Fin Sales Agent 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.

Fin Sales Agent is currently in a limited access phase. Please go to Fin AI Agent > Sales to confirm eligibility and learn more about getting access.

Starting March 19, 2026, Fin Sales Agent will be billed as an additional charge, based on usage. If you’d like to learn more about Fin Sales Agent and pricing, please reach out to your Account Manager. Once agreed, Fin Sales Agent pricing will be set out in your Order Form with Intercom.

For users of Fin Sales Agent before March 19, 2026, you will continue to have free access until April 17, 2026 or your agreed contract start date, whichever is sooner.

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

Once deployed, Fin Sales Agent should respond immediately.

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

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

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

Fin Sales Agent includes Spotlight, our new agentic Messenger experience for Sales Agent. 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.

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

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

Fin Sales Agent uses content that is explicitly enabled for Sales Agent 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.

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

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.

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.

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

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.

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.

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.