Get more from Fin faster with Professional Services
Fin Professional Services gives you direct access to the experts behind Fin. Whether you're deploying for the first time or scaling Fin's impact across your business, our team ensures Fin delivers measurable results—fast.
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Proven Impact
Proven results when you partner with us
01Backed by 5,000+ AI deployments, Fin Professional Services combines product expertise with strategic guidance to ensure Fin delivers higher resolution rates, stronger performance, and lasting customer experience transformation.
Deep Expertise
Expert support to accelerate your AI transformation
02Fin Professional Services provides the technical expertise and strategic guidance to ensure Fin performs at its best—resolving complex queries, optimizing performance, and scaling AI support across your business.
Flexible Engagement
Flexible engagement through a proven framework
03Fin Professional Services supports every stage of your AI transformation—whether you're starting from scratch, or optimizing performance. Every engagement is tailored to your needs and delivered through a proven framework that delivers measurable results.
Launch
For new Fin customers focused on implementation.
We help shape Fin’s knowledge, behavior, tone, and actions—ensuring you launch quickly and see value fast.
Key deliverables
- Success Scorecard▼
A baseline view of your current support performance, with shared goals to measure Fin’s impact and keep teams aligned.
- Use Case Prioritization▼
An expert review of your conversations to identify and prioritize the highest-impact queries for Fin to resolve first.
- Knowledge Optimization▼
Fill content gaps, improve knowledge quality, and add sources to enhance Fin's query accuracy.
- Guidance Configuration▼
Define Fin’s communication style and escalation rules—so answers are consistent with your policies and tone of voice.
- Task Configuration▼
Configure Fin to handle complex queries end-to-end such as refunds, subscription updates, troubleshooting.
- Channel Implementation▼
Deploy Fin across your core customer channels—chat, email, voice, and beyond.
- Pre-Launch Testing▼
Run end-to-end testing with real customer queries to validate Fin’s accuracy and readiness at scale before rollout.
- Post-Launch Optimization▼
Review early performance, close content and data gaps, and fine-tune Fin to increase resolution rates.
Scale
For existing Fin customers ready to expand impact.
We help you identify new automation opportunities, configure Fin to resolve complex queries, and drive long-term AI transformation.
Key deliverables
- Performance Benchmarking▼
Compare your current results against industry benchmarks and define targeted steps for prioritized improvement.
- Workspace Optimization▼
Audit and streamline your Fin configuration—making it easier for your team to manage and update.
- Knowledge Optimization▼
Expand and refine knowledge sources to strengthen Fin’s ability to resolve both informational and complex queries.
- Guidance Configuration▼
Refine Fin’s communication and escalation rules to ensure brand-aligned answers as you scale.
- Task Configuration▼
Build additional Fin Tasks that help Fin resolve complex, personalized queries end-to-end.
- Task Expansion Plan▼
A roadmap to scale Fin across more business processes, automating increasingly complex, multi-step queries.
- Workflow Expansion▼
Analyze workflows to identify where Fin can add the most value, then embed it into new conversation flows.
- Team AI Readiness Review▼
Assess your team’s AI skills and upskill them to maximize value as Fin scales across your business.
A proven framework for AI success
04Our proven framework supports every stage of Fin's implementation—from identifying high-impact opportunities to deploying at scale—while continuously refining performance to meet your goals.
Analyze
Identify high-impact opportunities and define success criteria.
Train
Connect systems, configure workflows, optimize knowledge, and shape Fin’s behavior.
Test
Validate responses, refine configurations, and run end-to-end testing.
Deploy
Roll out incrementally, measure results, and drive continuous improvement.
Partnership
Trusted AI experts embedded in your team
05Our specialists work as an extension of your team, leading deployments or building alongside you. With over a decade of customer service expertise, they bring the skills needed to help you launch, optimize, and scale Fin.
Your Professional Services team
Project Manager
Keeps teams aligned and timelines on track.
AI Deployment Specialist
Delivers best-practice implementation and training.
AI Agent Engineer
Designs and deploys technical integrations so Fin works seamlessly in your systems.
Customer Experience (CX) Architect
Maps journeys, optimizes workflows, and builds long-term roadmaps.
Fin Product Manager
Connects your deployment with the latest product innovations.
Product Engineer
Tests and configures Fin for reliable day-to-day performance.
Some of the team you'll work with
Some of the partners in our network
Customer Testimonials
Trusted by over 25k customers
“We recognized that Intercom is a true expert in the field and we wanted to partner with a company that’s obsessed about customer service. We saw that the Intercom team is constantly working to make Fin more accurate and reliable, which made our decision pretty easy.”
Resources
Resources from the team
Blueprint
The AI Agent Blueprint is a strategic map for launching and scaling AI in customer service. It helps customer service, CX, and AI transformation leaders deploy fast, scale with confidence, and achieve meaningful business transformation with AI.
Learn more
The 2025 CX Transformation Report
AI has forever changed customer service. Learn how to thrive in this new era.
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The New Economics of Customer Service
AI has rewritten the economics of customer service. Here’s everything you need to know about the new economics of CS in one comprehensive guide.
Learn more