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- View the Fin changelog
- Train Fin on your content
- Content types and when to use them
- Optimizing content for Fin
- Content tagging
- Manage audiences and targeting for Fin
- Use AI-powered content recommendations to improve Fin
- Sync content from your Salesforce help center
- Sync content from your Zendesk help center
- Create and manage snippets
- Sync and manage websites
- Upload and manage documents
- Sync content from Box
- Sync content from Document360
- Sync or import internal articles from external sources
- Using the Wait for reply step in Fin Procedures
- Fin Procedures explained
- Create data connectors for Fin
- Quick start: Create a simple Fin Procedure
- How to use data connectors in Fin Procedures
- Building Fin Procedures
- Transitioning from Fin Tasks to Procedures
- How to write instructions in Fin Procedures
- How to write code conditions for Fin Procedures
- How to run sub-procedures
- Report on Fin Procedures
- Fin Procedures FAQs
- Run simulations for Fin Procedures
- Procedures vs. Tasks vs. Workflows
- Manage procedure versions and publishing
- Code block tool in procedures
- Fin Procedures and Data connectors explained
- How attributes can power your Fin Tasks, escalations, workflows, and data connectors
- Add MCP connectors for popular apps or custom MCPs
- Designing and using your APIs with Data Connectors
- Human-in-the-loop approvals for Fin Procedures
- Introduction to Deploy
- Deploy Fin over phone
- Fin for Salesforce unlocked package
- Salesforce multi-environment setup
- Fin Messenger: Setting up with Salesforce
- Fin Messenger: How is data synced with Salesforce?
- Fin Messenger: Map data using Salesforce Flows
- Fin Messenger: Embedding the messenger in your Salesforce portal
- Fin Messenger: Required permissions for Salesforce
- Fin Messenger: Set up JWT authentication for Salesforce Enhanced Chat
- Fin Messenger: Enabling user verification in Salesforce
- Use actions in Fin workflows
- Use branches in Fin workflows
- Wait for webhook in Fin workflows
- Multilingual workflows
- Manage your Fin workflows
- Deploy Fin on other support platforms
- Hand-off with JavaScript
- Get AI conversation summaries
- Fin Agent API
- Use URL attributes in Fin Messenger conversations
- How to subscribe to webhooks to receive notifications for Fin replies
- Configuring Fin to target or exclude specific users for email responses
- Verifying customer identity with Email OTP workflow step
- Top ten ways to optimize Fin
- Debug Fin AI Agent answers
- AI Inbox translations
- Create your own Custom Report
- How to improve AI-generated answers and ensure consistency
- Analyze unresolved questions
- How to use chart drill-in
- Reporting datasets
- Measure and report on Fin CSAT
- Reporting metrics & attributes
- View Fin AI Agent's conversations
- Measure customer service with Insights built for the AI Agent era
- Understand customer experience at scale with the CX Score
- Optimize Fin instantly with the help of AI
- Use the Topics Explorer to see whats driving volume
- Monitor Fins performance with clarity and confidence
- Share Custom Report externally
- Schedule sharing your Custom Report externally
- Fin AI Agent automation rate
- Using images and GIFs in Fin AI Agent replies
- User impersonation warning explained
- Update to Fin performance metrics
- Escalation reporting metrics & attributes
- Understanding Fin for Salesforce reporting
- How to use Fin Operator
- Fin Operator explained
- Use Fin Operator for procedures
- Use Fin Operator for conversation debugging
- Use Fin Operator for knowledge base management
- Use Fin Operator for guidance rules
- Use Fin Operator for reporting and analysis
- Use Fin Operator for incident detection
- Fin Operator FAQs
- How Operator credits work on Pro
- Your workspace settings
- Adding or removing a teammate
- Sync ticket/case history
- Sync data from Zendesk
- How to resolve user or organization data sync issues between Zendesk and Fin
- Sync Salesforce Account data
- Use Fin AI Agent in multiple languages
- Use multi-brand with Fin for Zendesk
- How to use conditional conversation attributes
- Upload list attribute options via CSV
- Integrate with an identity provider and log in with SAML SSO
- Customize Fin AI Agent's personality
- Protect your account with 2FA, Google Sign-On or SAML SSO
- Provide a security contact for your workspace
- Restricting access to your Fin workspace using IP restrictions
- Set a custom session length for teammates on your workspace
- Create authentication and API tokens
- Deleting teammates and their data
- How to tailor your AI topics with topic curation
- HIPAA compliance and BAA
- Manage permissions effortlessly with custom roles
- Connect the Zapier MCP connector to Fin
- Manage workspace owners
- Customize the Fin Messenger
- Using Fin Messenger with Content Security Policy
- Authenticating users in Fin Messenger with JSON web tokens (JWTs)
- Migrating from Identity Verification to Messenger Security with JWTs
- What is Identity Verification? [deprecated]
- Setup Identity Verification for web and mobile [deprecated]
- How to troubleshoot JWT-related errors
- Customize logos in Fin for your business
- Redacting Primary Account Numbers (PAN) in conversations
- Fin Messenger cookies
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