Personalize Fin's answers with real customer data from Segment


Overview

Configure a Data connector to expose Segment customer data to Fin (event history, traits, and identity-resolved profiles), enabling highly personalized support based on real product behavior.

How it works

Go to Fin AI Agent → Train → Tasks → Manage Data connectors. Select a template, use an AI recommendation, or create a custom connector.

Set up the API call to your Segment system. Configure request parameters, authentication (token-based or OAuth), and map the response fields Fin should use.

Data connectors require JWT user authentication to go live. Connectors can only be fully tested in production, not in test workspaces.

Configure

Data connectors support both read and write operations. Fin can fetch data to personalize answers and execute actions like processing refunds, updating accounts, or modifying subscriptions in connected systems.

Read the full setup documentation →