CRM

Introducing Issues: close the loop from finding a problem to fixing it, without leaving Fin.

When you review a customer conversation and spot a probl...

Complex Series — those with many steps, rules, and email messages — could sometimes fail to go live with an error, even when the Series was correctly ...

Until now, when Intercom translated a teammate's reply, your integration had no way to know — it had to poll the API to catch up. Two new webhook topi...

Until now, scheduled data exports covered conversations only — so anyone reviewing workspace access or auditing changes had to pull that data by hand....

Internal notes and assignment changes no longer have to wake a snoozed conversation. Turn on two new settings to keep it snoozed until a customer repl...

Admins can now create multi-lookup relationship fields connecting tickets to multiple related records, and agents can record and send audio comments in messaging and email tickets. AI translations extend to conversational channels, and merge suggestions are included at no extra cost for Suite and Support Professional plans.

An incident can affect customers for hours before anyone connects the dots. Incident Detection helps your team see it within minutes. When something b...

Phone was the one channel you couldn't watch as a whole. You could open an individual call, but nothing showed you the state of the operation — so sta...

Every new channel you add is another inbox to manage, another tool your team has to check. Not anymore.

Fin now supports two new channels: Telegram, ...

Fair workload distribution breaks down when teammates can pick their own conversations or drop the ones they don't want. Two new Inbox permissions let...

Every new channel you add is another inbox to manage, another tool your team has to check. Not anymore.

Fin now supports two new channels: Telegram, ...

Real Time Incident Detection surfaces emerging customer problems as they happen, so your team can respond before they escalate.

• **Respond before in...

Normally, it’s on the customer to start the conversation. With Proactive Procedures, Fin can go first.

A button click or an event in another system c...

Fin now remembers. Returning customers pick up where they left off, carry their context across channels, so they don't have to repeat what they've alr...

You can now use a template to connect Fin for Sales to Marketo - creating a fully working data connector in minutes.

Keeping your existing Marketo ac...