Advanced: Optimizing Fin

Curriculum

• Intro to Analyze
• Identify areas for improvement
• Optimize Fin's performance with AI Suggestions
• Content best practices refresher (FPO)
• Refine Guidance (FPO text & screenshots)
• Recap
• Analyze Fin's performance across key support metrics
• Customer Experience Score (CX Score)
• Using the Performance dashboard
• Using the Optimize dashboard
• Using Topics Explorer
• Recap
• Go further with Tasks and Workflows
• Expand with new Tasks and Workflows (FPO webinar?)