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Freedom to select exactly what data and visuals are most relevant to your needs.

Create a custom report

Use specific chart types and options to visualize conversation or ticket data that’s important to your business.

Custom report chart types and options

Seeing unexpected results in reports? Find out why in this article.

Troubleshooting custom reports

Complete list of filters and conditions for all metrics available on our datasets to generate SQL with an LLM.

Dataset filters & conditions for SQL generation with LLMs

Learn how to save filter combinations on custom reports, apply them in one click, and manage them across your workspace.

Save and reuse report filters

Reference guide for the Fin AI Agent escalation reporting attributes — escalated reason and escalated by — available in custom reports, filters, and groupings.

Escalation reporting metrics & attributes

Build your own metrics in Reports — filter a built-in metric or divide one by another to track the numbers that matter to your team. Available on contracted plans.

Custom metrics explained

Use this article to create formula metrics in Reports: custom metrics that add, subtract, multiply, or divide up to six metrics, each with its own filters. Readers should already know…

Build custom metrics with formulas

Beth-Ann Sher

Dawn Perrott

Michelle Faughnan

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Volume, creators and topics for your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

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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.

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