Deploying Fin for sales is done via Workflows. You can deploy from:
The chat and email sections in Fin AI Agent > Sales > Deploy.
Or head straight to Fin AI Agent > Workflows.
Configure your deployment
Select a workflow trigger such as open messenger, page visit, or outbound triggers.
Choose a channel (chat or email). Many teammates start with chat.
Set the audience (e.g. leads only).
Add a Let Fin handle step and click on it to set Fin's role to Sales (this will be preset if you used the deployment banner).
This step also lets you see and manage the following settings:
Content Fin can access
Qualification questions and outcomes
Set expectations for human support (chat only)
Auto-close abandoned Fin conversations
Once you've finished configuring Fin for sales, you can continue to build your workflow and choose what happens if Fin is unable to qualify a lead, such as having Fin transition to a service role or assigning it directly to an inbox.
Note: You should always deploy separate workflows for chat and email. Behavior differs per channel and should be tuned separately.
Need more help? Get support from our Community Forum
Find answers and get help from Intercom Support and Community Experts