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Documentation Index

Fetch the complete documentation index at: https://docs.usefini.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

The AI Agents page is your starting point in Fini. Every AI agent you create is an independent unit with its own knowledge base, prompt configuration, tags, attributes, actions, and deployment channels. You can run multiple agents side by side: one for customer support, another for internal IT, another scoped to a specific product line.
AI Agents home page with a grid of bot cards and a Create new bot card in the top-left

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Creating an AI agent

Click the Create new bot card in the top-left of the grid to open the creation dialog.
Create Bot modal with name input placeholder 'E.g. AssistMe, IntelliBot' and a Create button
Enter a name for your agent, something that reflects its role or the team it serves, like Support-AI, Marketing-AI-Agent, or IntelliBot. Click Create and Fini adds the agent to your grid ready for configuration.
Name agents after their function and audience rather than generic labels. Support-Billing and Support-Onboarding are much easier to manage at scale than Bot-1 and Bot-2.

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The agent card

Each card in the grid represents one AI agent and shows:
  • Agent name: the identifier you chose at creation
  • Deployments: the number of active output integrations the agent is live on (Zendesk, Intercom, widget, etc.)
  • Deploy button: navigates directly to the Deploy page for that agent
  • Playground button: opens the Playground so you can test the agent immediately
A new agent shows Deployments: — until you connect at least one output integration on the Deploy page.

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Working within a specific agent

Most pages in Fini (Knowledge, Inbox, Test Suite, and Analytics) scope their data to a single agent using the agent selector in the top-right corner. This lets you work with one agent’s data without switching accounts.

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Knowledge

When set to All, the Knowledge page shows every article across every agent in your account. Switch the selector to a specific agent to filter the folder tree and article list to only the knowledge connected to that agent.
Knowledge page with All selected in the agent selector, showing the Billing folder with a Refund article
Knowledge page with Marketing-AI-Agent selected in the agent selector
Switch the selector before adding or editing knowledge if you want sources clearly associated with the right agent from the start.

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Inbox

The Inbox scopes conversations to a single agent the same way. Once you select an agent, use the date range picker and filter chips (Knowledge, Ticket Id, Conversation status, Fini Touched, Feedback, Feedback Notes, Channel) to drill into exactly the conversations you need.
Inbox page with Marketing-AI-Agent selected and filter chips for Knowledge, Ticket Id, Conversation status, Fini Touched, Feedback, and Channel
Use the Channel filter in Inbox to compare conversations per deployment. This is useful when the same agent runs on both Zendesk and the widget and you want to understand behaviour differences by channel.

Sources

Connect your knowledge base to the agent so it can answer questions accurately.

Deploy

Connect the agent to Zendesk, Intercom, your widget, or other channels.

Inbox

Review conversations, tag outcomes, and audit AI decisions per agent.

Prompts

Define how the agent reasons, responds, and escalates.