Fin for Sales
Fin for Sales covers using Fin AI Agent on sales-oriented conversations: qualifying leads, answering product and pricing questions, booking meetings, and routing high-intent buyers to sales.
Core rules
- Separate sales content from support content. Use sales-specific sources and Guidance for positioning, disclaimers, and prohibited claims. Do not let support articles define pricing or discounts.
- Qualify with a short procedure. Ask only the fields sales needs, such as company size, use case, timeline, and budget range. Explain why you are asking and keep it conversational.
- Book and route. Use an Action to book a meeting or create a CRM lead when criteria are met. Route hot leads to the right sales inbox with a summary and qualification data.
- Respect boundaries. Fin should not promise discounts, negotiate contracts, or give legal/security commitments unless approved content explicitly allows it.
- Measure sales outcomes. Track qualified leads, meetings booked, handoff quality, and conversion, not just conversation resolution.
Worked example
A visitor asks about pricing for a 200-person team. Fin answers from the approved pricing page, asks for use case and timeline, and determines the lead is qualified. It books a demo via calendar Action and creates a CRM lead with the answers. If the visitor asks for a discount, Fin explains that the sales team will discuss options and routes to Sales.
Traps
Letting Fin invent pricing; using support-only content; failing to sync CRM data; not handing off hot leads; and treating a booked meeting as a closed support conversation.