Triage customers before Fin AI Agent with this Workflow template

The “Triage customers before Fin” template makes it easier than ever to enable Fin to answer a customer's question while ensuring more complex queries—such as filing bug reports or requesting new features—get turned into a ticket for your team to action before Fin steps in.

How to get started

Start by creating a new workflow, and select the new template:

Click on "Use this template":

Your template will open in the Workflow builder where you can make any desired adjustments before setting Fin live.