The best Agent for customer service, now on Salesforce
Perfect customer experiences no longer come with a migration project. Fin resolves 76% of customer queries on average, and handles multi-step queries end to end. Your customers get fast, accurate answers. Your team stays on Salesforce.
Fin for Salesforce
seamless integration
Fin seamlessly integrates with your existing setup.
Fin integrates seamlessly with Salesforce - reading and updating data, following your routing and automation rules, and working within your existing setup to deliver accurate, on-brand support.
Personalizes answers and updates Salesforce
Fin uses the Salesforce data you choose to share to generate accurate responses, and writes updates - like field changes, transcripts, and summaries - back to the fields you've approved.
Connects directly to Salesforce - no migration required
Fin uses your existing knowledge base articles, case fields, contact records, and Flows to deliver accurate, personalized responses, without any disruption to your current setup or processes.
Insights from every interaction
Fin's integration with Salesforce means it can analyze historical Cases and Live Chats to power Fin Insights, a groundbreaking, AI-powered product that helps you monitor performance, explore Topics, and optimize Fin.
Fin for Salesforce has been a game-changer. Fin's seamless integration meant no disruption to our existing setup, leading to faster customer responses.”
Fin for Salesforce
configurability
Configure Fin to work like your best agents.
Define exactly how Fin operates - from tone and routing to handoff rules - so it fits your workflows, complements your team, and resolves complex queries with accuracy and reliability.
There's a lot of transparency baked into how you configure Fin and build the workflows, which gives us control over the end-to-end experience.”
Fin for Salesforce
omnichannel
Resolve queries across every Salesforce channel.
Fin works across key Salesforce channels - including email, web, and chat - so every customer gets faster, personalized support, no matter how they reach out.
Salesforce Cases
Fin responds directly to cases assigned through your rules or Flows. It can handle any case - whether it comes in via email or a web form.
Fin Messenger
Fin handles live chats on your website or app. Based on your support logic, it can hand off to a live agent or convert the conversation into a Salesforce case - with all the context your team needs to respond effectively.
Fin Voice
Connect Fin with your telephony system to deliver natural, AI-powered voice support. Calls are logged as Cases in Salesforce, complete with summaries and metadata for reporting.
Give every agent an AI assistant in their Salesforce inbox.
Copilot is a personal AI assistant embedded directly in Salesforce Service Cloud. It gives agents instant access to trusted answers, content suggestions, and relevant case insights - so they can resolve issues faster, reduce manual effort, and stay focused on high-value conversations.
Our agents are dramatically more efficient when using Copilot. In testing, agents using Copilot were able to close 31% more customer conversations daily, compared to agents not using Copilot.”
You only pay when
Fin resolves a query.
Per OutcomeMinimum commitments apply
Pay for outcomes
Fin charges $0.99 when the customer's problem is solved, or when a Procedure you've configured executes successfully.
No hidden costs
Deploy Fin on Salesforce without adding per-agent costs or upgrading to a higher platform tier.
FAQs
Fin is an AI agent for customer service that works with Salesforce. It resolves customer queries autonomously, handling multi-step requests end to end using your business logic and the customer data in Salesforce. Fin resolves 76% of customer queries on average, with many teams seeing 85% or higher.
No migration is required. Fin integrates directly with Salesforce using your existing knowledge base articles, case fields, contact records, and Flows. Your Salesforce instance remains your system of record, and your team keeps working in Salesforce while Fin resolves queries in the background.
Fin responds to cases assigned through your Salesforce automation rules or Flows, whether they arrive via email or web form. When Fin resolves a case, it writes transcripts, field updates, and summaries back to Salesforce. When it cannot resolve, it creates or reassigns the case to your human queue with full context.
Fin works across the channels your customers use. It resolves Salesforce Cases from email and web forms, and Fin Messenger handles live chat on your website or app. When a human is needed, Fin hands off to your team with the full conversation history.
Fin also supports phone through Fin Voice: calls are logged as Cases in Salesforce, complete with summaries and metadata for reporting. See all channels.
Copilot is a personal AI assistant embedded in Salesforce Service Cloud to support your human agents. It gives agents instant access to trusted answers, content suggestions, and relevant case context. In testing, agents using Copilot closed 31% more conversations per day compared to agents who did not.
Yes. Fin reads the Salesforce data you choose to share, including contact records, case history, and customer segments, to generate accurate, tailored responses. It also writes approved field updates back to Salesforce automatically so your CRM stays current without manual effort.
Yes. Fin is built to enterprise security and privacy standards, holding SOC 2 Type II, ISO 27001, HIPAA, and GDPR/CCPA compliance. Your customer data stays in Salesforce as the system of record, and Fin processes it under these standards without changing where your data lives. See the full list of certifications and controls on security and reliability.
Fin is priced on outcomes: you only pay when Fin resolves a customer query. There are no per-agent fees, and you do not need to upgrade to a higher Salesforce tier to deploy it. For current pricing, see Fin pricing.
You can see Fin in action before you commit. Watch a demo to see how Fin handles real support scenarios, then add Fin to your Salesforce setup.
