Get more from Fin faster with Professional Services

A baseline view of your current support performance, with shared goals to measure Fin’s impact and keep teams aligned.

An expert review of your conversations to identify and prioritize the highest-impact queries for Fin to resolve first.

Fill content gaps, improve knowledge quality, and add sources to enhance Fin's query accuracy.

Define Fin’s communication style and escalation rules—so answers are consistent with your policies and tone of voice.

Configure Fin to handle complex queries end-to-end such as refunds, subscription updates, troubleshooting.

Deploy Fin across your core customer channels—chat, email, voice, and beyond.

Run end-to-end testing with real customer queries to validate Fin’s accuracy and readiness at scale before rollout.

Review early performance, close content and data gaps, and fine-tune Fin to increase resolution rates.

Compare your current results against industry benchmarks and define targeted steps for prioritized improvement.

Audit and streamline your Fin configuration—making it easier for your team to manage and update.

Expand and refine knowledge sources to strengthen Fin’s ability to resolve both informational and complex queries.

Refine Fin’s communication and escalation rules to ensure brand-aligned answers as you scale.

Build additional Fin Tasks that help Fin resolve complex, personalized queries end-to-end.

A roadmap to scale Fin across more business processes, automating increasingly complex, multi-step queries.

Analyze workflows to identify where Fin can add the most value, then embed it into new conversation flows.

Assess your team’s AI skills and upskill them to maximize value as Fin scales across your business.