Announcing Fin for Sales: A new role for Fin Customer Agent

Today, we’re announcing Fin for Sales, a new role for Fin Customer Agent that runs your inbound sales motion end-to-end.

Six months ago at Pioneer, we shared our belief that a single Customer Agent working across the customer lifecycle with shared context, memory, and business goals will deliver superior customer experience. Fin for Sales is a big step towards that vision, and brings Fin to the start of the customer journey. It can now engage prospects, guide them through your funnel, and ensure the best opportunities reach your sales team.

Here’s what’s new:

• Fin engages every prospect instantly: Fin starts the right conversation the moment intent is highest, re-engages prospects before they go cold, and works on every channel, in every language, 24/7.
• Fin runs discovery like your best rep: Fin explains pricing, guides product discovery, handles objections, and personalizes every interaction based on who the prospect is and what they care about.
• Fin qualifies and routes in real time: Using your playbook, Fin collects and enriches data about your prospects, sends qualified leads to your sales team or down self-serve paths, while syncing full context to your CRM. Your team never works the wrong lead.
• Fin closes deals while you sleep: Fin can book meetings, start trials, and guide buyers to the right next step. Early customers are already seeing impressive results, increasing MQLs, growing pipeline and seeing close/win rates of nearly 50% in the first month.

Why we built it

Right now, most online sales experiences look the same. A prospect visits your site, maybe explores your pricing page, and has specific questions about how your product fits their stack. There’s no one from your team there to answer and they don’t want to fill out a form and wait for a response or talk to a generic chatbot.

Fixing this with headcount alone doesn’t scale. Hiring enough reps to cover every time zone, every channel, every hour of the day isn’t realistic. And even when reps are available, a significant share of their time goes to leads that were never going to convert.

Revenue leaders know this is broken. They see high-intent leads come in and know their teams can’t respond fast or consistently enough to capture them. And the tools they rely on, such as incremental automation, don’t solve the underlying problem. What they need is the ability to handle every inbound interaction immediately, without sacrificing quality, and with the confidence that the right opportunities reach their sales team. Until now, that hasn’t been possible.

How it works

Engages prospects at the right moment

When a prospect is actively exploring your site, that’s the moment they’re most likely to buy. Any delay, a form, a queue, a “we’ll get back to you,” and that intent fades. Fin engages them right there, in real time, through the Spotlight Messenger, a new interface built specifically for sales conversations. When a prospect lands on your site, Fin can proactively start a conversation triggered by context like what page they’re on or how they’re browsing. Smart suggestions also give prospects helpful starting points to encourage engagement.

Now, prospects who would have waited for a response, or never started a conversation at all, can get answers immediately. Fin can also work across channels including messenger and email so buyers can engage however they prefer. Whether someone is browsing your pricing page at 2am or comparing features during a lunch break, Fin is there with an immediate, relevant response so no one waits and no lead is ever left behind.

Moves prospects closer to a decision

Fin guides prospects early in their journey, leading personalized discovery conversations that clarify needs and accelerate decision-making. It draws on four core pillars to deliver accurate answers on pricing and features, address objections, and recommend the right plan or offer to give prospects confidence as they move forward.

• Playbook: Just as you brief a new sales rep, you brief Fin. Use the Playbook capability to tell Fin what outcomes to drive towards and how to handle different scenarios. You define the rules, in natural language, and Fin follows them. It handles objections using your approved guidance and keeps conversations on track, capturing all the things you care about.
• Knowledge: Fin draws from your product knowledge base to give clear, accurate answers on pricing, features, and plan fit. It can compare options and help buyers understand what’s right for them. And if you’ve already trained Fin for customer service, that knowledge is immediately available, no duplicate setup needed.
• Enrichment: Once Fin learns something about a user, like their email or name, it can enrich that data with outside sources, giving it a fuller picture of who it’s talking to. That context drives better decisions; Fin can qualify more accurately, personalize the conversation, and route each lead based on who they actually are.
• Memory: If Fin recognizes a returning visitor, it remembers the context. The buyer doesn’t have to start over, the conversation picks up where it left off.

Together, these pillars make sure Fin’s conversations are knowledgeable, natural, and relevant.

Surfaces the opportunities most likely to close

As conversations progress, Fin qualifies the way your best SDR does. It asks about use case, budget, fit, and timing, and applies your existing playbook to identify the strongest opportunities for your team. As Fin captures details conversationally and adds context via enrichment, it builds a complete picture of a prospect. This information is then structured and synced directly into your existing CRM, so your sales team can access it.

Equally important is what happens when a lead isn’t a fit. Fin gracefully disqualifies or redirects prospects based on your preferences, to self-serve resources or to a different path entirely. This saves your team time and ensures only the strongest opportunities reach your pipeline.

Closes like your best sales rep

When a lead is ready to act, Fin closes. It books meetings via tools like Chili Piper or Calendly, guides qualified buyers into trials or subscriptions, and routes opportunities to your sales team with full context.

The handoff is where most systems break down: context gets lost and prospects are forced to repeat themselves. Fin solves this by passing along the full conversation history and an AI-generated summary, so sales reps can pick up exactly where the interaction left off. They know what was discussed, what questions were asked, and why the lead was qualified.

For self-serve motions, Fin can guide prospects all the way through, from discovery to trial signup or even paid conversion, without a human ever needing to step in. The right prospects get the right path, automatically.

Real results and revenue

Fin is already delivering measurable results for early customers across different company sizes, sales motions, and go-to-market models.

Brightwheel is an early education platform that helps thousands of childcare centers and preschools across the US and Canada manage enrolment, billing, and family communication. Their inbound sales chat ran on human agents who were already stretched thin, and after-hours prospects arrived to a static form. Brightwheel piloted Fin to cover those conversations and surface qualified leads. In the months since going live, Fin handled hundreds of inbound conversations successfully. The team also discovered something they had not anticipated: Fin surfaced additional demand the form had never captured.

Fellow, an AI-powered meeting assistant and management platform, started by deploying Fin overnight, a window where no human was online and prospects waited up to 18 hours for a reply. In January alone, Fin booked 18 meetings the team would never have reached, converting at around 48%. Critically, Fin didn’t cannibalize existing pipeline, the human team kept booking at the same rate, and Fin added net-new meetings on top.

Built on the Customer Agent platform

Fin for Sales is built on the same AI platform that powers the highest-performing Agent in customer service, so the end-user experience is consistent. If a prospect asks a support question mid-sales conversation, Fin can handle it. So you don’t have to hand off to a different vendor, lose context, and create a disjointed experience. Fin shares knowledge and memory across its platform, always knows whether it’s talking to a prospect or a customer, and moves between roles as needed. It acts as a single Customer Agent that creates one seamless experience across the entire journey.

Setup follows the same Fin Flywheel: Train, Test, Deploy, Analyze. Describe your sales playbook, qualification criteria, and routing rules in natural language; test in preview; deploy live; use Analyze to see exactly how Fin performs and where to improve.

What’s next

Fin for Sales is available today, and there’s much more to come. We believe the future is a single Customer Agent, vertically integrated all the way down to the model layer, and we’re building it.

We’ll share more about what that looks like very soon. In the meantime, go to fin.ai/sales and talk to Fin to experience it for yourself.