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Preparing for AI Agent implementation

Setup Essentials

Automatically find and get clear explanations for the biggest shifts in your conversation volume, Fin resolution rate, and CX Score.

How to use Trends to spot shifts in your support data

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Custom metrics explained

Learn how to add Fin Voice calls to a Monitor, score them with AI or manual criteria, start from a template, and understand what a Monitor can and can't judge…

How to review phone calls in Monitors

Analyzing Fin's performance to optimize results

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Train Fin to give high quality, accurate and on brand answers to your customer questions

Introduction to Train

How to add and manage content sources Fin can learn from.

Adding content to Fin

Guidance Basics

Train Fin's behavior with natural language.

Giving Fin Guidance

Teach Fin step-by-step rules so it can manage complex processes.

Introduction to Fin Tasks

Teach Fin to access customer data from external systems.

Data connectors for Fin Tasks

See how Fin can handle complex queries completely autonomously.

Tasks demo 1 - Get order information

Tasks demo 2 - Change personal details

Tasks demo 3 - Process refund

Tasks demo 4 - Technical troubleshooting

Training Fin to answer your customer queries

Train

Deploy Fin on your real-time messaging channels.

Deploy Fin for chat

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Deploy Fin for email

Deploying Fin across your support channels

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Create your workspace and invite the people you work with.

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

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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.

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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.

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

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

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

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