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
Hand off to support if needed (chat and email)
Once you've finished configuring Fin for Sales, you can continue to build your workflow and choose what happens when Fin is unable to qualify a lead — for example, assigning the conversation to an inbox. Handover to Fin for Service is managed directly in your Playbook via the Escalate to support outcome, not as a separate workflow step.
From the side drawer, click Manage in Playbook to configure the handover setting directly. Context will be passed to Fin for Service. If it can't resolve the issue, the conversation continues down the workflow's escalation path. This requires Fin for Service to be deployed.
Note: You should always deploy separate workflows for chat and email. Behavior differs per channel and should be tuned separately.
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