Workspace and integration
Setting up and managing your Fin workspace.
19 articles
- Your workspace settings
- Adding or removing a teammate
- Sync data from Zendesk
- How to resolve user or organization data sync issues between Zendesk and Fin
- Sync Salesforce Account data
- Sync ticket/case history
- Use Fin AI Agent in multiple languages
- Use multi-brand with Fin for Zendesk
- How to use conditional conversation attributes
- Upload list attribute options via CSV
- Integrate with an identity provider and log in with SAML SSO
- Customize Fin AI Agent's personality
- Protect your account with 2FA, Google Sign-On or SAML SSO
- Provide a security contact for your workspace
- Restricting access to your Fin workspace using IP restrictions
- Set a custom session length for teammates on your workspace
- Create authentication and API tokens
- Deleting teammates and their data
- How to tailor your AI topics with topic curation