As an SDR, Fin’s goal is to help potential customers understand your product and convert their interest into action.

Fin achieves this through two essential SDR skills:

This guide walks you through how to train Fin as a Customer Agent on these skills so it can engage, qualify, and convert leads at scale.

Fin can engage prospects through proactive conversations, tailored recommendations, and clear qualification to move them closer to becoming paying customers.

With this skill, Fin becomes an SDR by asking the right questions to uncover a lead’s needs, goals, timeline, budget, and company size, then routing qualified opportunities to the Sales team for the next step.

First, go to Knowledge and make sure you’ve enabled Fin with content covering pricing plans, competitor comparisons, and case studies.

Now navigate to Fin AI Agent > Fin settings > Audiences and set up a new audience specifically for prospects by targeting visitors and leads. Save and apply this audience to the relevant content.

Then go to Fin AI Agent > Train > Guidance and create guidance for Fin to operate more inquisitively and collect relevant data when talking to prospects.

For example, to collect qualification data from prospects create “Communication style” guidance:

“When you chat with new prospects:

For questions related to competitors and pricing, create “Content and sources” guidance which gives Fin specific content to reference for those questions:

“When a prospect wants to know more about our pricing, always use [Public article: Examply pricing plans] and [Public article: How Examply compares to other tools].”

Next, use Fin Attributes to automatically detect lead qualification data Fin collected during conversations, such as:

For example, to detect and capture their goals during the conversation:

After you’ve set up Fin guidance and attributes to collect and detect lead data, you can create Escalations Rules in Fin AI Agent > Train > Escalation to tell Fin when to pass qualifying leads to your Sales team.

For example, if Fin detects that a lead’s Company Size is 500+ employees and identifies their key Customer Goals through Fin Attributes, it will qualify the lead and hand them off to a human.

You can then use your Fin workflow to route leads to the right teammate/team based on data captured in Fin Attributes.

For example, if Fin detected the lead’s company size is “Mid-Market” or “Enterprise” route to Sales, else route to Support.

Fin will now use your content, guidance, attributes, escalation rules, and workflows to engage leads and route them efficiently once they qualify.

Fin can also use these same features in outbound workflows—for example, when a customer visits your pricing page—to proactively engage prospects, guide them through product discovery, answer questions, and qualify leads for your Sales team.

Fin can also recognize genuine interest and buying intent, then move prospects directly into the sales funnel with immediate next steps such as booking a call or triggering follow-up.

With this skill, Fin becomes an SDR by detecting buying signals, collecting and qualifying lead data, pushing it into the CRM, and seamlessly routing to Sales with actions already in motion (e.g. sales meeting booked, GTM workflow triggered).

First, go to Settings > Integrations > Data connectors to set up connectors that access data in external systems such as Clay or Salesforce, or update records in your CRM. These data connectors can then be used in your Fin Task.

Next, go to Fin AI Agent > Train > Tasks and click New task.

Give the task a title such as “Lead Qualification”.

Describe exactly when Fin should trigger this task. For example: “Fin should use this task whenever a website visitor expresses interest in starting with Exemplary Saas or asks about pricing, plans, talking to sales or how to get started. The goal is to qualify the prospect, recommend the right plan, calculate pricing for Starter or Pro, or route to sales for Enterprise.”

Then train Fin on example questions for when to trigger and when not to trigger. If you don’t define examples, Fin might misclassify user intent. Example questions you could use:

Since this task is designed specifically for sales development, set the audience to Leads only. You can also define channel availability and more specific audience rules using data attributes.

Now click into the Instructions block to define the steps Fin should take to identify quality leads and take action, including the relevant account data Fin should read from.

For example:

Click Done to save your instructions and return to the task builder. Here, you can decide what happens if Fin qualifies a lead using branches. For example, if “Plan recommendation contains enterprise” book a call with your sales team.

Once you're happy with how Fin performs the task, go ahead and select Set live to let Fin get to work! 💪