Seamless Integration
Fin seamlessly integrates with your existing setup
01Fin 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.
Fig 1.a
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.
Fig 1.b
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.
Fig 1.c
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.
Fig 1.D - How fin performs from day 1
%
average resolution rate
Fig 1.E - Fin customer









