Head over to Fin AI Agent > Overview and navigate to the Fin over chat tab. (You can also set Fin live for email 👌).

Before going live, make sure you've added all relevant content to Fin to help it assist your customers effectively.

Decide which customers will interact with Fin. You can set it up to assist users, leads, and visitors. Refine Fin's audience by creating rules with Intercom’s data attributes, ensuring Fin helps the right people at the right time. For example, you might enable Fin Outside Default office hours and set new default office hours for your team during the holidays.

You know where your customers are most likely to reach out to you, so make sure you've enabled Fin on all their favorite channels.

Configure an introduction message for Fin that lets your customers know Fin is here to assist while your team is away. This introduction sets the stage for customers to understand what Fin can do and how it can help them during the holiday period.

Example message: "Hi there! This is a bot speaking. My team is on holiday, but I’m here to help with all your queries!"

In case Fin can’t resolve an issue, decide the next steps. Choose between passing the conversation to a team (and assigning it to a specific teammate) or closing the conversation and offering alternative solutions. You could, for example, offer a link to a resource your customers can use until your team returns.

If Fin is unable to resolve an issue, enable the feature to "Collect more information when a customer asks to speak to the team". By gathering extra details, Fin increases the chances of resolving the issue itself, and if not, it provides valuable context to your human support team when they return.

It gives Fin another chance to answer.

If a teammate needs to step in, they’ll have more information to troubleshoot faster when they're back online.

Avoid a backlog of abandoned conversations by setting Fin to auto-close chats after a specified time. You can also customize Fin’s final message to ensure the customer feels supported even as the conversation ends.

Example message: "It looks like this conversation has been inactive for a while, so I’ll close it for now. If you need further help, don’t hesitate to reach out again!"

Toggle the Send CSAT options to gather feedback from customers at the end of their interaction with Fin. This will provide valuable insights into Fin’s performance during the holiday period, and you can use this feedback to refine your AI agent’s skills further.

Now test Fin using the interactive Messenger preview on the Fin over chat tab. Simply start typing questions you think Fin should be able to answer from the content you've enabled. If everything looks good, click Set Fin live and let Fin take the reins during the holiday season.