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Fin for platforms explained

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

Written by Beth-Ann Sher

Use this article to understand how Fin AI Agent works with your existing helpdesk and compare available platform integrations (Salesforce, Freshworks, and more).

Use Fin anywhere you support your customers—no migrations needed.

  • Fin can be used with your current helpdesk or with Intercom.

  • Fin learns from your existing content, follows your automation rules, and works alongside your human agents—right inside the tools you already use.

  • You have full control over how and when Fin interacts with your customers—adjusting Fin’s tone of voice, answer length, actions, and routing to your human team—without needing technical support.

Contact sales

Use the most sophisticated AI agent in customer service

Fin is the best-performing AI agent for customer experience. Fin delivers higher-quality answers and resolves more complex queries than any other AI agent on the market, consistently outperforming competitors in head-to-head tests.

Fin integrates seamlessly with any platform—whether you're using Intercom or another customer support solution. Set it up in under an hour and start resolving tickets, cases, emails, and messages across every channel, right out of the box.

You can use Fin with:

Note: Fin for Sales and Fin for Ecommerce require an Intercom helpdesk plan (Essential, Advanced, or Expert).

Fin for Intercom

Fin and Intercom combine the highest-performing AI agent with a next-generation helpdesk designed for speed, scale, and user experience—built on a single platform that unifies all your tools, knowledge, data, insights, and workflows:

  • Set up and deploy Fin in minutes

  • Configurable inbox and ticketing system

  • Omnichannel email, live chat, phone, SMS, and more

  • Workflows automations & pre-built reporting

  • Public Help Center and centralized knowledge management

  • Proactive outbound messaging

Use Fin for Intercom

Fin for Salesforce

Get the best AI agent, and keep your team on Salesforce—Fin AI Agent can instantly resolve your support cases, emails, and Salesforce Messaging conversations:

  • Set up in under an hour.

  • Handles cases, emails, and Salesforce Messaging.

  • Learns all your support content from your Help Center instantly.

  • Follows your Service Cloud’s case assignment rules.

  • Hands off to your team directly in your Service Cloud workspace.

  • Continue using all your existing Salesforce automations and reports.

Use Fin for Salesforce

Copilot for Salesforce

Fin Copilot gives every Salesforce agent a personal AI assistant, surfacing AI-generated replies from your support content and past cases — speeding up responses and improving consistency without changing how your team works.

  • AI-powered teammate support directly within Salesforce

  • Faster response times with answers powered by Fin's training

  • Flexible teammate permissions to control who can use or manage Copilot

Note: Once deployed and seats are assigned, agents use the Fin Copilot app in Salesforce and sign in with their Fin account. To get started, see Deploy Copilot to Salesforce.

Fin for HubSpot

Get the best AI agent, and keep your team on HubSpot—Fin AI Agent plugs directly into HubSpot, resolving customer questions automatically with no platform migration and no disruption to your team.

  • Connect Fin to HubSpot for email tickets and Messenger channels.

  • Fin handles refunds, cancellations, and account changes, using your business logic, customer data in HubSpot, and live data from third-party systems.

  • Continue managing tickets, contacts, and reporting in HubSpot.

  • Sync knowledge base content from HubSpot instantly.

  • When Fin cannot resolve a question, it hands off to your agent queue in HubSpot with full conversation history.

Use Fin for HubSpot

Fin for Freshdesk and Freshchat

Get the best AI agent, and keep your team on Freshworks—Fin AI Agent plugs directly into Freshdesk and Freshchat, resolving customer questions automatically with no platform migration and no disruption to your team.

  • Connect Fin to Freshdesk for email tickets, Freshchat for live messaging, or both.

  • Keeps Freshworks as your system of record — your team continues managing tickets and conversations as normal.

  • Syncs knowledge base content from Freshdesk instantly.

  • When Fin cannot resolve a question, it hands off to your agent queue in Freshdesk or Freshchat with full conversation history.

  • Continue using all your existing Freshworks automations and reports.

Use Fin for Freshdesk and Freshchat

Fin for Zendesk

Get the best AI agent, and keep your team on Zendesk. Fin AI Agent integrates directly with your existing Zendesk support platform and resolves customer queries with no platform migration.

  • Connect Fin to Zendesk tickets (email and contact forms), Zendesk messaging channels, or the Fin Messenger.

  • Keeps Zendesk as your system of record—your team continues managing tickets, conversations, and reporting in Zendesk.

  • Import your Zendesk knowledge base so Fin can learn from your existing support content.

  • When Fin cannot resolve a question, it transfers the conversation or ticket to your team in Zendesk.

  • Pay based on usage, with unlimited teammates and no seat-based pricing.

Use Fin for Zendesk

FAQs

Can I set usage limits to control costs?

Yes, you can set usage limits to receive alerts or stop Fin when a certain number of Fin outcomes is reached within a month.

Is Fin for Salesforce available now?

Yes, Fin for Salesforce is available now. Contact Sales for access.

Will Fin be able to integrate with other platforms?

Yes, Fin integrates seamlessly with other platforms, whether you're using Intercom or another customer support solution. Set it up in under an hour and start resolving tickets, cases, emails, and messages across every channel, right out of the box.

You can use Fin with:

Note: The Slack integration is not supported in Fin for platforms outside of Intercom and does not provide an Intercom webhook secret.

How does Fin work with Salesforce?

Fin can resolve cases on Service Cloud with full conversation history and structured responses tailored to each channel.

Can Fin integrate with Salesforce Messaging?

Yes, Salesforce Messaging is supported. Fin for Service Cloud works with cases, emails, and Salesforce Messaging.

Can I automate workflows with Fin for platforms?

Yes, you can use Intercom’s no-code visual builder to create workflows for:

  • Greeting customers

  • Routing questions by topic, sentiment, etc.

  • Triaging new cases

  • Collecting customer details

  • Using Custom Answers

  • Summarizing conversations with AI

  • Handing over to your team

How can I track Fin’s performance on my platform?

You can use Fin’s report to track key metrics such as:

  • Automation rate

  • Involvement rate

  • Resolution rate

  • Deflection rate

  • Answer rate

  • Impact over time

  • Abandoned rate

  • Routed to team rate

  • And more

Is Fin for Salesforce available via a free trial?

No. Fin for Salesforce is not available via self-serve sign-up or free trial. To get access, please contact our Sales team, who will guide you through setup and onboarding.

Is Fin for HubSpot available via a free trial?

Yes. You can sign up directly to start your free trial — no need to contact Sales. Sign up for Fin for HubSpot.

Is Fin for Freshdesk and Freshchat available via a free trial?

Yes. You can sign up directly to start your free trial — no need to contact Sales. Sign up for Fin for Freshdesk.

Can I sign up for Fin for Zendesk without contacting Sales?

Yes. You can sign up directly to start your free trial — no need to contact Sales. Sign up for Fin for Zendesk.

Is Fin available for other platforms via a free trial?

No. Fin for other platforms is not available via self-serve sign-up or free trial. To get access, please contact our Sales team, who will guide you through setup and onboarding.

Is Workforce Management available for Fin for platforms?

No, Workforce Management isn't available for Fin for platforms. It's included in the Pro add-on and needs an Intercom Helpdesk workspace with team inboxes, teammate statuses, and schedules to forecast volume and track performance.

Is Fin available for Channels API conversations (Discord and Telegram)?

Yes, Fin is enabled for Channels API conversations (Discord and Telegram). A standard inbound Telegram message receives exactly one Fin reply; teammate/admin outbound doesn't re-trigger Fin. Fin eligibility is recognized on conversation creation and re-enabled asynchronously when the first customer message lands.

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