- Foundations
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Introduction 1 min
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How AI Agents work 5 min
- Preparing Your Team and Strategy
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Setting up your team 4 min
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Change management 3 min
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Measuring success 4 min
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What success looks like 6 min
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Scoping your rollout 6 min
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Building your rollout plan 3 min
- Building and Testing
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Content Readiness 5 min
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Producing content with AI 2 min
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How to approach testing 6 min
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Technical readiness 3 min
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Mapping out a Task 4 min
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Designing effective prompts for AI 4 min
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Recap 1 min
Preparing for AI implementation
Define goals, guardrails, and a practical roadmap before going live.
You’ll learn the full path to launching Fin AI Agent successfully — defining what success looks like, preparing your content, and managing rollout from pilot to scale. This course is built on proven lessons from thousands of Fin deployments and gives you a clear, repeatable framework to make your AI Agent one of your team’s top performers.
You’ll move through every stage of the rollout: setting goals, scoping your first use cases, building your plan, ensuring your content is AI-ready, testing and refining for accuracy, and expanding confidently. By the end, you’ll know exactly how to operationalize Fin — integrating it with your team, optimizing performance, and creating the conditions for continuous improvement.
Learning outcomes:
• Define clear success metrics for your AI rollout
• Scope use cases and channels for your pilot
• Build a practical rollout plan and assign ownership
• Prepare, structure, and optimize AI-ready content
• Set up Fin’s guidance and prompts for consistent behavior
• Test, review, and improve Fin’s performance over time
• Connect Fin to external data and systems safely
• Build Fin Tasks for actions and workflows
• Scale your rollout while maintaining control and quality
