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