Getting started with Fin AI Copilot

Getting started with Fin AI Copilot

Learn how to increase agent efficiency with our AI Copilot

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About this course

"We're seeing conversations that leverage Fin AI Copilot have a higher chance of closing on the first touch, rather than needing additional transfers, escalation or assistance from other teams. For our customers, that means they're getting the answer that they need quicker."
 - Angelo Lavanos, Senior Director of Global Support at Lightspeed Commerce

Fin AI Copilot can increase your agent efficiency by up to 31%. In this course we'll cover:
  • How to set up Fin AI Copilot
  • How to report on your team’s usage of Fin AI Copilot
  • How to test and roll out Fin AI Copilot to your team
  • How to best use Fin AI Copilot as an agent

Curriculum20 mins

  • Introduction to Fin AI Copilot
  • Set up Fin AI Copilot

    fin ai co-pilot, set up fin, inbox, knowledge hub, manage content, internal articles, internal knowledge, guru, notion, confluence, internal knowledge base, past conversations, customer tickets, high-performing teammates, public articles, specific websites, sync content, technical documentation, snippets, PDFs, high-quality content, conversation history, internal and public articles, web pages, upload content, test content, improve content, update content, knowledge management, reports, manage access, workspace access, teammate access, 

  • Report on Fin AI Copilot
  • Roll out Fin AI Copilot to your team
  • Best practices for using Fin AI Copilot
  • Recap

About this course

"We're seeing conversations that leverage Fin AI Copilot have a higher chance of closing on the first touch, rather than needing additional transfers, escalation or assistance from other teams. For our customers, that means they're getting the answer that they need quicker."
 - Angelo Lavanos, Senior Director of Global Support at Lightspeed Commerce

Fin AI Copilot can increase your agent efficiency by up to 31%. In this course we'll cover:
  • How to set up Fin AI Copilot
  • How to report on your team’s usage of Fin AI Copilot
  • How to test and roll out Fin AI Copilot to your team
  • How to best use Fin AI Copilot as an agent

Curriculum20 mins

  • Introduction to Fin AI Copilot
  • Set up Fin AI Copilot

    fin ai co-pilot, set up fin, inbox, knowledge hub, manage content, internal articles, internal knowledge, guru, notion, confluence, internal knowledge base, past conversations, customer tickets, high-performing teammates, public articles, specific websites, sync content, technical documentation, snippets, PDFs, high-quality content, conversation history, internal and public articles, web pages, upload content, test content, improve content, update content, knowledge management, reports, manage access, workspace access, teammate access, 

  • Report on Fin AI Copilot
  • Roll out Fin AI Copilot to your team
  • Best practices for using Fin AI Copilot
  • Recap