Train
By Beth-Ann and 7 others8 authors38 articles
Add your content for Fin AI Agent
Customize Fin AI Agent tone of voice and answer length
Provide Fin AI Agent with specific guidance
Fin Guidance best practices
How to create Fin Attributes
Fin Attribute best practices
Using Fin Attributes in workflows, reports, and the inbox
Manage Fin AI Agent's escalation guidance and rules
Use AI-powered content recommendations to improve Fin
Use content from conversations [beta]
Prevent emails from being closed using Fin Guidance
Fin Procedures explained
Quick start: Create a Fin Procedure
Building Fin Procedures
Transitioning from Fin Tasks to Procedures
When to move complex logic from Workflows to Procedures
How to write instructions in Fin Procedures
How to write code conditions for Fin Procedures
How to run sub-procedures
Human-in-the-loop approvals: using Ask teammate in Procedures
Run Simulations for Fin Procedures
Manage procedure versions and publishing
Report on Fin Procedures
When to use Fin Guidance vs. Procedures
Procedures vs. Tasks vs. Workflows
Fin Procedures FAQs
How to use data connectors in Fin Procedures
Designing and using your APIs with Data connectors
Troubleshooting Fin Procedures and Data connectors
Fin and Data connectors FAQs