The #1 AI Agentfor resolvingcomplex queries
Fin automates the most complex customer queries like refunds, transaction disputes, and technical troubleshooting with speed and reliability. Give Fin detailed, step-by-step instructions, and it will follow them exactly as expected—reducing time to resolution and improving the customer experience.
Delivering results across industries
Prompts
Guide Fin with natural language prompts
01Write step-by-step instructions just like you would for a human agent. Prompts give you a powerful way to control how Fin handles complex queries, while still allowing flexibility to adapt to each customer.
Fig 1.a
Follows instructions and adapts to situations
Fin follows your instructions and adapts in real time—interpreting intent, adapting to context, and choosing the best next step to guide the conversation to resolution.
Add logic and data when needed
Start with natural language prompts, then layer in logic or data blocks wherever needed. You can pull from internal systems, apply advanced rules, or trigger actions—all within a single prompt.
Fin Tasks revolutionised 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.
Code
Apply advanced business logic with code
02Use code for advanced decision-making, enforcing compliance, and modifying data such as checking refund eligibility or calculating shipping costs. Fin executes complex logic instantly to deliver more accurate, personalized answers.
Fig 2.A
Connect and control your data
Use Data Connectors or MCPs to connect to tools like Stripe, Linear, or Shopify. You control what data Fin can access and how it uses it—whether it’s fetching payment history, updating order status, or verifying account details in real-time.
Transform data to deliver better answers
Fin uses code to filter, merge, or format data in real-time. Whether it’s calculating updated costs or combining delivery status with product information—Fin can use data to give customers complete and contextual answers.
With Fin Tasks 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.
Workflows
Define strict logic to follow with workflows
03Workflows give Fin strict, deterministic logic to follow. You can define each step of a process–like when to involve a teammate–and Fin will execute them exactly as expected.
Fig 3.a
Structured logic for reliable execution
Use structured, rule-based logic to ensure consistency and accuracy, so Fin always acts predictably—even when handling edge cases or sensitive situations.
Seamless handoff to your team
Set clear handoff conditions so Fin knows when to handoff, who to notify, and what context to pass along. You can make sure Fin adds tags, notes, generates an AI summary of the conversation, and routes to the right teammate to make every handoff smooth.
Fig 3.B - Fin customer
Fig 3.C - resolution rate with tasks
%
Firsty’s resolution rate after enabling Fin Tasks
Use Cases
The most powerful AI Agent for every industry
Fig 4.A
Fin handles workflows like managing subscriptions, processing chargebacks, or verifying account information securely and compliantly.
Fin collects the right information, verifies the information provided, and uses live system data like transaction history or account status to take the right action automatically—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.
