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FAQs

Your most common questions answered!

 

How much do Fin Academy courses cost?

Taking courses on Fin Academy is free! πŸŽ‰ Just sign in or create your Fin Academy account and you can get started.
 

How do I create a Fin Academy account?

Click the Sign in button at the top of the screen and log in in with your Intercom or Fin account.
 

I’m logging in with my Intercom or Fin account but it’s asking for access. What’s this?

When you log in with your Intercom or Fin account, you’re logging in with single sign on (SSO). This lets you log in to different systems using the same details. In this case, we need to ask whether you give us permission to use your login details for your Intercom or Fin account to access Fin Academy. No changes are made to your Intercom or Fin account.
 

Can I see how many of my team has completed a course?

Right now, we don’t have that information available for teams to access on their own. If you get in touch with us in the Messenger we’ll do our best to help.
 

 

Do you offer badges or certificates?

Both! You can earn a badge for completing a course. We also offer certificates for completing a certification assessment.
 

Where is my badge?

We’ll email all badges to you so make sure to check your spam/junk folder too. In order for a badge to be sent, you must complete the full course including all quizzes. 
 

What can I do with my badge?

You can share your badge to social media profiles like LinkedIn straight from the email we send.
 

Where is my certificate?

We’ll email you a link to your certificate. Look out for an email from us in your spam/junk folder. To receive your certificate, you must reach the passing score for the assessment.
 

What can I do with my certificate?

You can view your certificate from the credentials link on your Accredible profile, share it on social media or add it directly to LinkedIn.
 

 

Who’s Accredible?

Accredible is a digital credentials provider. They issue, send and store all certificates for us. Learn more about what you can do with your Accredible account here.
 

Is my certificate safe?

Yes, Accredible uses the blockchain to cryptographically seal a record of the credential when it's created so that third parties can be absolutely certain that a record hasn't been altered since being issued.
 

Do I need to create an Accredible account to access my certificate?

You don’t have to, you can access your certificate without an account. However, you can create an account by entering a password in order to access your certificates easily in the future or share on social.
 

Can I find out more about how Accredible manages data?

Of course! Accredible will not share, sell, distribute or contact certificate holders. Learn more about Accredible’s data security and privacy policy here.
 

Need to change something about your certificate or don’t want your certificate to be on Accredible?

No problem. Just let us know in the Messenger and we’ll help you with this.
Configure your workspace settings
The settings that need to be right before you build anything else in your workspace: timezone, office hours, reply expectations, and identity.
FREE
Lesson Manage Intercom
Getting started with Knowledge Hub
Learn how to manage, control and optimize all your content that powers AI, agents, and self-serve support.
FREE
25 mins
Course Manage Intercom
Recommendations
Get AI-powered recommendations to improve Fin’s performance.
FREE
Analyze Fin Lesson
Topics Explorer
Know exactly what’s driving support volume, no tagging or manual effort required.
FREE
Analyze Fin Lesson
Scaling AI in support
Strengthen results, expand coverage, and drive long-term impact.
FREE
28 min
Course
Fundamentals for support managers
Lead a high-performing, AI-first team to hit aggressive automation targets.
FREE
60 mins
Course Manage Intercom
Optimize Fin
Scale an existing Fin deployment to automate everything content alone can resolve, across every channel and audience.
FREE
62 min
Deploy Fin Analyze Fin Train Fin Course
Why content quality matters
How high content quality scales accuracy and trust.
FREE
Train Fin Lesson
Fin for Sales: Deploy in a Workflow
Set up workflows to control when, where, and how Fin for Sales engages your prospects across channels.
FREE
Lesson Fin for Sales
Build a basic Fin-first workflow
Deploy Fin on any support channel fast.
FREE
Deploy Fin Lesson
Fin for Sales: Test before going live
Run three end-to-end test scenarios to confirm Fin is qualifying and routing prospects correctly.
FREE
Lesson Fin for Sales
Map your first procedure
Choose the right use case for your first procedure and map it out before you start building.
FREE
Train Fin Lesson
Workflows (intro)
Drive efficiency with these powerful automations.
FREE
20 mins
Course Manage Intercom
Introducing AI Insights
How Fin gives you complete visibility, and the tools you'll use to act on it.
FREE
Lesson Manage Intercom
Monitors
Continuously evaluate and improve Fin's conversation quality at scale.
FREE
Analyze Fin Lesson
Simulate a procedure
Validate your procedure across multiple scenarios and edge cases before it goes live.
FREE
Train Fin Lesson
Structuring customer and conversation data in Intercom
Learn how data powers insights and automation in Intercom.
FREE
Lesson Manage Intercom
Making the shift to an AI-first helpdesk
Why the order you build your helpdesk matters when Fin is handling the first response.
FREE
Lesson Manage Intercom
The inbox's new job
How your inbox changes when Fin handles the front line, and why organizing around expertise beats organizing around volume.
FREE
Lesson Manage Intercom
Support manager certification
Showcase your skills in creating a flexible customer support experience which works at high volumes, reduces support costs and increases the value provided by Support teams across the business.
FREE
Get certified!
Certification
Support agent certification
Today, providing great support isn’t optional. Prove you’re a master at creating a world-class customer support experience using Intercom.
FREE
Get certified!
Certification
Organizing your Intercom inbox with views
Set up custom views to monitor key escalations in real time.
FREE
Lesson Manage Intercom
Fin for Sales: Analyze performance
Use the sales performance, leads, and conversations reports to understand how Fin for Sales is qualifying prospects.
FREE
Lesson Fin for Sales
Guide Fin's responses
Learn how Guidance enforces your policies and shapes how Fin responds in real conversations.
FREE
Train Fin Lesson
Fin for Sales: Customize the Spotlight Messenger
Configure the Spotlight Messenger's audience and appearance for your sales conversations.
FREE
Lesson Fin for Sales
Setting up Copilot for your team
Get Copilot up and running so your support team can work with AI assistance.
FREE
Lesson Manage Intercom
Webinar: Procedures
Unlock smarter automation with Procedures.
FREE
Lesson
The 4 building blocks of AI-first escalation
Understand how guidance, attributes, escalation rules, and workflows combine to route conversations to your team with full context.
FREE
Lesson Manage Intercom
Setting your success benchmarks after onboarding to Intercom
Getting Fin live is one thingβ€”keeping it performing is another. Set a benchmark from your own data and follow a 90-day plan to keep improving.
FREE
Lesson Manage Intercom
Get started with Fin Operator
Use Fin Operator to analyze your support operation, fix issues, and ship approved improvements from a single conversation.
FREE
Analyze Fin Lesson
Build Fin Procedures
Connect Fin to your systems and transform your SOPs into Procedures that resolve your most complex queries.
FREE
21 min
Train Fin Course
Using AI as a Knowledge Manager
Intercom's Senior Knowledge Manager, Beth-Ann, talks about using AI in her role
FREE
12 mins
Train Fin Lesson Manage Intercom
Map your customer experience
Define where you're starting and set a realistic deployment scope before launching Fin.
FREE
Train Fin Lesson
How email differs from chat for Fin
Learn how email differs from chat and set Fin up for success on this channel.
FREE
Train Fin Lesson
Fin for Sales
Learn how to set it up confidently to handle all types of sales conversations like your best SDR.
FREE
13 min
Course Fin for Sales
Transform your customer experience
See how Fin transforms your support experience and learn which types of conversations to automate first.
FREE
Train Fin Lesson
Fin for Sales: Create your Playbook
Generate and configure the playbook that tells Fin for Sales how to qualify and route your sales leads.
FREE
Lesson Fin for Sales
Workflows (advanced)
Take your automations to the next level.
FREE
10 mins
Course Manage Intercom
Launch Fin
Configure Fin, test the experience, and achieve your first AI resolutions.
FREE
53 min
Deploy Fin Analyze Fin Train Fin Test Fin Course
Workflows templates
Kickstart your journey into automation with these popular Workflows templates
FREE
Course Manage Intercom
Create team inboxes
Set up team inboxes so Fin routes escalated conversations to the right people with the right assignment method.
FREE
Lesson Manage Intercom
Using tickets and macros in Intercom
Configure ticket types and build a macro library for handling Fin escalations consistently.
FREE
Lesson Manage Intercom
Setting up your AI-first helpdesk
Learn how to set up Intercom with the right foundations to run an AI-first support operation from the start.
FREE
117 min
Course Manage Intercom
Invite your teammates to Intercom
Invite your team and set them up for success.
FREE
Lesson Manage Intercom
Outbound support
Support your customers proactively, via email, in-product messages, product tours, and more.
FREE
60 mins
Course Manage Intercom
Expand Fin to email
Take Fin beyond chat, handle email the right way, and unlock a whole new layer of resolution.
FREE
21 min
Deploy Fin Analyze Fin Train Fin Course
Train Fin over email
Learn how to configure guidance and other features so Fin behaves effectively over email.
FREE
Train Fin Lesson
Deploy Fin over email
Learn how to configure a dedicated email workflow for Fin and roll it out with confidence.
FREE
Deploy Fin Lesson
Optimize Fin over email
Learn how to monitor, optimize, and continuously improve Fin's performance over email.
FREE
Analyze Fin Lesson
Exploring AI Insights
A deeper overview of the tools that help you understand what's happening across your support operation
FREE
Lesson Manage Intercom
Introduction to training Fin
Understand the Train section and the three essentials for shaping Fin's performance.
FREE
Train Fin Lesson
Data Connectors for Procedures
Give Fin access to the data it needs to help your customers.
FREE
Train Fin Lesson
Fin for Sales: Add your Content
Point Fin to the knowledge it needs to answer prospect questions during sales conversations.
FREE
Lesson Fin for Sales
Setting up your Knowledge for an AI-first support operation
How to set up Knowledge in Intercom so it works for Fin, your help center, and your team at the same time.
FREE
Lesson Manage Intercom
Fin for Sales: Enrich leads with Integrations
Connect your CRM, enrichment tools, and calendar so Fin can research prospects and act on outcomes automatically.
FREE
Lesson Fin for Sales
Optimizing Fin - webinar series
Learn how to continuously improve Fin's performance in this series of recorded webinars.
FREE
5 Webinars
How to exclude topics and audiences from Fin
Use Escalation Rules and Guidance to control when Fin hands conversations to your team.
FREE
Train Fin Lesson
Map your Fin Attributes
Set up Fin Attributes to automatically classify conversations and power smarter routing and reporting.
FREE
Train Fin Lesson
Preview Fin's answers
Test and validate Fin's answers in Preview before publishing changes.
FREE
Test Fin Lesson
Choosing the right content for Fin
Choose the right content for Fin based on your deployment scope.
FREE
Train Fin Lesson
Fin for Sales: Guidance
Shape how Fin for Sales sounds, handles edge cases, and understands your business in sales conversations.
FREE
Lesson Fin for Sales
Installing and customizing the Fin Messenger
Install, secure, and brand your Messenger so customers get a great first impression of Fin.
FREE
Lesson Manage Intercom
Fundamentals for support agents
Onboard your team to their agent experience.
FREE
60 mins
Course Manage Intercom
Getting started with Fin AI Copilot
Equip your team with AI Copilot to expand support capacity without increasing headcount.
FREE
20 mins
Course Manage Intercom
How Fin actually works
Your mental model for how Fin responds to customers and generates answers.
FREE
Train Fin Lesson
CX Score
Understand customer experience at scale.
FREE
Analyze Fin Lesson
Get to know Series
Learn how to use series to create targeted, cohesive messaging campaigns.
FREE
30 mins
Course Manage Intercom
Trends
See & understand the biggest shifts in your conversation volume, Fin resolution rate, and CX Score.
FREE
Analyze Fin Lesson
Write your first procedure
Build a real procedure from trigger to resolution.
FREE
Train Fin Lesson
What is a procedure?
Let Fin make decisions, get data, and take action across systems on behalf of your customers.
FREE
Train Fin Lesson
Build an advanced Fin-first workflow
Design advanced escalation workflows that route conversations to the right team based on context and urgency.
FREE
Deploy Fin Lesson
Test Fin's answers before going live
Use batch testing to pressure-test Fin's answers at scale before rollout.
FREE
Test Fin Lesson
Set Fin live with confidence
Put Fin in real conversations and learn how real customer behavior improves its performance.
FREE
Deploy Fin Lesson
Week one with Fin
Structure your first week after launch to monitor performance and start improving Fin's resolution rate.
FREE
Analyze Fin Lesson
Introduction to testing Fin
Learn the key ways to test Fin and the cycle of continuous improvement before going live.
FREE
Test Fin Lesson
Introduction to deploying Fin
Understand why putting Fin first unlocks better insights and control over your customer experience.
FREE
Deploy Fin Lesson
How to evaluate Fin's performance
Understand the three key metrics that define how Fin is performing across your support operation.
FREE
Analyze Fin Lesson
Close content gaps for Fin
Find, diagnose, and close the content gaps holding back your Fin resolution rate.
FREE
Train Fin Lesson
Owning knowledge management for Fin
Structure who owns Fin's knowledge so it stays accurate as you scale.
FREE
Train Fin Lesson
Manage Fin Guidance at scale
Structure and audit Fin's Guidance as your deployment grows, so instructions don't conflict.
FREE
Train Fin Lesson
Show Fin's impact to your leadership team
Translate Fin's performance into the cost, customer, and strategic outcomes your leadership team actually cares about.
FREE
Analyze Fin Lesson
Expand Fin to additional channels
Deploy Fin across phone, WhatsApp, social, SMS, Slack, Discord, and custom channels.
FREE
Deploy Fin Lesson