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Fin for Zendesk and Salesforce explained

Using Fin with your existing platform on Zendesk or Salesforce Service Cloud.

Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated yesterday

Fin AI Agent now integrates directly with your existing support platform on Zendesk or Salesforce, resolving up to 86% of your volume without migrating platforms. Simply import your knowledge base and connect Fin to your existing ticketing and messaging channels. When Fin isn’t able to resolve, it'll seamlessly hand off to your team in Zendesk or Salesforce.

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—all through a simplified Intercom workspace, without needing technical support.

These integrations are available in an early access beta. If you're interested in getting access contact sales.

Use the most sophisticated AI agent in customer service

Fin 2 is the next generation of Fin AI agent that resolves up to 86% of your support volume with human-quality service. It can personalize its answers for every customer, implement support policies, match your team's tone of voice, and take action on behalf of customers—solving more types of questions, in more ways, in more places than any other AI agent.

You have full control over when Fin gets involved using Zendesk's/Salesforce's native automation tools. And since all conversations are captured on these platforms, you can report on them there as well.

Fin integrates with:

  • Zendesk tickets (email, forms, etc.)

  • Zendesk messaging (Zendesk Messenger, social, mobile SDKs, etc.)

  • Intercom Messenger with hand-off to Zendesk tickets or Salesforce cases.

  • Salesforce cases (email, forms, etc.)

  • Salesforce Messenger coming soon .


Fin for Zendesk

Get the best AI agent, and keep your team on Zendesk - Fin AI Agent can instantly resolve your support tickets, emails and messages on Zendesk:

  • Set up in under 15 minutes.

  • Handles tickets, emails, live chat, SMS and social.

  • Learns all your support content from Zendesk Guide instantly.

  • Follows your Zendesk ticket assignment rules.

  • Hands off to your team directly in your Zendesk workspace.

  • Continue using all your existing Zendesk automations and reports.


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 messages on Service Cloud:

  • Set up in under 60 minutes.

  • Handles cases, emails, and 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.


Pricing

The best AI agent is also the best value. With Fin, you only pay for the outcome you care about most—resolved conversations.

Just $0.99 per resolution — no Intercom seats/plan required, and no minimums.


Usage limits

You can control your costs for Fin AI Agent by setting up usage limits to alert you or stop Fin when a certain amount of resolutions has been hit within a month.

To do this go to Settings › Billing › Usage limits and click on Set usage alerts and limits below “Resolutions”.


Get started

For now, these integrations are available in an early access beta. Contact us if you're interested in getting access.


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