Procedures: Versioning, content referencing & failure reporting

Manage, debug, and improve your Procedures with new built-in tools

Apr 2026available-to-all
Procedures: Versioning, content referencing & failure reporting
Three new tools to keep Procedures reliable over time: view the full version history, direct Fin to specific knowledge base content, and see exactly which conversations triggered a failure.
Version history: View all previously live versions and the active draft in a side panel. See what changed, when, and restore any version if needed.Refer to content: Explicitly direct Fin to selected knowledge base articles within a Procedure, so it assesses criteria based on the right source material.Failure reporting: See exactly which conversations triggered a Procedure failure so you can pinpoint what broke and improve it faster.