Skip to main content

Fin for sales FAQs

Written by Beth-Ann Sher
Updated yesterday

Pricing & availability

What is Fin for sales?

Fin for sales runs inbound sales conversations end to end, the way your best reps do. It uses the latest AI to engage buyers through natural conversations, qualifies in real time, and routes high-intent opportunities to the right team or path—giving prospects a radically better buying experience and helping sales teams stay focused on the best deals.

It works differently to Fin Service Agent for customer support, which is enabled and configured separately.

How do I get started with Fin for sales?

Fin for sales is now generally available to all customers on Intercom's latest pricing plans. Go to Fin AI Agent > Sales to get started.

How is Fin for sales priced?

Fin for sales is billed as an additional charge, based on usage — you only pay when Fin delivers a result. Learn more about pricing in Fin AI Agent outcomes.

Self-serve customers on Intercom's latest pricing plans automatically get a free 14-day trial of all Fin for sales outcomes (including qualifications and disqualifications). After the trial ends, you're automatically charged at the standard per-outcome rate.

How can I tell if Fin for sales is live?

There is currently no visual “live” indicator. The best way to confirm it’s working is to:

  • Start a new inbound sales conversation on a supported channel

  • Check whether Fin responds before a human joins

  • Confirm the conversation appears in the correct inbox

Once deployed, Fin for sales should respond immediately.


Integrations

What CRMs or GTM tools can I connect to Fin for sales?

Fin for sales can connect to any CRM or GTM tool already integrated with your workspace using data connectors, including Salesforce, HubSpot, Marketo, and Chilli Piper.

What booking platforms are supported for Fin for sales?

Any booking platform can be used through links. Messenger-native calendar apps like Calendly will work if installed.


Channels & experience

What channels are supported for Fin for sales?

Fin for sales supports email, chat (web, iOS, Android), WhatsApp, Social (Facebook, Instagram) and SMS, meeting prospective customers on their preferred channel.

How does the web chat experience differ between Fin for service and Fin for sales?

Fin for sales includes Spotlight, our new agentic Messenger experience for sales. Spotlight is built to be engaging, conversational, and focused on helping move web visitors from early interest to deeper intent and higher-quality sales conversations. By creating a more natural, dialogue-driven experience, the new Spotlight Messenger supports prospects as they explore your offering, ask questions, and take the next step, whether that’s sharing their details or booking a demo.

Which inbox will Fin for sales conversations appear in?

They appear in the inbox selected during your workflow assignment setup. You can also view all sales conversations from Fin AI Agent > Sales > Analyze > Conversations.

Can a sales rep take over a conversation?

Yes. Once a sales rep joins, Fin stops responding. Fin does not resume automatically after a human takes over.

How does Fin for sales handle and filter spam?

Fin identifies and disqualifies conversations that are spam or have malicious intent.

Fin looks at common spam behaviour that, such as when a prospect is uncooperative, time-wasting, unintelligible, or repeating the same message to determine they should be disqualified. You can further shape this by adding guidance to the Fin for sales role to account for the spam/abuse patterns specific to your website and inbound channels.

When Fin detects that a sales conversation has become spammy, it routes the conversation to a Spam view in your Inbox, closes it, and disables replies. This prevents spam from reaching your sales team and diluting their focus.

Note: Right now, you can’t unmark these conversations as spam and re-open them; the expectation is that true spam conversations don’t need to be re-engaged.


Setup & workflows

What content does Fin for sales use to answer prospects?

Fin for sales uses content that is explicitly enabled for Sales under the content "Fin" settings. It does not automatically use all your help center or internal content.

We recommend that you’ve enabled Fin with content that covers the information you need when engaging with prospects, for example pricing plans, competitor comparisons, and case studies.

Note: If an article is enabled only for Service, Fin for sales will not use that article when responding to prospects.

How do I set up Fin for sales to proactively engage with leads on my website?

Use existing Workflow triggers such as open messenger, page visit, or targeted outbound triggers.

Can I choose a different trigger when creating a workflow for Fin for sales?

When creating a workflow from Fin AI Agent > Sales > Deploy, the workflow is automatically preconfigured to trigger when a user sends a message. However, you can still create workflows with any trigger they want by creating a workflow manually and adding Fin as a step.

What is the best way to collect additional prospect data after Fin for sales parameters are already set up?

If you later decide you need additional prospect data (for example, campaign budget), you can either create a new attribute or add a natural-language condition in the qualification rules. Both approaches are supported and valid—the choice depends on how the data will be used.

Does Fin support automated email nurturing or follow-up for sales leads?

You can leverage Intercom’s Outbound and Proactive Support capabilities to send targeted, sequenced messages across channels to prospects.

Can qualified leads be tagged and then used as a trigger for automated email follow-ups?

Yes. Qualified (or disqualified) leads can be tagged via a workflow as part of the routing outcome, and those tags can then be used later for targeted follow-ups, including automated outbound emails in Intercom.

Does Fin support routing logic for offering meetings to specific sales reps (for example, assigning meetings based on rules or ownership)?

When using Intercom routing, you can leverage existing round-robin or teammate assignment rules within Intercom if the next step requires human follow-up. However, outside of Intercom, Fin does not automatically schedule or route the conversation to the appropriate representative.

How should Fin handle conditional qualification questions for specific prospect types (e.g. VC firms or consultancies)?

When certain prospect types (such as VC firms or consultancies) require different qualification logic, the recommended approach is to create a separate qualification outcome for those segments rather than relying only on guidance text. Using guidance alone can lead to inconsistent behavior, especially when that guidance conflicts with Fin’s core qualification objectives.


💡Tip

Need more help? Get support from our Community Forum
Find answers and get help from Intercom Support and Community Experts


Did this answer your question?