Mastering AI Agents for Customer Service with Fin

Timestamps:

[00:00] Welcome attendees and start introductions
[02:15] Outline workshop agenda and key takeaways
[05:40] Explain AI agents’ role in customer service evolution
[10:05] Demonstrate Fin handling a mobile data issue
[15:30] Show backend process and task automation
[19:45] Demonstrate escalation for sensitive cancellations
[22:50] Walk through agent training and guidance setup
[27:15] Explain testing workflows and sandbox checks
[31:40] Deploy AI agent across chat, email, and voice
[36:05] Share common pitfalls and rollout strategies
[42:20] Detail phased vs. fast-track deployment approaches
[46:50] Stress importance of clear content and guidance
[51:10] Present Intercom’s Analyze-Train-Test-Deploy framework
[55:25] Recommend best practices and optimization ownership
[59:00] Recap main points and close with Q&A

Links to help you get started with AI Agents:

https://fin.ai/blueprint/chapter-1/introducing-ai-agents?utm_source=ii-email&utm_medium=partner&utm_campaign=20250813_all_cm_all_global_enus_all_par_finxrundownaiworkshop&utm_term=rundownaiworkshop