To get started, go to Fin AI Agent > Sales > Train.

Begin with a prompt to create your playbook, which defines how Fin Sales Agent qualifies leads and the next steps it can guide them toward and becomes the foundation of your qualification logic, guidance, and routing outcomes.

Alternatively, you can generate your Sales Agent configuration by simply providing your website's pricing page URL. Fin will use the information on that page to automatically generate a configuration based on your pricing details. This helps you get started faster without having to manually define everything from scratch.

Tell Fin what signals matter when deciding whether someone is qualified, using clear, objective characteristics such as:

Clear criteria make Fin's qualification decisions consistent and reliable.​

Routing outcomes are the end-states Fin can guide someone to once it has qualified (or disqualified) them.

Examples of routing outcomes:

These outcomes determine what Fin offers and says. They do not handle tagging, assignments, or workflow automation - those happen later in Workflow actions once your playbook has been created.

Describe any rules or guidance you want Fin to follow such as communication style and tone of voice, as well as critical rules on how to handle references to competitors.

Include 2–3 short examples of what a qualified and non-qualified lead looks like to help Fin generalize accurately.

After you enter your prompt, click Continue and Fin Sales Agent will generate a playbook (this can take 2 - 3 minutes).

In Fin AI Agent > Sales > Train > Playbook you’ll find all routing outcomes created from your prompt.

At the top of the Playbook, you'll find a Data to collect section. Any attributes added in Data to collect are shared across all qualifying outcomes.

Default outcomes always include:

Additional outcomes will be created based on your prompt (e.g., self-serve, sales handover) and you can add more outcomes at the bottom of the page.

Each routing outcome has several configuration options:

In the Conditions to qualify section, you can define two types of conditions:

A lead will qualify only after all prerequisite conditions are met and at least one optional condition is satisfied (if provided).

This also allows you to break down complex logic into smaller, more meaningful conditions. Combined with condition titles, it makes organization and readability much smoother.

Each outcome can still collect its own specific data. Inside every outcome's side drawer, you'll see a section called Additional data to collect.

Attributes added here apply only to that specific route and do not affect others. This gives you flexibility to collect general data that applies to most outcomes, while still capturing route-specific information when needed.

Choose what happens when a lead is routed to this outcome, including what Fin should communicate and taking actions to book a meeting (via the Calendly integration) or use a follow-up workflow.

Click Add workflow if you want follow-up steps beyond Fin’s final message. Examples of actions after being qualified include:

From Fin AI Agent > Sales > Train > Content you can configure which content your Sales Agent should have access to.

Fin Sales Agent can use any content already added for Service Agent in your workspace, but you’ll need to make sure it’s enabled for Sales Agent either by selecting content in bulk and changing the Sales Agent state to enabled:

Or, enabling individual content items for Sales Agent from the details panel:

Go to Fin AI Agent > Sales > Train > Guidance to create Fin Sales Agent guidance for:

From Fin AI Agent > Sales > Train > Integrations, you can allow Fin Sales Agent to enrich leads using additional context and data, create leads in your existing CRM, and connect to calendars for booking meetings.

To hold highly personalized, context-aware conversations, Fin Sales Agent can independently research leads and pull data from third-party enrichment platforms—all in real-time. This happens automatically after Fin captures a prospect's email address, reducing the number of follow-up questions Fin needs to ask.

After Fin collects a prospect's email, it'll research them online and enrich the lead with the appropriate qualification data. Online research is on by default, and can be toggled off at any time.

Use data connectors to enrich Fin's knowledge about leads with information from your existing tools, such as SFDC, HubSpot, Clay, and more.

Automatically create or update leads in your CRM after qualification. First, you’ll need to authenticate your chosen CRM, then trigger a data connector using the follow-up workflow once a lead is qualified.

By installing the Calendly integration from the App Store, you can add your calendars and let qualified leads book time with your team directly in Messenger.

To test Fin Sales Agent, go to Fin AI Agent > Sales and click Test in the top right to use the preview panel and validate Fin's logic and messaging before deployment.

You can: