-
How email works differently from chat 4 min
-
Train Fin over email 5 min
-
Deploy Fin over email 5 min
-
After you go live 7 min
-
Recap
Expand Fin to email
Take Fin beyond chat, handle email the right way, and unlock a whole new layer of resolution.
After launching Fin over live chat, email usually comes next. However, it comes with its own set of unique considerations.
This course covers everything you need to know to deploy Fin over email confidently: what makes the channel different, how to set it up correctly, and how to measure success after you go live.
In this course we'll explore:
- Why email is worth expanding to, and how it differs from chat
- Guidance, escalation rules, and spam management
- Workflow configuration & routing
- Post-launch monitoring and optimization
Is this course for you?
This course is for support managers who already have Fin running on chat and are ready to expand to email. If you're still setting up Fin for the first time, start with Launch Fin course first.
Badge
On completion, you'll earn a Fin II badge you can share on LinkedIn.