Intercom app

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

Add your 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

Use this article to write Fin Guidance that's clear, consistent, and effective. Fin Guidance lets you control how Fin speaks, when it escalates, and which content it prioritizes.

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 recommendations to improve Fin's performance.

Use AI-powered content recommendations to improve Fin

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

Explains how to control what Fin does when a customer asks for a human but no agents are online — including follow-up check-ins, bot-only mode behavior, and escalation guidance.

Configure Fin's behavior when no human agents are available

Learn how to use the Data Hub to manage your customer data and build a customer profile that helps Fin personalize its responses.

Using the Data Hub to personalize Fin's responses

Set any Fin Guidance to apply only during, or only outside, one of your office hours schedules, so Fin's behavior changes automatically with the time of day.

How to make Fin Guidance apply only during or outside office hours

Let Fin ask your team for an approval, information or a decision, then finish the conversation itself, on email and chat.

Ask a teammate for help with Fin's replies (Human in the Loop)

Jennifer

Beth-Ann Sher

Dawn Perrott

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New to Fin Data connectors? This guide covers the full setup from connector creation to APIs, authentication, custom objects, testing, and troubleshooting.

Data connectors quick start guide

Use this article to connect Intercom's Fin AI agent to a Snowflake MCP (Model Context Protocol) server. Once set up, Fin can run read-only SQL lookups against your Snowflake tables…

Connect the Snowflake MCP connector to Fin

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

How to set up Data connectors

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

Use Data connector templates

Designing and using your APIs with 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

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

Learn about accessing and using Data connectors securely with Fin.

Data connectors FAQs

What the Fin Agent API MCP Server is and how to use it.

Fin Agent API: MCP Server

How to read and interpret data connector logs, identify the cause of connector errors, and take the right steps to resolve them.

Understanding data connector errors

How to connect your Zapier account to Fin so it can take action across thousands of apps—from Slack messages to CRM updates—directly in conversations, without any custom code.

Connect the Zapier MCP connector to Fin

How to add and use Fin's four pre-built data connector templates to handle refund quotes, gift cards, and balance checks from Shopify.

Shopify compensation templates for Fin

Ivan Branimir Skoric

Sean Meade

Connect Fin to external data, tools, and MCPs.

Use Data connectors

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

Fin Procedures explained

Learn how to build a business case and partner with your engineering team to unlock automated resolutions with Fin Procedures.

How to advocate for Fin Procedures internally

Create Fin Procedures step by step using AI or manual setup, with a worked example showing a Data Connector in action.

Quick start: Create a Fin Procedure

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

Learn how to identify when a Workflow is too complex and how to transition structured logic into Fin Procedures for better resolution.

When to move complex logic from Workflows to Procedures

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

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 let Fin pause a procedure to loop in teammate / agent for help with high-risk or sensitive decisions before continuing.

Human in the Loop approvals for Fin Procedures

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

Run Simulations for Fin Procedures

How to use code blocks in Fin Procedures to run deterministic, repeatable logic, including when to use them, how to set them up, and available Python libraries.

Code block tool in procedures

Learn how to manage the publishing lifecycle of your procedures, track version history, and roll back changes to optimize Fin.

Manage procedure versions and publishing

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

Report on Fin Procedures

Learn the difference between using Fin Guidance and Fin Procedures to customize how conversations are handled.

When to use Fin Guidance vs. Procedures

Learn when to use automation tools — Procedures, Tasks, and Workflows.

Procedures vs. Tasks vs. Workflows

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 use the conversation debugger, inspect Fin's thoughts, and resolve Data connector errors within your Procedures.

Troubleshooting Fin Procedures and Data connectors

A conversation designer's six principles for building Fin Procedures that improve over time covering routing, data fetching, branching, testing, changelogs.

How to build a Fin Procedure that improves over time

Learn how to manually trigger a Fin procedure on any conversation from the Inbox using a keyboard shortcut.

Trigger a Fin procedure from the Inbox

Learn how to add a Wait for reply step to pause a Fin Procedure while a customer completes a task.

Using the Wait for reply step in Fin Procedures

How to trigger Fin procedures from a website button click or external API call, including setup, customer experience, and routing behavior.

Trigger a proactive procedure from your website or an external API

How to connect Human in the Loop steps in Fin Procedures to your own systems using the Respond by API channel, webhooks, and the Intercom API.

Human in the Loop approvals via API

Brian Branca

Use Fin Procedures

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

Fin Tasks explained

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

Alissa Tyrangiel

Chris Dalley

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

Use Fin Tasks

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Create your workspace and invite the people you work with.

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

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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.

Prototype answer unavailable

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

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