Breakout

Navigate to Blocks → Ask AI to customize:

- Navigate to Blocks → Ask AI to customize:

- Agent name and avatar
- Color scheme and styling
- Welcome message
- Button text and positioning

Response length: Brief, moderate, or detailed

Tone: Professional, friendly, casual, etc.

Personality traits: Add specific instructions for how the agent should communicate

- Response length: Brief, moderate, or detailed
- Tone: Professional, friendly, casual, etc.
- Personality traits: Add specific instructions for how the agent should communicate

Navigate to Blocks → Ask AI → Support Settings

Choose what happens when visitors ask support questions:

1. Redirect to support center (recommended)
2. Provide support URL

1. Navigate to Blocks → Ask AI → Support Settings 

2. Choose what happens when visitors ask support questions:
 1. Redirect to support center (recommended)
 2. Provide support URL
3. Enter your support center URL

Navigate to Settings → Instructions to add specific guidance:

- Pricing discussion preferences ("Don't talk about pricing" or "Always mention pricing")
- Competitor mentions
- Specific phrases or terminology to use/avoid
- Any other behavioral guidelines

- Navigate to Settings → Instructions to add specific guidance:
  - Pricing discussion preferences ("Don't talk about pricing" or "Always mention pricing")
  - Competitor mentions
  - Specific phrases or terminology to use/avoid
  - Any other behavioral guidelines

Note: Custom instructions become more refined as you test and gather feedback.

Customizing your agent

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Customizing your agent

Branding & Appearance

Agent personality and behavior

Handling support queries

Custom Instructions

Customizing your agent

Branding & Appearance

Agent personality and behavior

Handling support queries

​Custom Instructions

Custom Instructions