Train
By Jennifer and 11 others12 authors47 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
- Prevent emails from being closed using Fin Guidance
- Configure Fin's behavior when no human agents are available
- Data connectors quick start guide
- How to set up Data connectors
- Use Data connector templates
- Designing and using your APIs with Data connectors
- Add MCP connectors for popular apps or custom MCPs
- Secure Data connectors with One-Time Passcode
- Best practices when using Data connectors with Fin
- Data connectors FAQs
- Fin Agent API: MCP Server
- Understanding data connector errors
- Connect the Zapier MCP connector to Fin
- Fin Procedures explained
- How to advocate for Fin Procedures internally
- 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 for Fin Procedures
- Run Simulations for Fin Procedures
- Code block tool in procedures
- Manage procedure versions and publishing
- Report on Fin Procedures
- When to use Fin Guidance vs. Procedures
- Procedures vs. Tasks vs. Workflows
- How to use data connectors in Fin Procedures
- Troubleshooting Fin Procedures and Data connectors
- How to build a Fin Procedure that improves over time
- Trigger a Fin procedure from the Inbox
- Using the Wait for reply step in Fin Procedures
- Proactive procedure triggers: website element click and API