Intercom app

Enable content redaction on Fin for platforms (Zendesk, Salesforce, Freshdesk, HubSpot) to automatically scrub sensitive data like card numbers from what Fin stores.

How to enable content redaction for Fin for platforms

Learn how Safety Guard screens customer messages in Fin, which topics are always declined, and how to let Fin handle flagged messages with your procedures or knowledge.

Safety Guard

Understand and configure settings for Fin

Settings

Find and configure all of your workspace settings in one place.

Your workspace settings

How to add or remove teammates in your Fin workspace and manage permissions for view-only or full access.

Adding or removing a teammate

Import conversations from Zendesk or Salesforce to unlock Fin Insights across your entire conversation history.

Sync ticket/case history

Learn how Fin syncs user, ticket, and organization data from Zendesk and how to manage synced attributes inside Fin.

Sync data from Zendesk

How to resolve user or organization data sync issues between Zendesk and Fin

How to sync Salesforce Account attributes into Fin to power workflows and message personalization.

Sync Salesforce Account data

Create a multilingual AI agent to provide support and answers in multiple languages.

Use Fin AI Agent in multiple languages

How to use Fin's multi-brand features with Zendesk to deliver brand-specific AI support experiences.

Use multi-brand with Fin for Zendesk

Learn how to create and use conditional data attributes for advanced conversation management.

How to use conditional conversation attributes

Learn how to bulk upload options for your list attributes.

Upload list attribute options via CSV

Log in to your Fin workspace with SAML SSO using Okta, OneLogin or another identity provider.

Integrate with an identity provider and log in with SAML SSO

Learn how to customize the identity, tone of voice, and length of Fin's answers for more control over your AI Agent experience.

Customize Fin AI Agent's personality

Help prevent unauthorized access, reduce the risk of phishing attacks, and gain better control over how your team signs in.

Protect your account with 2FA, Google Sign-On or SAML SSO

Add a security email address to your workspace to ensure we can reach the right people in the event of a security incident.

Provide a security contact for your workspace

Prevent unauthorized access by restricting which IP addresses can access your workspace.

Restricting access to your Fin workspace using IP restrictions

How to force teammates to re-authenticate after a set period of time.

Set a custom session length for teammates on your workspace

How to set up an authentication and API tokens for integrating Fin with external systems.

Create authentication and API tokens

Deleting teammates and their data

Customize your AI Topics to match your team's terminology by renaming, merging, moving, creating, and deleting topics and subtopics.

How to tailor your AI topics with topic curation

Everything you need to know about HIPAA compliance and signing a Business Associate Agreement (BAA).

HIPAA compliance and BAA

Create custom roles to assign consistent permissions to your team and keep your workspace secure and compliant.

Manage permissions effortlessly with custom roles

How to connect your Zapier account to Fin so it can take action across thousands of apps—from Slack messages to CRM updates—directly in conversations, without any custom code.

Connect the Zapier MCP connector to Fin

Learn how to add and remove workspace owners — the teammates who receive important service announcements from Fin.

Manage workspace owners

Setting up and managing your Fin workspace.

Workspace and integration

Learn how to customize, preview and manage the Fin Messenger.

Customize the Fin Messenger

Which domains you'll need to allow in your CSP or firewall.

Using Fin Messenger with Content Security Policy

How to protect your Fin Messenger and user sessions against cross-user impersonation, session theft and more.

Authenticating users in Fin Messenger with JSON web tokens (JWTs)

How to protect your user Messenger sessions against cross-user impersonation, session theft and unauthorised updates to data attributes.

Migrating from Identity Verification to Messenger Security with JWTs

What is Identity Verification? [deprecated]

Enhance your security and prevent impersonation by setting up Identity Verification.

Setup Identity Verification for web and mobile [deprecated]

Common JWT errors and how to fix them for authentication.

How to troubleshoot JWT-related errors

Learn how to customize AI Agent and launcher logos, including platform-specific behavior for Fin Messenger and Zendesk Messaging.

Customize logos in Fin for your business

Keep sensitive payment data out of your conversations.

Redacting Primary Account Numbers (PAN) in conversations

Fin Messenger cookies

Setting up the Fin Messenger with your platform

Fin Messenger

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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