Train Finto resolvecomplex queries

Procedures let Fin handle complex queries with multiple steps, business logic, third party systems, or cross-team approvals. Combine natural language instructions with deterministic controls to create powerful Procedures that follow your exact rules when needed. Before going live, run fully simulated customer conversations to ensure everything works as intended.

Start free trialView demo
A decorative background depicting a gradient of colors

Setup

Create Procedures easily, in natural language

01Write Procedures in natural language, copy and paste existing SOPs, or let AI draft them from a short outline—easy for anyone to create and update.

Fig 1.a

Write in natural language

Describe your processes in natural language, just like writing a document. Easy for anyone to create, edit, and understand.

Start from your existing SOPs

Copy and paste SOPs you have in other docs to get started quickly.

Get AI to draft for you

Share an outline of your process, and Fin combines this with your content and customer conversations to draft a Procedure you can refine and improve.

Procedures revolutionized how we automate complex rewards and cashback questions. What would have been monstrous workflows, with lots of branching and questions for customers to answer, are now handled by Fin using simple, natural language instructions.

Lee BurkhillProject Manager at MONY Group
Lee Burkhill

Control

Blend generative AI with deterministic control

02Fin combines agentic behavior with deterministic control to handle real conversations while enforcing rules like verifying eligibility or updating records. It connects to your systems so you control what data Fin accesses and how it’s used.

Code UI

Fig 2.A

Deterministic controls

Ensure Fin follows the right path with if/else logic, and use code to enforce strict rules like verifying eligibility, calculating dates, or updating records accurately.

Connect Fin to your systems

Integrate with tools such as Stripe, Shopify, or Linear, as well as your internal systems using Data Connectors or MCPs. Control what data Fin can access and how it uses it, from real-time order updates to account details.

Agentic behavior

Procedures are written linearly, but real conversations are messy—customers interrupt or change their minds. Fin intelligently reasons what to do at every point. It can respond no matter what the customer says, jump to the right step, or even another Procedure if necessary.

With Procedures and Data Connectors, we were able to configure it to answer tier two and even tier three questions... now it’s like the world is our oyster.

George DiltheyHead of Support, at Clay
George Dilthey

Test

Run Simulations to validate every Procedure before launch

03Simulations let you automatically test how Fin will behave before going live—running fully simulated customer conversations from start to finish to give you confidence your Procedures work as intended.

Fig 3.a

Simulate full conversations

Run fully simulated customer conversations from start to finish to test how Fin will respond. You can see what Fin is doing, when it is reasoning, and where it passes or fails.

AI assisted test writing

Skip manual test writing. Use AI to write new tests, fix failing ones, and iterate based on feedback. Fin even suggests more Simulations to create.

Full regression testing

All your Simulations live in a central library. When products or policies change and Procedures are updated, just hit Run all to check if anything has regressed or broken.

Fin handles order details, delivery, cancellations instantly. We’d need six or seven more agents to do what Fin does.

Loredo RucchinCEO and Founder of Jukebox
Loredo Rucchin

Use Cases

Solving complex queries for every industry

Fin handles workflows like managing subscriptions, processing chargebacks, or verifying account information securely and compliantly.

Fin collects the right information, verifies it, and uses live system data like transaction history or account status to take the right action—either resolving the issue without human agent involvement, or handing-off at the right time.

Fig 4.A

Fin automates complex SaaS workflows like managing subscriptions, handling invoice requests, and updating account settings.

Fin collects the necessary context, confirms intent, and uses system data to take action instantly—resolving Tasks without manual routing, delays, or agent involvement.

Fin resolves queries like order cancellations, shipping updates, returns, and abandoned carts.

Fin checks order status in real time, confirms what the customer wants to change, issues refunds instantly, and re-engages shoppers with timely, personalized prompts—improving the customer experience while freeing up human agents.

Fin supports players with fast, reliable help for issues like account recovery, in-game refunds, and ban appeals.

Fin collects the right context, validates requests using system data, and escalates complex cases with full history—so players stay engaged and human agents can focus where it counts.

Start resolving yourmost complex queries today

Start free trialGet a demo
A decorative background depicting a solar flare in space