Meet Fini – your AI assistant for instant answers
Introducing Fini, your AI assistant designed to deliver instant answers 24/7.
With our team already achieving a 97% satisfaction rate, Fini now works alongside them to help you get back to work faster.
Start a chat and Fini responds instantly – no waiting or digging through help articles needed.
Fini has been in beta with select customers since summer 2025. It’s now been proven to save you time and get you faster resolutions, so we’re rolling it out for all customers at no cost.
Why Fini?
- Instant answers: Fini has been trained on internal processes and documentation to give instant answers to common questions in seconds.
- Around-the-clock support: Working outside office hours? Fini’s available 24/7 to help keep things moving.
- Faster resolution of complex issues: By handling routine queries, Fini frees our specialists to focus on anything that needs more tailored support.
- Monitored conversations: Every message is reviewed, with our team stepping in when needed – continually training Fini to be smarter and more precise.
- Human support, on demand: Simply type “speak to a human” anytime to connect with our human team.
Fini is a companion, not a replacement
AI can be frustrating when it traps you in loops with no way to reach a person. That’s not how Fini works.
Fini works alongside our team, not as a barrier to them. You’ll always be able to connect with a human – though you might just be surprised by just how much Fini can handle.
How it works
Start a live chat, ask your question, and Fini will provide an immediate response. For anything more complex, our support specialists are ready to step in.
Pro tip: The more context you provide, the better Fini’s response – and the faster a human agent can help if needed. Instead of “client portal login,” try “I need help issuing client portal logins for new clients.”
Try Fini today
Fini is now live in-platform, working alongside our human team to make your support faster, smarter, and more efficient.
