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Deploy Fin AI Agent over phone

This guide shows you how to configure, test, deploy, and monitor Fin Voice - Intercom’s Voice AI agent for phone support.

Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over a week ago

Fin Voice is Intercom’s AI Agent for phone support. Fin answers every call instantly, uses your existing knowledge base to resolve questions, and when human help is needed, seamlessly hands off the call to the right agent with full context. Every call reflects your brand, runs 24/7, and scales without adding headcount.

This guide explains how to test Fin in your browser and deploy it to a live phone number.

Videos:

Fin Voice availability: Fin Voice is currently limited to select customers partnered with our Sales team. It's supported on workspaces hosted in the US, EU, and Australia. If you’d like to learn more about pricing, please reach out to your Account Manager. We look forward to making Fin Voice more widely available soon.

The trial currently supports English (US) and Spanish (Spain). Additional languages are planned but not yet available for trials.


How do I use Fin Voice?

We recommend following these steps:

  • Prepare your content – Follow the support content setup guide.

  • Test Fin Voice – Use the web app to simulate voice calls and hear how Fin responds. This gives you a clear idea of how Fin works with your support content and handles customer questions.

  • Deploy – Once you’re confident, go to the Deploy page and assign Fin to a phone number (main line or test line). Configure Fin’s behavior, active hours, and escalation rules. If you’re not an Intercom Phone user, you’ll need to purchase a number first.

  • Monitor – Review all Fin Voice calls in your Inbox, including transcripts and outcomes.

  • Analyze – Check performance metrics like resolution rate, involvement, and call duration in the Reports section.


Prepare your content

To set up your knowledge base you can follow the guide here: Add your support content for Fin AI Agent.


Test Fin Voice

The Voice Testing tab lets you simulate calls in‑browser before any real customers are involved.

Purchase a phone number

To get everything set up for testing, you'll first need a phone number from our Phone system, as this is what Fin Voice is built on. If you don't have a spare one, it's easy to purchase a new number by following this guide: Purchasing an Intercom Phone number.

What you can do

  • Hear Fin answer using your own support content and check accuracy.

  • Switch voices to choose the voice that fits your brand.

  • Preview greetings & escalation rules exactly as callers would hear them.

  • Run typical scenarios using preconfigured scripts.

  • Load saved configurations from the Set Fin Live tab to test advanced setups.

How to run a test session

  • Click Test.

  • Wait for Fin to greet you, then start speaking.

  • If prompted, grant your browser microphone permission.

Change voice or greeting on the fly

  • Click Settings (top right).

  • Select a voice from the list.

    Update the language you want to use - English, Spanish, Arabic, Bulgarian, Chinese, Czech, Danish, Dutch, Filipino, Finnish, French, German, Greek, Hindi, Hungarian, Indonesian, Italian, Japanese, Korean, Malay, Norwegian, Polish, Portuguese, Romanian, Russian, Swedish, Turkish, Ukrainian, and Vietnamese are supported.

  • Edit the greeting copy (you can set different greetings for inside office vs. outside office hours).

Note: To use Fin Voice in a specific language (e.g., German), you must have a Help Center or knowledge base with articles written in that same language. Additionally, only one language can be assigned per phone line; the system does not support dynamic language switching on a single number.

Test with saved configurations

  • If you’ve created multiple voice configurations under Set Fin Live, use the ▼ next to Test to select one and run it here.

Quick Testing with the Preview Panel

You can also test Fin's responses directly from the Deploy > Phone > Set Fin live and Train > Guidance > Voice pages. Look for the preview side-panel on the right-hand side of the screen to quickly hear how Fin will respond without navigating away from your configuration.


Deploy Fin Voice

When you’re ready, move Fin from testing to a live phone line. You can access the Fin Voice Deploy experience from Fin AI Agent > Deploy > Phone > Set Fin Live. This is the only way to deploy Fin Voice - it’s not possible to add ‘Fin Voice’ to your existing workflows.

Deploying moves Fin from the sandbox to a real phone line. Work through the settings from top to bottom. 👇

Select a phone number

All numbers in your workspace appear in the list in the Set Fin live section. Choose your main line or a dedicated test number.

Note: A phone number will only appear in Set Fin live section if the inbound number has been enabled in the Phone settings.

Office hours

Decide when Fin should answer:

  • Office hours

  • Outside office hours

  • 24/7

Note: If your plan includes Custom Office Hours, you can also use them here.

Rollout percentage

We recommend starting with a small share, like 5–10%, to build confidence. Once you set this percentage, Fin Voice will go live and begin handling that portion of your calls. The rest will continue to follow your existing IVR.

Note: It is not possible to filter by percentage or edit who is included in this group directly. These settings are automatically managed by Fin to ensure the best performance.

Fin introduces itself

  • Pick your preferred voice (preview voices in Voice Testing).

  • Specify your default language per phone line. Fin Voice supports 28 languages, including English, Spanish, Arabic, and more. Each language comes with 2-3 localized accent voices to choose from.

  • Write greetings for in‑office and out‑of‑office hours.

Using support content

Fin automatically uses your support content.

Classify the issue

Optionally enable AI Category Detection for topic‑based routing.

If Fin can't resolve the conversation

Configure separate behaviors for inside and outside office hours:

Option

Caller experience

When to use

Transfer to teammate

Fin rings a selected team; voicemail fallback optional

Live support hours

Offer a callback

Fin offers a callback and records a message

Out‑of‑hours

Stay on the call

Fin explains no one is available and shares other contact options

Teams without live phone support

Handover to workflow

Fin passes context to a reusable phone workflow

Complex routing / deflection

Forward the call

The call will be forwarded to the specified phone number

Suitable for 3rd party telephony system integrations

If customer hangs up

If Fin resolves the call, decide whether to auto‑close or assign to an inbox to review it.


Collect customer satisfaction (CSAT)

Gather feedback on Fin's performance by enabling the call rating option. This will automatically ask customers to rate their experience at the end of a call.

To enable this, go to Fin AI Agent > Deploy > Phone > Set Fin live and find the Ask for rating dropdown in your configuration. Here you can enable the feature and customize the message Fin speaks to the customer. Customers can rate their call from 1 to 5 using their phone keypad.

Note: There are a few limitations to keep in mind:

  • The call rating is only offered at the end of a resolved call, assuming the customer stays on the line.

  • The rating is collected via keypad input, not voice commands. Your message should instruct customers to use their phone keypad.

  • The voice used for the rating prompt is a standard system voice, which is different from the voice you selected for Fin.

Tip: To collect CSAT for calls that are handed over to a teammate, you'll need to add a separate CSAT collection block in your Phone Reusable Workflow.


Audience-specific content

You can restrict Fin’s answers to the right customers by scoping its knowledge to distinct audiences.

How to set it up

  1. Create / edit an audience: Settings > Data > Audiences.

  2. Add your phone number as one of the audience rules (e.g. Phone number is +1 415‑555‑0123).

  3. Add that audience to relevant support content.

  4. Fin Voice on that line will now quote only the audience targeted content.

Caller‑based targeting

When an inbound phone number matches an existing user or lead, any audience rules tied to that contact automatically apply—no extra setup required.


Customize Fin Voice behavior with Guidance

You can customize Fin's behavior for phone calls using Guidance to ensure it aligns with your brand's voice and operational policies. Guidance for Fin Voice functions similarly to guidance for chat and email but is configured in a separate Voice tab.

To add guidance, navigate to Fin AI Agent > Train > Guidance and select the Voice tab.

From here, you can create customized guidance for:

  • Communication style: Define the specific vocabulary and terms Fin should use.

  • Context and clarification: Create rules for the follow-up questions Fin should ask to better understand a customer's issue.

  • Handover and escalation: Set up rules for when Fin should route a call directly to your team.

Note: Guidance configured in the Voice tab only applies to Fin Voice. Other Guidance types (e.g., Messenger) are found in the chat and email tab.

You can also view a list of all voice conversations where a specific guidance entry was used, helping you to refine its performance over time.


Connect Fin Voice to your systems to take action

Voice Procedures allow Fin Voice to take action during a call by connecting directly to your systems via API — enabling Fin to fully resolve complex queries like processing refunds or credits, updating subscriptions, editing orders, or completing other multi-step workflows. All of this happens in real time, over the phone, without placing the caller on hold or transferring them.

Note: Voice Procedures are currently available in closed beta. These workflows are built in partnership with our Voice R&D team to ensure customers get reliable, high-quality outcomes. If you're interested in enabling Voice Procedures or learning more, please reach out to your Account Manager, who can share next steps and eligibility details.


Advanced escalation options - Handover to a workflow

If you choose to use ‘handover to workflow’ as your escalation option, you need to configure a new workflow type.

Create a phone reusable workflow

  1. Go to Fin AI Agent > Workflows and create a new Phone Reusable Workflow.

  2. Create a new IVR journey that will happen after Fin Voice escalates the call (e.g. route to specific teams, detect category, deflection options, capture call rating).

  3. Set the workflow live.

Enable escalation in Deploy

  1. In Deploy > Phone > Set Fin Live, scroll to Escalation rules.

  2. Choose Handover to a workflow.

  3. A dropdown appears—select the reusable workflow you published in the previous step.

  4. Click Save.

What happens during an escalation

  • Fin announces the transfer to the caller (“I will now transfer you to the next step”).

  • The call is passed to your workflow and will go through the steps you outlined.

  • When the caller reaches an agent/voicemail, Fin adds a summary to the conversation.


Smart routing

AI Category Detection lets Fin route calls based on what the caller is actually asking—no IVR menus required.

Create a list-type category

  1. Go to Settings > Data > Attributes.

  2. Click New attribute > choose List.

  3. Name it (e.g. "User Intent").

  4. Add the options you want to use for your routing, such as "Account Management" and "Payments".

  5. Fin uses both the names and descriptions for classification, so it’s good practice to make them clear and descriptive to ensure the best possible routing accuracy.

More details on categories configuration and best practices is available here: AI Category Detection.

Update your deployment setup

  1. Open Fin AI Agent > Deploy > Phone > Set Fin Live.

  2. In Categorize the issue, tick the category (or categories) Fin should detect.

  3. In escalations options - select Handover to a workflow.

Route calls in a reusable phone workflow

  1. Edit or create a reusable phone workflow.

  2. Branch the flow by category value—for example:

    • Account Management → assign to the Account Management team.

    • Payments → assign to the Payments team.

Test your routing

  1. Save the workflow.

  2. Make a test phone call with a question related to one of your pre-defined categories.

  3. Confirm each call takes the correct branch.

Learn more about AI Category Detection.


Configure how and when callers are routed to Fin Voice

The Let Fin Voice handle step in phone call workflows gives you control over where Fin Voice appears in your IVR. Instead of Fin answering every call upfront, you choose exactly when callers should be routed to Fin — for example, after a menu option or within a specific branch of your IVR.

You can define precise rules to control which calls Fin picks up, such as routing only certain caller types (like new customers or common issues), or using conditions like office hours, user segments, or call history to decide when Fin should answer.

If Fin needs to escalate, the call simply continues through your workflow — whether that means forwarding to a team, offering a callback, or checking availability.

This gives your team complete control over how Fin Voice fits into your IVRs or call workflows, while ensuring callers reach the right support at the right moment.

Learn more about Fin Voice workflows.


Monitor Fin Voice

Every Fin‑handled call appears in your Intercom Inbox right alongside human‑handled calls.

What each conversation includes

  • Call recording

  • Call transcript – full speech‑to‑text

  • AI summary – quick recap of what happened on the call with Fin

  • Call outcome

These details give your team immediate insight into how Fin performed and what the caller needed.

Recommended Inbox views:

View name

Suggested filters

Why it’s useful

All Fin Voice calls

Fin AI agent involved is true

AND

Initial channel is Phone call

Audit every AI‑handled call in one place

Resolved by Fin

Initial channel is Phone call

AND

Fin AI agent resolution state is Assumed Resolution OR

Fin AI agent resolution state is Confirmed Resolution

Review successful resolutions

Asked for the team

Initial channel is Phone call

AND

Fin AI agent resolution state is Routed to team

Spot topics Fin couldn’t solve

Callback pending

Initial channel is Phone call

AND

Fin AI agent resolution state is Routed to team

AND

Last Outbound Call State is not Answered

Ensure follow‑up on promised callbacks if you’re using ‘Offer callback’ as your escalation option

Hung up unanswered

Initial channel is Phone call

AND

Fin AI agent involved is true

AND

Fin AI agent resolution state is unknown

Fin calls where the customers hang up without getting an answer nor asking for the team

You can create a new custom inbox view by clicking "Create view" in the sidebar of the Inbox, giving it a title and icon, adding filters to show the right conversations, and then saving it.

What agents see on transfer

When Fin hands a call to a human teammate, the ringing modal includes the AI summary of the previous interaction. Agents therefore can pick up with context and skip repetitive questions.


Analyze Fin Voice

Create reports

Open your Fin AI Agent report and filter by Channel is Phone call. All metrics below apply only to calls made on or after 11 June 2025.

Key attributes

Attribute

Why it matters

Filter value

Fin involved

Limits results to AI‑handled calls

TRUE

Initial channel

Ensures you’re looking at phone traffic only

Phone call

Fin AI Agent Resolution State (post‑11 June)

How the call ended from the caller’s perspective

Assumed Resolution, Confirmed Resolution, Routed to team

Unknown/No value,

Last Inbound Call State

Technical state regardless of Fin; use for abandon / answered checks

e.g. Abandoned in routing/Answered

Resolution states explained

  • Assumed resolution – Caller hung up after receiving an answer.

  • Confirmed resolution – Caller explicitly said they were all set, then hung up.

  • Routed to team – Caller asked to speak to a human.

  • Unknown/no value: Caller hung up without getting an answer/call is ongoing/calls not involving Fin

Answered by Fin appears in Last Inbound Call State for all calls Fin handled but did not route to a teammate (e.g. when using Stay on the call escalation mode).

Headline metrics

Metric

Formula

Notes

Resolution rate

Assumed + Confirmed

Measures self‑service success

Deflection %

100 − Routed to team

Share of calls never passed to humans

Abandoned %

Deflection − Resolution

Currently inaccurate for phone.

Avg. handle time

Seconds Fin was on the call

Lower = faster answers

Use AI Insights

In addition to the Fin AI Agent report, you can analyze your call data within Fin AI Agent > Analyze to get a deeper understanding of performance and conversation topics.

Performance dashboard

Your Fin Voice calls are included in the Performance dashboard. To see data exclusively for your phone channel, you can apply a filter for Channel is Phone call.

Topics Explorer

The transcripts from your Fin Voice calls are used to automatically generate topics in Topics Explorer. This helps you easily spot trends and identify areas where your support content or guidance can be improved.

Note: CX Score is not yet available for phone calls within Insights or Intercom Reporting. You may see a CX score applied if a conversation started on the phone but was resolved on a different channel, like chat or email.


Telephony integrations

While Fin Voice has a native integration with Intercom Phone, you can also connect it with a wide range of third-party telephony systems. This allows you to use Fin Voice's powerful conversational AI while keeping your existing phone provider.

Supported platforms include:

  • AWS Connect

  • Talkdesk

  • CXOne

  • Aircall

  • Dialpad

  • Twilio Flex

  • Zoom Phone

  • Genesys

  • Five9

  • and others

There are two primary methods for integrating your system with Fin Voice: using a standard phone number (PSTN) or using a SIP address.

Integrate Fin Voice to an external phone provider (PSTN)

If you already have a live, public-facing phone number with a third-party telephony provider (like Amazon Connect or another PSTN service), you can connect it to Fin Voice using call forwarding.

This approach is useful if you want to keep your existing phone number and simply redirect incoming customer calls to Fin for automated handling. The connection is bi-directional, meaning Fin can also seamlessly escalate calls back to your teammates on your existing system.

Tip: To learn more about this process, see our guide on Integrating Fin Voice with your telephony system using call forwarding.


Integrating with SIP

Session Initiation Protocol (SIP) is an alternative method for forwarding calls over the internet instead of through traditional phone networks.

Forwarding calls to Fin Voice

  1. In Fin Voice, navigate to the Deploy page and create a new SIP line. This will generate a unique SIP URI (Uniform Resource Identifier) for Fin Voice.

  2. In your third-party telephony system, set up call forwarding to send calls to the Fin Voice SIP URI.

Forward Fin Voice calls to your system

  1. In your own telephony system, create a dedicated queue for Fin Voice escalations and get its corresponding SIP URI.

  2. In Fin Voice, go to the Deploy page and configure call forwarding to send escalated calls to the SIP URI of the dedicated queue in your system.

Note: If you need help with a SIP integration or would like to explore an API integration, please reach out to your relationship manager to arrange time with our product team.


Resolutions and pricing

How do you define Fin Voice resolutions?

A Fin Voice Resolution is defined as a person asking a question and receiving at least 1 answer (based on your knowledge base content) from Fin and then disconnecting from the call or the call is disconnected for any reason.

If a caller abandons the call while Fin is transferring, does that count as a resolution?

No, if a call is abandoned while it's being transferred or forwarded to your team, this does not count as a resolution.

How do you charge for Fin Voice?

Contact your account owner to learn more about pricing. Once agreed, Fin Voice pricing will be set out in your Order Form with Intercom.


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