Overview
Fin 3 transforms AI from a simple Q&A chatbot into a true customer agent — one that can execute workflows, operate across channels, and handle complex multi-step processes.
Key upgrades:
Procedures for workflow automation
Simulation testing before deployment
Expanded channel support
Advanced analytics and insights
Procedures: AI That Takes Action
Fin can now execute step-by-step workflows, not just answer questions.
What Fin 3 can handle:
Task | How It Works |
Order investigation | Looks up order status, shipping, delivery issues |
Identity verification | Confirms customer identity before sensitive actions |
Refund processing | Checks eligibility, initiates refund, confirms with customer |
Cancellation requests | Follows your cancellation policy, processes or escalates |
Eligibility checks | Verifies warranty, return windows, subscription status |
This means fewer manual handoffs and faster resolution for routine requests.
Simulation Testing
Test AI behavior before it reaches customers.
What you can validate:
Edge cases and unusual scenarios
Decision paths and branching logic
Compliance with your policies
Tone and response quality
Why it matters: For regulated industries or complex products, simulation testing prevents costly mistakes and ensures consistent behavior.
Expanded Channel Support
Fin 3 works across more channels than ever:
Web chat
Mobile apps
Email
SMS
WhatsApp
Voice
Slack
Discord
One AI agent, one knowledge base, consistent experience everywhere.
Insights 2.0: Smarter Analytics
Go beyond ticket counts with analytics that explain why things happen:
Insight | What It Tells You |
CSAT drivers | Which topics improve or hurt satisfaction |
Frustration signals | Conversations that need attention |
Improvement suggestions | AI-recommended optimizations |
Trend analysis | Patterns across conversations over time |
Use these insights to improve not just your AI — but your product and processes.
What This Means for Your Setup
If you're already using Fin
Review your knowledge base for procedure-ready content
Identify workflows that can move from human-only to AI-assisted
Use simulation to test before enabling new capabilities
If you're considering Fin
Fin 3 makes the business case stronger:
Higher automation rates (complex tasks, not just FAQs)
Omnichannel from day one
Built-in testing reduces deployment risk
How We Can Help
dot2.solutions specializes in Fin implementation and optimization:
Knowledge base restructuring — Content that trains AI effectively
Procedure design — Map your workflows into AI-executable steps
Simulation testing — Validate behavior before go-live
Channel rollout — Deploy Fin across web, email, WhatsApp, and more
Learn More
For a deeper dive into Fin 3 and the future of AI customer agents, read our full analysis:
Need Help?
Email: [email protected]
Phone: +41 79 741 86 13
Book a consultation: dot2.solutions/contact