Intercom app

Learn about Fin's capabilities, features, and integrations.

Fin AI Agent explained

Integrate Fin with platforms like Salesforce, or your custom-built Helpdesk.

Fin for platforms explained

How Fin retains past conversation context, how long it remembers, and answers to common questions.

Fin memory

Dawn Perrott

Beth-Ann Sher

Bethany Clark

Using the most powerful Customer Agent in the market, ready to resolve your most complex queries on all your channels.

Fin AI Agent

One unified Customer Agent for the entire customer experience.

Fin as a Customer Agent for service, sales, and more

Learn how to use Fin as a Customer Agent for the entire customer experience.

Roles

Learn how Fin handles inbound sales conversations end to end.

Fin for Sales explained

Learn how to train Fin with your lead qualification criteria and routing outcomes.

How to train Fin for Sales

Learn how to customize and manage the Spotlight Messenger for Fin.

How to configure the Spotlight Messenger

Empower Fin to qualify leads faster using online research and third-party enrichment tools.

Enriching leads with Fin for Sales

Enable Fin for Sales to connect directly to your Salesforce account and build data connectors for you.

Connect Salesforce to Fin for Sales

Enable Fin for Sales to connect directly to your Marketo account and build data connectors for you.

Connect Marketo to Fin for Sales

Enable Fin for Sales to connect directly to your HubSpot account and build data connectors for you.

Connect HubSpot to Fin for Sales

Seamlessly connect Fin to Salesforce, HubSpot, Attio and more to automatically capture and sync leads.

Fin for Sales integrations: Create leads in your CRM

Let Fin schedule meetings with leads automatically using Calendly.

Book meetings with Calendly using Fin for Sales

Let Fin schedule meetings with leads automatically using Chili Piper Concierge routing.

Book meetings with Chili Piper using Fin for Sales

Let Fin schedule meetings with leads automatically using your HubSpot calendar.

Book meetings with HubSpot using Fin for Sales

How to use Simulations to test Fin for Sales before it goes live so you can see how Fin qualifies leads, what it says, and where it routes them.

Simulation testing for Fin for Sales

Learn how to deploy Fin for Sales so it can qualify leads based on your criteria and route them to the appropriate motion.

Deploy Fin for Sales

Track performance, leads reporting, and conversations with Fin for Sales.

Analyze and report on Fin for Sales

Fin for Sales FAQs

Track every configuration change made to Fin for Sales — who changed what, when, and where. Find it under Fin AI Agent → Sales → Changelog.

View the Fin for Sales changelog

Learn how to train and deploy Fin for Sales.

Fin for Sales

Fin for Ecommerce connects seamlessly with your Shopify store to aid with product discovery and reduce buying friction.

Fin for Ecommerce explained

New customer onboarding to train, test, and deploy Fin for Ecommerce on Shopify.

Set up Fin for Ecommerce on a Shopify store

How to use Fin for Ecommerce with your store on WooCommerce, Magento, BigCommerce, Salesforce Commerce Cloud, or a custom-built platform.

Set up Fin for Ecommerce on any ecommerce platform

Learn how to transition your existing Fin workflows to use Fin for Ecommerce.

Transition existing workflows to Fin for Ecommerce

Understand how Fin for Ecommerce performs across shopping and support conversations.

Analyze Fin for Ecommerce performance

Track the revenue Fin for Ecommerce drives for your store, view attributed orders, and drill into the conversations behind each sale.

Analyze the revenue Fin for Ecommerce generates for your store

How to keep your Shopify cart in sync when Fin for Ecommerce adds or changes items, and fix themes that don't update automatically.

Sync Fin's cart with your Shopify storefront

Learn how to train and deploy Fin for Ecommerce.

Fin for Ecommerce

Operator autonomously manages your support operations through a proposal-based review system.

Fin Operator explained

Learn how to use Operator with worked examples.

How to use Fin Operator

Use the Operator to search, audit, create, update, and delete articles, snippets, and internal articles — with every change proposed as a reviewable draft before going live.

Use Fin Operator for knowledge base management

Use the Operator to query workspace metrics, analyze conversation samples, segment data, and generate charts — all in a single conversation, without building reports manually.

Use Fin Operator for reporting and analysis

Use the Operator to set up, update, audit, and delete Fin guidance rules — with proposals for review before anything goes live.

Use Fin Operator for guidance rules

Use the Operator to create, edit, audit, and debug Fin procedures in plain language — with full validation and proposals for review before any changes go live.

Use Fin Operator for procedures

Use the Operator to investigate why Fin behaved a certain way in a conversation — including wrong answers, unexpected escalations, and procedure step issues — and fix the root cause.

Use Fin Operator for conversation debugging

Learn how Fin Operator detects conversation spikes, identifies what's driving them, and drafts targeted bulk responses for your review — before anything reaches customers.

Use Fin Operator for incident detection and response

Learn how Fin Operator helps you prepare for teammate 1:1s and performance reviews by pulling metrics, flagging outliers, and surfacing real coaching examples from conversations.

Use Fin Operator for teammate performance and coaching

Answers to common questions about Fin Operator, including access, what's coming next, availability, and how it works.

Fin Operator FAQs

For knowledge managers and content teammates maintaining a help center. Configure Operator for your workflow, run audits, fill content gaps, and validate content against a readiness framework.

AI knowledge management workflow: from setup to content readiness

A step-by-step guide to using Fin Operator to run a structured weekly RCA, covering volume, handling time, CX score, topic breakdowns, and conversation-level investigation.

Run a weekly support performance review with Fin Operator

How Operator credits work on your Pro plan, including your monthly inclusion, overage pricing, and how to manage limits

How Operator credits with your Pro add on

Learn how your contracted Pro volume sets your free Operator credits, plus how to track usage, set limits, and pay for extra credits.

How Operator credits work with a contracted Pro add-on

Patrick Andrews

Fin Operator

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

Train

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.

Fin AI Agent

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