Fin Tasks

Resolve your most complex queries

Mar 2025open-beta

Fin Tasks let Fin resolve complex queries, execute multi-step processes, and take action for your customers with precision and control. By combining the power of generative AI with the precision of deterministic rules, Fin can respond naturally while enforcing your rules and policies—delivering reliable, adaptable, on-brand support just like your best agents.

Fin Tasks are ideal for handling complex support queries such as:

Processing refund requests
Updating user information and managing subscriptions
Providing shipping updates and handling order cancellations
Verifying user and account information securely and compliantly

Describe each step you want Fin to follow in plain English. Fin transforms your instructions into precise, executable steps. You can layer in rules to enforce policies, manage exceptions, or define when to escalate to a human, giving you full control over how each task is handled.Fin connects to your systems using no-code Data Connectors, so it can pull live data, personalize answers (like billing status or order history), and take action instantly. Whether it’s issuing a refund in Stripe, updating an account in Shopify, or triggering an internal workflow, Fin acts quickly and accurately across your tools to deliver faster resolutions.Tasks are fully configurable. You can easily define how they start, what steps Fin should take, and when to involve a human—all through a no-code interface 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.Learn more

Fin Tasks

Resolve your most complex queries

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