Intro: Getting Started with Fin

Curriculum

• Preparing your team for an AI Agent
• Messenger Settings (Appearance)
• Configuring Fin's reply settings
• Train Fin with Content
• Intro to Train
• Add Content to Fin
• Create audiences Fin should respect when answering and apply them to Content (FPO)
• Avoiding ambiguity in your training content
• Rich formatting for your training content
• Restating questions
• Using images and video in your training content
• Recap
• Give Fin Guidance
• Fin's personality settings
• Add Guidance to Fin
• Fin Guidance best practices (FPO text lesson)
• Recap
• Give Fin Tasks
• Intro to Tasks
• Adding and using Data Connectors
• Example of Task Design (FPO)
• Plan escalation paths (FPO)
• Fin Setup and best practices (webinar recording)
• Recap