Fin isn’t just for customer service—it’s your AI partner across the entire customer journey. Forward-thinking teams like Lightspeed, Anthropic, and Whoop are already using Fin beyond support, applying its intelligence to sales, success, marketing and more to deliver seamless, end-to-end customer experiences.
As part of our Customer Agent architecture, Fin is evolving to take on specialized Roles, each trained to world-class expertise. It will pursue your business Goals, retain Memory across the customer lifecycle, develop deep Knowledge of your products and processes, and Interoperate with your systems and tools.
By uniting all customer-facing functions under one intelligent agent, Fin helps you eliminate fragmented experiences and create something extraordinary: a connected, personal, and truly exceptional customer journey.
Roles Fin can perform as a Customer Agent
Fin continues to deliver world-class support, handling the majority of customer questions—including complex ones—across every channel.
Fast and accurate answers: Deep knowledge of your products, services, policies, and processes.
24/7 availability: Always ready to serve customers, no matter the time zone.
High resolution rate: Proven to resolve most customer issues without human intervention.
Fin engages prospects in natural conversations that blend product education with subtle data collection for lead qualification.
Conversational lead capture: Collects key data contextually while answering questions.
Smart qualification: Applies real judgement to decide whether a lead is ready for for your Sales team.
Seamless handoff: Summarizes conversations and passes qualified leads directly to your Sales team.
Fin acts as an online shopping assistant for customers browsing your products or services.
Personalized recommendations: Suggests the right items based on customer goals and details.
Upsell opportunities: Identifies and offers relevant add-ons during the buying process.
Frictionless checkout: Guides customers through selection and purchase in real time.
Once customers buy, Fin helps them onboard and succeed over the long term.
Guided onboarding: Walks customers step-by-step through setup or first use.
Continuous success: Provides personalized strategic advice at scale.
Proactive engagement: Spots patterns, prevents issues, and helps customers get more value over time.
FAQs
Can Fin really handle multiple roles at once?
Yes. Fin is designed to fluidly move between roles in a single conversation.
What makes Fin different from having separate AI Agents?
Instead of fragmented agents with different goals and skills, Fin acts as one unified Customer Agent. This avoids inconsistent experiences and ensures continuity across every interaction.
Is Fin still focused on customer support?
Absolutely. Fin remains the leading AI Agent for Customer Service, while expanding into new roles that cover the entire customer lifecycle.
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