- Fin memoryHow Fin retains past conversation context, how long it remembers, and answers to common questions… Can teammates or customers see what Fin remembers?
No, Fin Memory is readable only by Fin… Does Fin Memory work with Fin for Sales or Fin for Ecommerce?
- What is Fin?Learn about our AI agent, Fin… Powered by the proprietary Fin AI Engine™, Fin:
Consistently outperforms competitors in head-to-head… Roles Fin can perform
- Security at FinWe go to considerable lengths to ensure that all data sent to Fin is handled securely - keeping Fin secure… Keeping our customers' data secure is the most important thing that Fin does… All payments made to Fin go through our partner, Stripe
- Fin Operator explainedWhen Fin gives an unexpected answer, Fin Operator shows you exactly why it responded that way so you… Share a conversation and Fin Operator debugs it - identifies what went wrong and why
Fin… Data Connectors
Describe what Fin needs to look up or update and Fin Operator drafts a new Data
- Fin Evals explainedUse Evals to test Fin with realistic multi-turn Simulations, get automatic pass/fail results, and catch issues before customers do… Set up Simulations for Evals: choose the simulated customer, the data Fin sees, and the checks Fin is… Before going live with Fin: to check your configuration works as expected before customers talk to Fin
- Building Fin ProceduresHow to build structured, reliable Fin Procedures with steps, tools, and guidance… [Inline Video] Fin Procedures let you design clear, repeatable flows that guide Fin through handling… To build a new Fin Procedure, navigate to Fin AI Agent > Train > Procedures in your workspace
- Deploy Fin VoiceThis guide shows you how to configure, test, deploy, and monitor Fin Voice - an AI agent for phone support… You can access the Fin Voice Deploy experience from Fin AI Agent > Deploy > Voice > Set Fin Live… Test Fin Voice – Use the web app to simulate voice calls and hear how Fin responds
- Fin Tasks explainedAllow Fin to connect to external systems and handle more complex processes automatically… How Fin Tasks work… Use cases for Fin Tasks
- Use Fin previewsLearn how to preview Fin with content, guidance, attributes, procedures, escalation, and deployment settings before going live… Previewing Fin lets you safely see your setup in real time, so you can ask Fin questions, review its… Tip: You can also send Fin images or screenshots through this preview to see how Fin Vision recognizes
- Conversational Fin experienceFin AI Agent cannot display or control UI buttons. Fin can only offer to escalate through text… You can use Escalation Guidance to make Fin introduce some friction, so that Fin offers to escalate when… If the customer still hasn’t replied after Fin has followed up, Fin can send a close out message if you
