Train Fin to resolve all your queries
Train Fin on your knowledge, data, policies, and tone of voice. Fin will use everything it knows to deliver consistent, accurate answers and handle complex tasks in 45+ languages.
Resolve complex queries with accuracy and control
01Fin can follow structured procedures to take secure actions—like processing refunds, updating subscriptions, or tracking orders. Set them up yourself, update them anytime, and trust that every resolution is accurate and follows your policies.
Procedures let Fin resolve complex queries with multiple steps, business logic, third-party systems, or cross-team approvals. Combine natural language instructions with deterministic controls to create powerful Procedures that follow your exact rules when needed.
Give Fin all the information it needs to answer
02Train Fin on your Help Center articles, internal docs, PDFs, URLs, and external data sources. Fin uses the most relevant information to build complete, precise answers. It identifies missing content, suggests improvements, and pulls live data from your systems to deliver accurate, personalized responses.
We trained Fin to automate subscription pauses and cancellations using simple, natural language instructions and by connecting directly to our backend system. It now checks billing dates, UPS scans, and account status automatically, then takes the right action—pause, cancel, or refund.
Guide Fin to communicate as your best agent
Guide Fin to communicate as your best agent
03Define the behavior Fin uses to speak, clarify, and escalate. Configure tone, answer length, and behavioral rules so every response stays on-brand and aligned to your support policies. Fin follows the same communication standards as your best agents.
Customize Fin's communication style and define how it clarifies and responds according to your support team's policies—so it always behaves like your best agents.
Fin can detect the attributes you define—like issue type, sentiment, or urgency—for improved triage, routing and reporting. Helping customers reach the right team faster and giving your team reliable, structured data without manual tagging or rigid workflows.
Control when Fin hands off conversations to your team by defining deterministic escalation rules using attributes and customer data, or by creating natural language escalation guidance for more flexible scenarios.
Connect Fin to your business tools with Data Connectors
04Allow Fin to access real-time data and take action in your business tools—like Linear, Stripe, or Shopify—through MCP or API Data Connectors.
Link Fin directly to tools like Linear, Stripe, and Shopify through MCP or API Data Connectors, so it always has live, accurate context when responding to customers.
FAQs
How do Procedures stay safe and accurate?
Procedures combine natural language flexibility with deterministic controls where precision matters. You define exact rules for compliance, security, and high-stakes decisions while allowing Fin to adapt conversationally. Multi-stage validation, preview testing, and approval workflows ensure accuracy before any actions are taken. Fin only performs actions you've explicitly configured and approved.
What kind of guidance can I give Fin?
You can provide behavioral guidance on tone, empathy, clarification strategies, and escalation protocols. Define how Fin handles specific situations like frustrated customers, ambiguous requests, or sensitive topics. Set answer length preferences, formality levels, and brand voice rules. You can combine natural language instructions with deterministic rules to balance flexibility and control.
What content can Fin use to answer questions?
Fin can use your Intercom help articles, snippets, and PDFs. You can also sync content from external sources like your website or Zendesk. Fin will only use what you've enabled, and you can target specific content to different customer segments.
Do I need engineering resources to train Fin?
No. Fin's no-code interface allows anyone on your support team to train and configure Fin. Add content, define guidance, and build procedures without writing code. IT teams can integrate data sources and APIs, but day-to-day training is managed entirely by your CS team.
