Intercom

How to add content Fin AI Agent can use to start providing customers with answers.

Add your support content for Fin AI Agent

How to adjust the tone of voice used in Fin's replies to sound more like your preferred company tone.

Customize Fin AI Agent tone of voice and answer length

How to use Guidance to customize Fin's responses to match your support policies and communication style.

Provide Fin AI Agent with specific guidance

Learn how to use Fin Guidance effectively to improve Fin's performance and answer relevancy.

Fin Guidance best practices

Use Fin to automatically classify incoming conversations into defined attributes - so you can route faster and act smarter.

How to create Fin Attributes

Learn how to create effective attribute value names and descriptions to help Fin classify your support conversations with high accuracy.

Fin Attribute best practices

Leverage Fin attributes in Workflows, Reports, and the Inbox to automate routing, generate insights, and enable teammate review.

Using Fin Attributes in workflows, reports, and the inbox

Control when Fin escalates conversations to human teammates and how the handover is communicated.

Manage Fin AI Agent's escalation guidance and rules

How to use content gap suggestions to improve Fin's performance.

Use AI-powered content suggestions to improve Fin

Generate content for Fin using teammate conversations to improve resolution rates and fill knowledge gaps.

Use content from conversations [beta]

Use Fin Guidance to keep certain topic related chats open for manual review preventing Fin AI Agent from auto-closing these conversations.

Prevent emails from being closed using Fin Guidance

Beth-Ann Sher

Dawn

Zoe Sinnott

Train

Understand how Fin Procedures and Simulations bring more control, reliability, and simplicity to complex automation.

Fin Procedures explained

How to build structured, reliable Fin Procedures with steps, tools, and guidance.

Building Fin Procedures

Learn more about transitioning from Fin Tasks to Procedures.

Transitioning from Fin Tasks to Procedures

Build, configure, and test Fin Procedures for complex queries.

Quick start: Create a simple Fin Procedure

Learn how to write instructions in Fin Procedures using natural language.

How to write instructions in Fin Procedures

Master code conditions faster with data attributes, datetime and timezone handling, loops and arrays, and AI-generated code examples.

How to write code conditions for Fin Procedures

Use data connectors to read and act on external API data and perform automated actions during customer conversations.

How to use data connectors in Fin Procedures

Learn how to create, run, and structure sub-procedures to keep complex Fin procedures readable, reusable, and easier to maintain.

How to run sub-procedures

Learn how to use Simulations to validate Fin Procedures, build confidence, and catch problems before they impact customers.

Run Simulations for Fin Procedures

Learn how to monitor the performance of your live Fin Procedures using key signals and report filters.

Report on Fin Procedures

Fin Procedures FAQs

Troubleshooting Fin Procedures

Use Fin Procedures

Allow Fin to connect to external systems and handle more complex processes automatically.

Fin Tasks and Data connectors explained

How to set up Data connectors with external systems for personalized Fin answers and other automations.

How to set up data connectors

Empower Fin with more data and actions for faster, more accurate customer resolutions with the power of MCP connectors.

Add MCP connectors for popular apps or custom MCPs

Available data connector templates for Fin AI Agent using third party apps.

Use data connector templates

Designing and using your APIs with Data connectors

How to use email verification before triggering a Data connector in a workflow or with Fin.

Secure Data connectors with One-Time Passcode

Here are a few best practices to consider when creating and using Data connectors with Fin.

Best practices when using Data connectors with Fin

Enabling Fin to handle more complex processes automatically.

How to set up Fin Tasks

See our best practices and examples when creating Fin Tasks and writing instructions for Fin.

Best practices for Fin Tasks

Learn about accessing and using Data connectors securely with Fin.

Fin and Data connectors FAQs

Ivan

Davy

Allowing Fin to connect to external systems and handle more complex processes automatically.

Use Fin Tasks and Data connectors

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