Start free trial Webinars Certifications Catalog

Optimize Fin

Scale an existing Fin deployment to automate everything content alone can resolve, across every channel and audience.

rate limit

Code not recognized.

About this course

This course walks support managers through scaling an existing Fin deployment. It's built around the Fin Flywheel (train, test, deploy, analyze) as an ongoing operating rhythm, and covers everything from prioritizing your roadmap to expanding into new channels and audiences, monitoring quality, and building the operational structures that sustain performance over time.

If you already have Fin live and automating some of your informational queries, then you're in the right place.

We cover:

  • Taking stock of your metrics and building a prioritized roadmap
  • Closing content gaps and treating knowledge as core infrastructure
  • Scaling Fin to email and other channels, regions, languages, and audiences
  • Monitoring quality and establishing operational ownership
  • Showing your impact and planning your next phase

Is this course for you?

This course is for you if you already have Fin live, and want to move from partial automation to systematically covering everything that content alone can answer. It is the direct follow-on to the Launch Fin course, it assumes you're already familiar with Fin's core components. 

 

 
Badge

On completion, you'll earn a Fin II badge you can share on LinkedIn.

Curriculum62 min

  • Define your path
  • Taking stock 3 min
  • Build your roadmap 5 min
  • Optimize what you have
  • Close your content gaps
  • Owning knowledge management 8 min
  • Change management and ownership
  • Manage Guidance at scale 6 min
  • Expand to Email
  • How email works differently from chat 4 min
  • Train Fin over email 5 min
  • Deploy Fin over email 6 min
  • Optimize Fin over email 5 min
  • Expand your reach
  • Expand to other channels 5 min
  • Expand to other regions, languages, audiences 5 min
  • The next phase
  • Show your impact 6 min
  • What to do when you hit the ceiling 4 min
  • Recap

About this course

This course walks support managers through scaling an existing Fin deployment. It's built around the Fin Flywheel (train, test, deploy, analyze) as an ongoing operating rhythm, and covers everything from prioritizing your roadmap to expanding into new channels and audiences, monitoring quality, and building the operational structures that sustain performance over time.

If you already have Fin live and automating some of your informational queries, then you're in the right place.

We cover:

  • Taking stock of your metrics and building a prioritized roadmap
  • Closing content gaps and treating knowledge as core infrastructure
  • Scaling Fin to email and other channels, regions, languages, and audiences
  • Monitoring quality and establishing operational ownership
  • Showing your impact and planning your next phase

Is this course for you?

This course is for you if you already have Fin live, and want to move from partial automation to systematically covering everything that content alone can answer. It is the direct follow-on to the Launch Fin course, it assumes you're already familiar with Fin's core components. 

 

 
Badge

On completion, you'll earn a Fin II badge you can share on LinkedIn.

Curriculum62 min

  • Define your path
  • Taking stock 3 min
  • Build your roadmap 5 min
  • Optimize what you have
  • Close your content gaps
  • Owning knowledge management 8 min
  • Change management and ownership
  • Manage Guidance at scale 6 min
  • Expand to Email
  • How email works differently from chat 4 min
  • Train Fin over email 5 min
  • Deploy Fin over email 6 min
  • Optimize Fin over email 5 min
  • Expand your reach
  • Expand to other channels 5 min
  • Expand to other regions, languages, audiences 5 min
  • The next phase
  • Show your impact 6 min
  • What to do when you hit the ceiling 4 min
  • Recap