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Introducing Fin for Sales 2 min
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Create your Playbook 4 min
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Add your Content 1 min
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Give Fin Guidance 2 min
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Enrich leads with Integrations 1 min
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Deploy Fin for Sales in a workflow 1 min
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Test before going live 1 min
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Customize Spotlight Messenger 1 min
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Analyze performance 2 min
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Recap 1 min
Fin for Sales
Learn how to set it up confidently to handle all types of sales conversations like your best SDR.
This course walks you through the full setup; from defining your qualification logic to connecting your CRM and going live. By the end, you'll have a working sales agent deployed on your site.
What you'll learn:
- How to build a Playbook that teaches Fin your sales process
- Configuring routing outcomes with the right mix of hard criteria and AI judgment
- Giving Fin the Content and Guidance it needs to sound like your best rep
- Connecting Integrations that enrich leads and book meetings automatically
- Deploying for inbound or proactive intents across your channels with workflows
- Testing against real scenarios before prospects see it
- Setting up the Spotlight Messenger for a sales-first experience
- Analyzing performance data to know what's working and what to refine
Before you start:
You don't need a perfect sales process documented to begin, but knowing the basics helps. Think about:
- Who's your ideal customer
- What questions matter most in discovery
- What should happen when someone qualifies.
That context will make every step in this course faster and easier to complete.
Note: Already using Fin for Service? This is a separate setup; so nothing carries over, and nothing you do here will affect your existing configuration.
Badge
On completion, you'll earn a Fin I badge you can share on LinkedIn.