BUILD · ONBOARDING AGENT · Fin AI
Build an onboarding agent
into Fin AI
So far Fin AI has only been leveraged as a support agent but now it can onboard agent and become respnsible for new User activation
BOOK A DEMO
READ FIN AI INTEGRATION DOCS
WHAT THE AGENT CAN DO
01
Can act for you or show you
The agent can either show you, do it for you with MCP, or trigger a browser agent
02
Retains all action history
Agent retains all memory of what you do in the UI and what you do in the chat
03
Prompts the next best step for user to get most value
Users all of the users personlized action history knowing what they and haen't done to suggest the next best step