The most powerfulAI Agent forcomplex queries
Fin Tasks enable Fin to handle your most complex queries, like refunds, account changes, or technical troubleshooting. Fin understands natural language instructions, follows your policies, and connects to your systems to access data and take action—all through a no-code user experience anyone can manage.
Generative and Deterministic
Generative reasoning meets deterministic control
01Fin combines the power of generative AI with the precision of deterministic rules to resolve your most complex queries. This unique approach allows Fin to respond naturally while following your policies—delivering reliable, adaptable, on-brand support just like your best agents.
Fig 1.a
Create Tasks using natural language
Describe each step you want Fin to follow in plain English. Fin turns your instructions into precise, executable steps.
Fin handles nuance and ambiguity
Fin uses generative reasoning to understand context, interpret ambiguity, and decide when to escalate—giving your customers the highest-quality service, every time.
Deterministic rules give you total control
Layer in rules to enforce policies, manage exceptions, or define when Fin should escalate to a human agent—so every Task is handled with precision and control.
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.
Data Integration
Personalized answers and actions using real-time data
02Fin connects to your systems using no-code Data Connectors so it can access live data, personalize answers, and take action instantly. Fin handles Tasks—from managing subscription changes, processing chargebacks, or automating returns and refunds—to deliver faster resolutions and higher quality customer experiences.
Fig 2.A
Instant actions across your systems
From issuing refunds in Stripe to updating accounts in Shopify or triggering internal workflows, Fin acts instantly and accurately across your tools to deliver faster resolutions.
Personalizes answers with real-time data
Fin pulls live data—like billing status, plan type, or order history—to personalize answers with context and accuracy, delivering faster, more relevant support that feels truly personal.
Connect Fin to any system
Data Connectors make it easy to integrate Fin with any API-powered system, whether it’s an internal tool or a third-party platform like Salesforce, Stripe, or Jira.
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.
Configurability
Full configurability. Total control.
03Fin Tasks are fully configurable through a no-code user experience anyone on your team can manage. Set triggers, audience rules, and handoffs with ease—and preview every Task before launch to ensure accuracy and reliability.
Fig 3.a
Control exactly how and when Tasks run
Easily define how Tasks start, what steps Fin should take, and when to loop in a human—all through a no-code user experience anyone on your team can easily manage.
Preview every Task before going live
Simulate Task flows across different audiences and edge cases to identify issues early and launch with full confidence in Fin’s performance.
Fin collaborates seamlessly with your team
Control when Fin should complete a Task or escalate to a teammate—so complex queries are resolved with a seamless handoff, ensuring speed, accuracy, and trust.
Fig 3.B - Fin customer
Fig 3.C - resolution rate with tasks
%
Firsty’s resolution rate after enabling Fin Tasks
Use Cases
The best-performing AI Agent for every industry
Fig 4.A
Fin handles high-stakes 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.
Fig 4.B
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.
Fig 4.C
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.
Fig 4.D
