Intercom app

One unified Customer Agent for the entire customer experience.

Fin as a Customer Agent for service, sales, and more

Beth-Ann Sher

Bethany Clark

Dawn

Learn how to use Fin as a Customer Agent for the entire customer experience.

Roles

Learn how Fin handles inbound sales conversations end to end.

Fin for Sales explained

Learn how to train Fin with your lead qualification criteria and routing outcomes.

How to train Fin for Sales

Learn how to customize and manage the Spotlight Messenger for Fin.

How to configure the Spotlight Messenger

Empower Fin to qualify leads faster using online research and third-party enrichment tools.

Enriching leads with Fin for Sales

Enable Fin for Sales to connect directly to your Salesforce account and build data connectors for you.

Connect Salesforce to Fin for Sales

Enable Fin for Sales to connect directly to your Marketo account and build data connectors for you.

Connect Marketo to Fin for Sales

Enable Fin for Sales to connect directly to your HubSpot account and build data connectors for you.

Connect HubSpot to Fin for Sales

Seamlessly connect Fin to Salesforce, HubSpot, Attio and more to automatically capture and sync leads.

Fin for Sales integrations: Create leads in your CRM

Let Fin schedule meetings with leads automatically using Calendly.

Book meetings with Calendly using Fin for Sales

Let Fin schedule meetings with leads automatically using Chili Piper Concierge routing.

Book meetings with Chili Piper using Fin for Sales

Let Fin schedule meetings with leads automatically using your HubSpot calendar.

Book meetings with HubSpot using Fin for Sales

How to use Simulations to test Fin for Sales before it goes live so you can see how Fin qualifies leads, what it says, and where it routes them.

Simulation testing for Fin for Sales

Learn how to deploy Fin for Sales so it can qualify leads based on your criteria and route them to the appropriate motion.

Deploy Fin for Sales

Track performance, leads reporting, and conversations with Fin for Sales.

Analyze and report on Fin for Sales

Fin for Sales FAQs

Track every configuration change made to Fin for Sales — who changed what, when, and where. Find it under Fin AI Agent → Sales → Changelog.

View the Fin for Sales changelog

Learn how to train and deploy Fin for Sales.

Fin for Sales

Fin for Ecommerce connects seamlessly with your Shopify store to aid with product discovery and reduce buying friction.

Fin for Ecommerce explained

New customer onboarding to train, test, and deploy Fin for Ecommerce on Shopify.

Set up Fin for Ecommerce on a Shopify store

How to use Fin for Ecommerce with your store on WooCommerce, Magento, BigCommerce, Salesforce Commerce Cloud, or a custom-built platform.

Set up Fin for Ecommerce on any ecommerce platform

Learn how to transition your existing Fin workflows to use Fin for Ecommerce.

Transition existing workflows to Fin for Ecommerce

Understand how Fin for Ecommerce performs across shopping and support conversations.

Analyze Fin for Ecommerce performance

Track the revenue Fin for Ecommerce drives for your store, view attributed orders, and drill into the conversations behind each sale.

Analyze the revenue Fin for Ecommerce generates for your store

Learn how to train and deploy Fin for Ecommerce.

Fin for Ecommerce

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

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