Mastering AI Agents for Customer Service with Fin

Workshop recording

Brian Byrne

8 chapters · 1h 1m · Beginner

About this course

Build and optimize Fin-powered customer service agents with reliable knowledge, controlled escalation, performance metrics, and safe rollout practices.

What you'll learn

  • Plan a Safe Rollout Choose focused use cases, success criteria, rollout scope, and ownership before turning on an AI agent.
  • Train With Control Connect reliable knowledge sources and write clear guidance that controls tone, behavior, escalation, and edge cases.
  • Design Support Workflows Build multi-step flows that troubleshoot issues, use customer context, collect details, and hand off with the right information.
  • Test Before Launch Validate responses with targeted testing, scoped audiences, and channel-specific checks before customers rely on them.
  • Measure Performance Track resolution, handoffs, abandonments, topic trends, and customer experience signals to find improvement opportunities.
  • Optimize Continuously Prioritize updates to content, data access, integrations, and automation based on evidence from real support conversations.

Course curriculum

1 part · 8 chapters

Your instructor

Brian Byrne

$29 billed monthly

  • This full course
  • All 49 on-demand courses
  • Exclusive bonus perk drops
Get all 49 courses for $29

Included in the course

  • 8 chapters, 1h 1m
  • Progress tracking
  • Closed captions available
  • Level: Beginner
  • Access from any device

Tools used

Fin, Intercom, Stripe