Build a basic Fin-first workflow
Deploy Fin on any support channel fast.
Workflow templates make it fast and easy to deploy Fin AI Agent on your support channels. Each template is designed for a specific channel or use case, so you can deploy quickly and customize the experience as your needs evolve.
This lesson is part of the Launch Fin course.
Video transcript
To take Fin and put it in front of our customers, we need to deploy it in a workflow, which might sound a little technical, but it's easier than you'd think, especially if we use a template. Here, we have templates for deploying Fin over different channels, messenger, email, SMS, and so on. Let's put Fin on the front line of every conversation in the messenger. And voila, now we have a workflow that triggers whenever any user or lead opens a conversation in the messenger. We set Fin's greeting here, the customer asks their question, and Fin checks its content and guidance and generates the answer. And if a customer still needs help from the team, it will hand over to this inbox. It's as simple as that. All that's left to do is set the workflow live. Okay. Maybe not just yet. While we could set Fin live right now and get great results, we're just optimizing for our frequently asked questions here. So there might still be a few situations where we know we want a teammate to step in because Fin-first does not mean Fin-alone. Not to mention we haven't even tested the full experience yet. In the next lesson, we'll add those guardrails and shape the experience we want our customers to receive.
Why use separate workflows for each channel?
While it’s possible to deploy Fin across multiple channels within a single workflow (e.g. Messenger & WhatsApp), using dedicated workflows for each channel instead gives you maximum flexibility to customize the customer experience for each channel.
This approach allows you to tailor greetings, escalation paths, routing, and other workflow steps to match the unique needs and expectations of your customers on each channel.
To see the full list of templates you can use to deploy Fin, go to Fin AI Agent → Workflows.
Important: Not all workflow steps are available over email. Always create a separate deployment workflow for Fin over email to ensure best results.
If you only remember one thing
While deploying Fin is straightforward, Fin-first doesn’t mean Fin-alone. It’s best practice to add guardrails and test the experience before setting it live to ensure customers get the support you intend.