One Agent dedicated to every customer’s success
Fin now works across more of the customer journey, proactively engaging customers and driving their success. It helps them onboard, achieve their first win, and use more of your product, more deeply.
Businesses already transforming their customer success with Fin
AI lets us design success
around customers, not constraints.
Businesses have built customer experiences around limits: how many people they can hire, the cost of serving each account, and when someone is available. AI lets them rethink those choices and build something better than even their highest-touch experience.
Set goals for onboarding, adoption and engagement, and Fin proactively works with your customers to achieve them. Fin keeps working with them over days, weeks, or months, building on each interaction.
Fin for Success
Outcome-driven
Acts as a strategic partner for you and every customer you serve
Fin works with your customers toward the outcome your business defines, whether that takes days, weeks, or months. You provide the strategy; Fin reasons through how to apply it to each customer. As they progress or encounter problems, it adjusts what to do next.
Train Fin on your strategy with Operator
Describe your strategy, and Operator turns it into instructions you can review, edit, and test before going live.
Understands every customer
Fin uses account data and product usage to know each customer's progress and what they still need to do.
Adapts as customers progress
Fin adjusts its approach as customers complete steps or encounter problems, following your strategy and boundaries.
Stays focused on the outcome
Fin handles whatever comes up in the conversation, then gets customers back on track to the outcome you've defined.
For us, Fin is more than a support agent. Where it really pays off is when it’s working towards the same goals we are, across the entire customer journey. That means proactively reaching customers before they hit a wall, without waiting for them to come to us.”
Fin for Success
Proactive
Identifies who needs attention and engages on your behalf
Fin spots opportunities to help customers and proactively starts a conversation. Using product usage and account data, it works out what to say and where to reach each customer. Fin can follow up on a stalled conversation or nudge a customer through an unfinished step, without your team manually reviewing accounts and coordinating outreach.
Recognizes when to engage
Uses your triggers, product usage, and account context to decide when a customer would benefit from a conversation or nudge.
Starts the conversation
Reaches out with relevant help, from completing setup to finding a valuable new use for your product.
Follows up based on new signals
Accounts for new customer activity and information before deciding when to follow up and what to say.
When paired with our own customer data, Fin for Success reasons through trained steps with context and confidence to meet customers where they are in the process, turning frustrated, disengaged customers into our most loyal and excited.”
There are many ways Fin can transform customer success. Here’s some of the use cases it can handle for you.
Fin for Success
Onboarding
Tailors onboarding to every customer
Fin builds an onboarding plan around each customer's goals and drives them to complete it. It can explain a setup step, share a relevant article or video, and track progress using connected tools like Snowflake, Shopify, and CRMs. When a customer returns, Fin helps them pick up where they left off.
Builds a tailored plan
Creates an onboarding plan around the customer's goals and how they intend to use your product.
Helps customers through difficult steps
Answers questions and shares relevant resources so customers can work through problems and complete setup.
Tracks progress over time
Updates the plan as steps are completed, so Fin knows what's finished and what the customer still needs to do.
Fin for Success
Feature adoption
Helps customers discover and use more of your product
Fin proactively recommends new features or helps customers do more with ones they already use. It introduces relevant releases, explains how each feature supports their work, and shows a practical use case. Fin then guides customers through setup and use.
Identifies relevant opportunities
Uses product usage and account context to identify features a customer hasn't tried or could use more deeply.
Explains how the feature can help
Connects each recommendation to the customer's goals, with a relevant use case that shows why it matters.
Helps the customer start using it
Guides customers through using the feature and answers questions as they get started.
Fin for Success
Any outcome
Delivers more of the outcomes that matter to your business
Onboarding and feature adoption are just two ways Fin can help your customers succeed. It can work toward any outcome your business defines. Here are a few examples.
Spots signs a customer may leave and reaches out to help them get value from the product again.
Identifies when a customer could benefit from more of your product, based on their goals and usage.
Reaches out when usage drops to help customers resume progress.
Celebrates key milestones so customers recognize what they've achieved with your product.
One Customer Agentacross the entire journey
We believe every business will have a single Customer Agent that works across the entire lifecycle. Fin for Success continues that vision. The same Fin that helps buyers become customers and resolves their support queries can now onboard them and help them use your product more deeply. One continuous experience, with each interaction building on the last.
Learn more
FAQs
Fin for Success proactively engages customers and drives their success. It helps them onboard, achieve their first win, and use more of your product, more deeply.
Fin works with your customers toward the outcome your business defines, whether that takes days, weeks, or months. You provide the strategy; Fin reasons through how to apply it to each customer. As they progress or encounter problems, it adjusts what to do next.
Fin spots opportunities to help customers and proactively starts a conversation. Using product usage and account data, it works out what to say and where to reach each customer. Fin can follow up on a stalled conversation or nudge a customer through an unfinished step, without your team manually reviewing accounts and coordinating outreach.
Yes. Fin builds an onboarding plan around each customer's goals and drives them to complete it. It can explain a setup step, share a relevant article or video, and track progress using connected tools like Snowflake, Shopify, and CRMs. When a customer returns, Fin helps them pick up where they left off.
Yes. Fin proactively recommends new features or helps customers do more with ones they already use. It introduces relevant releases, explains how each feature supports their work, and shows a practical use case. Fin then guides customers through setup and use.
Onboarding and feature adoption are just two ways Fin can help your customers succeed. It can work toward any outcome your business defines. Fin steps in to prevent churn, surfaces expansion opportunities, brings back disengaged users and helps customers realize value.