Intercom app

Understand how Monitors help you evaluate Fin's conversation quality at scale, and how they work with Custom Scorecards.

Monitors explained

Learn how to create and customize scorecards to evaluate conversations and maintain high quality standards.

Creating and configuring Scorecards

Learn how to set up a Monitor to automatically track conversation quality and ensure your team meets performance standards

How to create a Monitor

Learn how to set up Monitors for human teammate QA, including creating custom scorecards, configuring monitors, and submitting reviews.

Getting started with human teammate QA in Monitors

Best practices for defining clear, actionable criteria to evaluate teammate performance using monitors and scorecards.

How to write effective Monitor & Scorecard criteria

Use Monitor reports to track Fin AI Agent quality trends, identify performance patterns, and pinpoint areas for improvement.

Reporting on Monitors

Find answers to common questions about setting up monitors, managing permissions, and troubleshooting your quality assurance workflows.

Monitors FAQs

Use Issues to turn QA findings into tracked, owned work.

Track and action issues found in Monitor QA reviews

How to run an effective QA workflow using Monitors, combining Fin's pattern-spotting with human judgment to turn flagged conversations into meaningful improvements.

Using Monitors to find and fix Fin answer issues

Dawn Perrott

Alissa Tyrangiel

Brian Branca

Monitors and Custom Scorecards 

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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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