In competitive markets, I see two options: try to win the game competitors set, or choose to play a different game. In the "Customer Agents" category, I’ve watched too many glossy, fabricated demos—especially around voice—mask the real challenges. Voice is just extremely hard. We all know the future of customer experiences will be Agent-driven voice, yet most of us haven’t actually spoken with a modern AI Agent when calling a business because the tech hasn’t been truly ready in the wild. Today, the bar moves.
What changed? There’s a live, public demo of cutting-edge voice tech you can stress test yourself—no smoke, no mirrors. I recommend taking it for a spin: https://fin.ai/voice. It’s fast, natural, and, yes, very, very good.
For context, yesterday brought Apex Flash, their newest and fastest model, built for the unique demands of low latency channels like voice. Today comes Fin Voice 2, a major upgrade to Fin Voice with over 20 new features, and the first product built on Apex Flash.
Here are the three things that stood out to me—and why they matter for customer support AI strategy and product strategy.
First — thanks to Apex Flash, Fin Voice 2 is now the fastest, most natural Agent for phone, with higher resolution rates and customer satisfaction scores than ever before. Apex Flash is trained on millions of customer experience interactions, fine tuned for customer service, and can be configured to understand all your knowledge and follow all your policies. The result is higher resolution at significantly lower latency—the best of both worlds for voice AI agent performance.
Speed and naturalness here aren’t accidental. Most voice AI products are slow because they convert speech to text, send it to a general model, get a text answer, and then convert it back to speech. Fin Voice 2 was designed to work differently, separating the real time layer that handles speech processing, and the layer that generates answers. That architecture is purpose-built for the demands of customer service on voice.
Powered by Apex Flash, Fin Voice 2 raises the bar on quality and speed—boosting resolution rates and guidance following while cutting time to first audio and semantic search latency, with a lift in CSAT too.
Second — Fin Voice 2 can handle complex queries end to end: taking actions in external systems, verifying callers’ identities, processing refunds, booking appointments, and more. Phone is a high-stakes channel, and Fin adapts to customers across emotional states, clarifies when needed, and confirms key details before taking action. Most of the time, Fin can resolve the query in full, and when it can’t, it seamlessly hands off to the human team, maintaining full customer context and history. You also get multiple improvements to call quality, plus proactive outbound calls to follow up on unresolved issues—all orchestrated by robust AI workflows.
Third — Fin Voice 2 gives you total control with industry-leading tools to configure and manage how Fin behaves. You get rich, detailed insights into call behavior and quality, the most common topics of calls, and one-click recommendations to improve. As with everything in Fin, you can fully self-serve and then manage it all with ease, without requiring professional services. Many vendors only let you set up their voice agent under supervision; with Fin, you get everything you need to iterate fast.
If you haven’t tried the demo yet, go check it out: https://fin.ai/voice. If you prefer to wait, don’t be surprised when you end up speaking with it at a favorite brand soon.
From a product management lens, this is what matters: latency is a feature customers feel; transparency builds trust in enterprise AI; and control is non-negotiable for CX leaders. The combination of a purpose-built, agentic AI architecture, measurable gains in resolution and CSAT, and true self-serve configuration signals that voice is moving from prototype theater to production reality. That’s the different game I want our industry to play.
A prospect lands on our site, skims pricing, watches a demo, and clicks “contact sales.” For years, that’s where momentum died. They waited, and we built entire sales motions around managing that delay.
We optimized for “speed-to-lead,” made it the hallmark of a high-performing sales development org, hired more SDRs, tuned routing rules, added shift coverage, and stared at response-time dashboards. Typical SLA targets were one hour for best-fit leads, four hours for core MQLs, forty-eight hours for everyone else. Those were considered good numbers.
No one questioned the premise because the lag felt structural—shift scheduling, routing delays, and humans working 9–5. The fastest teams could only shrink the gap; nobody could remove it.
An AI Agent closes it completely.
When a prospect arrives today, the conversation can begin immediately. That single change reshapes how I design a sales org—how we staff it, what our team prioritizes, and the metrics we hold ourselves accountable for.
Step outside our dashboards and look at the buyer experience. We spend heavily to drive traffic, then push visitors into forms and queues that add friction precisely when purchase intent peaks.
Intent is highest the moment someone seeks out our product. If an SDR follows up two or three hours later, that buyer’s in another meeting, the urgency has faded, and the moment is gone. We still call it a lead; the buyer has already moved on.
What AI changes
Agents eliminate the structural constraints that made speed-to-lead a problem—shift scheduling, routing delays, CRM batch processing, the SDR being on another call. None of it applies anymore because every single lead can be engaged immediately, at any hour and in any language.
The impact goes beyond response time. When an Agent engages at peak intent, qualification, discovery, and even an initial demo moment can unfold in a single, continuous conversation. The gated funnel collapses. There’s no reason to qualify someone today, schedule discovery for Thursday, and demo the following week when the conversation is already happening.
The constraint the industry built around simply isn’t there anymore. We’re already seeing it with Fin, a Customer Agent. As sales leaders, we need to frame this differently.
If speed-to-lead is no longer the constraint, the knock-on effects reach every part of the org.
Introduce Fin for Sales to your team with this clean hero banner: bold headline, signature blue spiral, and a clear 'Start free trial' call to action—inviting readers to explore an AI customer agent built for revenue.
SDRs focus on moving deals forward. Instead of frontline triage, they double down on phone-based selling and relationship building, complex deal navigation, and multi-threaded engagement across stakeholders—the high-leverage work that used to get crowded out by the inbox.
Pipeline gets more relevant. The old model rewarded volume: capture as many form fills as possible, respond fast, and sort quality later. When an Agent engages at the moment of intent, it qualifies during the conversation. Low-fit leads get filtered out before they reach the team, and high-fit prospects arrive with context—needs, timeline, stakeholders—instead of just a name and email.
You measure outcomes, not response time. When first response is instant, different metrics matter. I anchor on three questions:
1) Is the Agent doing the work? Completion rate, qualification rate, and contact capture rate indicate whether conversations reach clear outcomes and produce usable handoffs to the team.
2) Is the work producing pipeline? Meetings booked and pipeline created through Agent-handled conversations are the leading indicators of revenue, not how fast someone followed up.
3) Are buyers having a good experience? Conversation-level satisfaction matters more than ever because the Agent is the first interaction prospects have with your company. The experience it delivers is the first impression you make.
These three questions reveal whether the motion is working. Time-to-first-response can’t.
Sales orgs built hiring plans, workflows, and performance metrics around beating intent decay. That made sense when the lag was unavoidable. It isn’t anymore.
An Agent is always on. It engages the moment a prospect arrives on your site, qualifies them in real time, and routes them to the right outcome without waiting for someone to be free. The lag the industry built itself around doesn’t exist when the conversation starts immediately.
The companies leaning into this are investing in what happens after the conversation starts: how well the Agent qualifies, where it creates pipeline, and what SDRs should actually spend time on. What matters now is not how fast you respond, but what the conversation produces.
Speed-to-lead made sense when the delay was structural. It isn’t anymore. If you’re re-architecting go-to-market, instrument Agent Analytics, revisit SDR charters, and tighten CRM integration so every qualified handoff is instant, traceable, and revenue-linked.
Default prompts are quietly sabotaging agent retention. I learned this the hard way while reviewing early funnels for our voice and chat agents—engagement looked great at the greeting, but the moment the agent stopped after a single reply, the conversation flatlined. The fix wasn’t a fancy LLM trick; it was a disciplined second message and a rigorous audit of defaults across every entry point.
When an AI agent opens with a generic, low-friction greeting and then waits, users hesitate. Cognitive load rises, intent stays fuzzy, and drop-off follows. A thoughtful second message—delivered quickly, with clarity and options—reduces ambiguity and gives people a low-effort path to progress. It’s a small behavioral nudge that pays off in outsized retention gains.
Here’s the pattern that consistently works for me. First, keep the initial default prompt short, confident, and specific to the channel and task domain. Then ship a fast follow-up if the user hesitates for a few seconds. That second message should clarify what the agent can do, present 2–3 concrete choices, and invite free-form input. I’ve repeatedly seen this simple sequence unlock a 2–3x retention lift in early sessions, especially for first-time users.
Auditing default prompts is where the leverage lives. I inventory every ingress—web widget, IVR, SMS, in-app, help center—and catalogue the exact default system, developer, and user-facing prompts. Then I inspect turn-1 and turn-2 transcripts in Agent Analytics to quantify where users stall: time-to-first-intent, clarification rate, option selection rate, and completion. This makes the drop-off visible and turns “vibes” into data we can A/B test.
Designing the second message is a conversation design exercise, not a copy tweak. My recipe: empathize with the user’s likely uncertainty, constrain scope so the agent appears capable, and apply choice architecture. For voice AI agents, I keep it shorter, use confirmation questions, and bias toward read-back for accuracy. For chat, I include tappable options and examples that mirror top intents. The goal is momentum without feeling pushy.
Operationally, I run controlled A/B tests on default and second-message variants, sized to a realistic minimum detectable effect. I segment by source (ad, organic, support), device, and use case, because the winning prompt for sales qualification rarely matches the one for customer support. With proper instrumentation in our analytics stack, we track retention curves over the first 3–5 sessions, not just single-session reply rates, to avoid optimizing for chatter over outcomes.
Strong prompt engineering underpins the experience. I keep system prompts stable and explicit about persona, tone, and refusal behavior; manage the context window so examples don’t drown live intent; and use a retrieval-first pipeline when domain knowledge matters. The most expensive mistake I see is shipping defaults like “How can I help you?” without guardrails or examples—great for demos, bad for real users.
If you’re starting fresh, begin with a prompt audit this week: list all defaults, map them to top intents, and pair each with a channel-appropriate second message. Instrument the funnel, launch two variants, and set a crisp success metric (e.g., turn-2 continuation rate to task start, then task completion). This is one of those rare changes that is simple to ship and compounds across onboarding, activation, and long-term retention.
The takeaway is straightforward: don’t let your best work stall after the first reply. A disciplined second message and a focused default prompt audit will lift engagement, reduce ambiguity, and create the kind of early momentum that sustains retention over time.
Inspired by this post on Amplitude – Perspectives.
In my work with product, operations, and support leaders, I’m often asked to help make sense of Agent Analytics—what to track, how to attribute outcomes, and where to invest. After reviewing countless dashboards and running experiments across human agents and AI agents, I’ve learned that some of the most common measurement beliefs are precisely the ones that lead teams astray.
What comes up in conversation with leaders about Agent Analytics, and why not everything is what it seems.
Below, I unpack four pervasive myths I encounter and share the data-centered practices I use to replace them. My goal is simple: help you upgrade the way you measure performance so you can improve customer outcomes, accelerate learning, and scale impact with confidence.
Myth 1: “Lower average handle time (AHT) means higher performance.” AHT is useful but incomplete. When teams optimize solely for speed, they often push complexity into repeat contacts, reopens, or escalations. In the data, that shows up as a weak or negative relationship between lower AHT and durable outcomes like first contact resolution (FCR), customer effort, or revenue per conversation.
Reality and what I measure instead: I right-size speed by pairing AHT with intent-level resolution and recontact rate. For simple intents (password reset, billing address update), shorter is usually better. For complex intents (tiered troubleshooting, multi-step verification), “right-speeding” wins—slightly longer interactions that prevent rework. Practically, that means segmenting by intent complexity using behavioral analytics, tracking weighted “intent resolution rate,” and monitoring repeat-contact windows (24–168 hours) to catch downstream pain.
Myth 2: “AI agent containment tells the whole story.” A high containment rate can mask failure modes such as unresolved intent, silent abandonment, or low-quality handoffs that frustrate customers and spike human workload later.
Reality and what I measure instead: I break containment into three parts for voice and chat flows: (1) intent resolution without escalation, (2) graceful handoff quality when escalation is necessary, and (3) post-handoff efficiency and satisfaction. For voice AI agent experiences, I also track escalation clarity (did the transcript summarize history and intent?), time-to-human, and customer satisfaction on the combined interaction. This provides a fuller view of customer support ai strategy effectiveness and avoids over-crediting automation for partial wins.
Myth 3: “Quality is subjective, so it can’t be measured at scale.” Teams often default to sporadic QA because they assume it can’t be standardized across channels or agent types. The result is noisy feedback loops and stalled coaching.
Reality and what I measure instead: Quality becomes measurable when it’s grounded in observable behaviors linked to outcomes. I use a rubric anchored in behavioral analytics (e.g., verified customer need, correct resolution path, policy compliance, empathy markers) and validate it via correlation with FCR, recontact, and retention analysis. To scale, I combine calibrated human reviews with AI-assisted scoring, check inter-rater reliability weekly, and use driver trees to connect quality levers to business results. This creates a consistent, coachable signal for both human agents and AI flows.
Myth 4: “If the dashboard is green after launch, we’ve won.” Early wins can reflect novelty effects, cherry-picked routing, or short-term incentives that don’t persist. Declaring victory too soon locks in fragile gains and hides regressions across cohorts.
Reality and what I measure instead: I treat go-live as the start of learning. I use A/B testing with a clear minimum detectable effect (MDE), stagger ramps, and hold out stable control cohorts for at least one full demand cycle. I track outcomes vs output OKRs—focusing on intent resolution, customer effort, and revenue/customer health over vanity metrics. I also monitor seasonality and channel mix shifts inside a unified analytics platform to ensure improvements generalize beyond the first week.
How I operationalize this day to day: (1) define intents and complexity upfront, (2) unify journey data across channels, (3) instrument resolution and recontact rigorously, (4) apply driver trees to isolate what actually moves outcomes, and (5) iterate via disciplined experiments rather than sweeping changes. This approach aligns product and operations, speeds up coaching, and ensures AI investments compound rather than decay.
If you’re rethinking your Agent Analytics stack, start by replacing each myth with a sharper metric: pair AHT with intent-level resolution, pair containment with handoff quality and satisfaction, pair QA with outcome-linked rubrics, and pair green dashboards with robust experiments. The payoff is a measurement system that earns trust, guides better decisions, and consistently improves customer and business results.
Every day at HighLevel, I talk with support leaders who are balancing two imperatives that can feel at odds: scaling service efficiently while deepening empathy in every interaction. My product lens is simple—use AI to clear the path for humans to do what only humans can do: listen, understand, and solve nuanced problems with care.
Discover how AI helps support teams deliver faster, more empathetic experiences. Automate the repetitive, so agents can focus on what matters: the customer.
That principle anchors our customer support AI strategy. We deploy AI workflows that handle the heavy lift—classification, intent detection, summarization, knowledge retrieval, and next-best-action—so agentic AI can triage, resolve routine issues, and hand off the right context when a human touch is needed. The result is a queue that moves faster, with more signal and less noise, and a team freed to bring empathy and judgment to the moments that matter most.
On the front line, a voice AI agent or chat interface deflects repetitive requests, while conversation design ensures the experience feels respectful, transparent, and helpful. Inside the console, Agent Analytics surface what leaders care about: which topics spike, where customers get stuck, how sentiment and CSAT shift, and which playbooks actually shorten time to resolution. When an agent steps in, AI-assisted replies, real-time summarization, and suggested macros reduce cognitive load—so attention goes to the customer, not the keyboard.
Shipping these capabilities responsibly requires rigor. My playbook pairs LLMs for product managers with a retrieval-first pipeline that grounds responses in audited knowledge, backed by privacy-by-design and data governance. We use eval-driven development to measure safety and quality, and A/B testing to quantify impact before broad rollout. This isn’t just about automation; it’s about trust, reliability, and continuous discovery with real customers.
Context is king, so CRM integration is non-negotiable. By unifying tickets, purchase history, prior conversations, and lifecycle stage, agents walk in with empathy already loaded. Whether the channel is Intercom, HubSpot, or native chat, a unified analytics platform connects signals across journeys, enabling proactive outreach, smarter product tours, and in-app guides that prevent avoidable tickets in the first place.
The outcome is a support organization that scales without sacrificing humanity. AI handles the repetitive; people handle the relational. Teams spend less time searching and more time solving. Leaders coach with data instead of guesswork. And customers feel heard—because they are. That’s how we make human support more human, at scale.
Inspired by this post on Amplitude – Perspectives.
Turning a rambling stream of consciousness into a clean task list while someone is still talking has been a longtime product dream of mine. With Ramble, Todoist brought that dream to life by using live audio AI to capture tasks in real time—no transcription step required. The result is a voice-to-task flow that feels natural, fast, and surprisingly disciplined.
As I listened to the Doist team—Ernesto Garcia (Front-end Product Engineer), Thomas Jost (Backend Software Engineer), and Hugo Fauquenoi (Product Manager)—walk through their approach, I heard a blueprint for building pragmatic GenAI features. What began as a two-to-three month AI exploration became one of their most technically deliberate releases: a “Gemini-powered pipeline that makes tool calls while the user is still speaking, surfacing tasks on screen in real time without any text output from the model.”
The breakthrough started with user research. People weren’t merely dictating tasks; they were doing a “brain dump” first—often into pen and paper or even ChatGPT voice—and only then committing items to Todoist. Meeting users where they already are reframed the problem: don’t force structure upfront; capture fluid thought and translate it into actionable tasks instantly.
That insight led to a bold architectural choice: skip transcription entirely and process raw audio directly with a Gemini live audio model. By removing the brittle middleman of text, the team reduced latency and kept the model focused on one job—turning intent into structured actions. It’s a crisp example of AI workflows designed for reliability over novelty.
The real magic is in the real-time “tool calls.” As the user speaks, the model triggers add task, edit task, and delete task operations immediately. For high-friction contexts like driving, they paired visual task cards with subtle sound effects as confirmation cues. It’s thoughtful conversation design that respects attention and safety without sacrificing speed.
Teaching the model to capture tasks literally—without over-interpreting or trying to complete the work—required careful prompt engineering for voice and temperature tuning. Drawing a bright line between “capture versus do” kept the experience trustworthy. In my own AI Strategy work, I’ve found that establishing explicit agentic guardrails early prevents unintended autonomy later.
Dates were the sleeper challenge. The team had to inject the current date, normalize to days vs. months, and always output dates in English for the natural language parser—while preserving the user’s original language for everything else. If you’ve ever shipped date handling across locales, you’ll appreciate how many edge cases hide in “Taming Dates and Time.”
Quality didn’t hinge on intuition alone. They built an LLM-judge eval system using real employee recordings from 100+ people across 35 countries in 20+ languages to catch prompt regressions. That’s eval-driven development done right: representative data, repeatable scoring, and tight feedback loops as models and prompts evolve.
For project and label matching, they chose direct context injection over RAG. Instead of building a retrieval pipeline, they injected the full project/label list into the system prompt. With smart context window management and a sharply constrained task schema, this was both simpler and more accurate. Sometimes the fastest path to product-market fit is removing moving parts, not adding them.
One product principle stood out: easy correction beats perfect first-time accuracy. Natural language interfaces earn trust when users can fix misfires in a tap or two. That bias toward quick recovery over false precision is how you ship AI that feels useful from day one.
Looking ahead, the roadmap is compelling: multimodal task capture from images and text blobs, Apple Watch support, and automation integrations. As voice AI agent patterns mature, this “tool-only architecture” sets a solid foundation for going from capture to coordinated execution—without losing the simplicity that makes Ramble shine.
If you want to hear the full conversation, you can listen on Spotify or Apple Podcasts. It’s a masterclass in building focused GenAI features that trade cleverness for clarity—and still delight.
Resources & Links: Todoist • Doist • Google Vertex AI (Gemini)
Leading the Support function for a company that builds a leading Agent and AI-forward customer service platform has been, for me, unique, exciting, and yes—daunting. It’s where product ambition meets operational reality, and where every decision I make is immediately tested by customers who expect excellence.
It’s unique because we use the same technology as our customers. We live in the product every day, which puts us in a privileged position to be the voice of the customer across the organization. That tight feedback loop has shaped how I prioritize, what I build next, and how I measure success.
It’s exciting because we get to try all of the new features and capabilities of Fin and the Intercom helpdesk. With a relentless focus on AI innovation, I’ve had access to remarkable tools that help us deliver an incredible customer experience—and I’ve seen firsthand how the right workflows and guardrails turn those tools into outcomes.
And it’s daunting because expectations for our own Customer Support (CS) team are sky high. If we can’t deliver incredible support using our own technology, we undermine its value proposition. That imperative has kept me honest, focused, and fast.
In our new research, “The 2026 Customer Service Transformation Report,” we’ve been sharing how forward-looking teams use AI to transform their support models. If you’d like to get straight to the report, download it here.
When Intercom changed its focus in late 2022 to prioritize the customer service use case, we undertook a critical review of the support experience we were delivering and committed to driving meaningful change under an AI-first framework. That was a turning point: I aligned product strategy and operations around a single north star—automate with quality, and elevate humans to higher-value work.
Three years on, Fin now resolves over 81% of all our customer support volume, delivering immediate and high-quality resolutions. We have absorbed a 300%+ increase in customer demand since 2022 without proportional headcount growth. Without Fin, we would have needed at least 100 additional CS team members to meet that demand and our improved service levels – a net saving to Intercom of between $7.5M–$9M annually.
Throughout this work, we drew on research from the 2026 Customer Service Transformation Report and applied the lessons directly to our own org design, knowledge management, and AI workflows. What follows is our story of transformation and how we achieved a mature deployment of Fin.
The problems we set out to solve
Back in 2022, our challenges looked familiar to any modern support organization, and I knew we needed a step-change—not incremental tweaks.
We faced increased support demand from new and existing customers: Intercom was launching major features and changes at speed, driving up overall customer conversation volume and requiring additional headcount for the CS team. I could see we were scaling people faster than processes—unsustainable without automation.
Our support policy (as defined by our service level objectives) was not based on a high bar: In most cases, we were only committed to “business hours” coverage for the majority of our customers, impacting first response times. Even with SLOs that were not considered best in class, we were struggling to meet our commitments. I wanted 24/7 coverage and faster first responses without sacrificing quality.
We wanted to do more: As we pivoted our strategy, we wanted to open new routes to our support team, such as providing support to website visitors with technical questions and to trial customers. That meant meeting customers earlier in their journey with accurate, on-brand responses—at scale.
What we did
We made a very conscious decision to become our own best reference customer. As Intercom embraced the opportunity that generative AI presented to transform customer service, we intentionally moved to an AI-first strategy for our Customer Support team. I set a simple operating principle: ship value quickly, measure relentlessly, and let evidence guide the next bet.
We started with the highest-volume, informational queries and saw our resolution rates climb quickly. With that foundation in place, we pushed Fin further, training it on deeper documentation and internal procedures, and eventually giving it the ability to take actions on behalf of customers. As Fin took on more complex work, our results started to compound—and trust in the system grew across the organization.
Early adoption and building trust. When “AI Assist” features came to the Intercom Inbox, the CS team got early exposure to AI and were empowered to provide feedback directly to our product teams. This built awareness and trust across the team about what we were trying to achieve with AI, and helped shape the product roadmap. We were also the first beta customer for Fin, rolling it out to a subset of customers to watch sentiment and outcomes closely. With no adverse reaction and an initial resolution rate of over 25%, we deployed Fin to most customer segments within weeks. I’ll never forget the first week we put Fin in front of real customers—the silence of issues that never reached humans was the loudest signal of success.
Knowledge management as a product. We recognized quickly that time spent tuning our help center and knowledge assets for Fin would pay dividends. We transitioned our Help Center Manager into a “Knowledge Manager,” with a dedicated remit to optimize content for Fin. We embedded knowledge creation into our “New Product Introduction” (NPI) process, targeting that Fin would resolve at least 50% of customer issues at every new product and feature launch. Over time, we added new sources, including “Developer Documents,” enabling Fin to handle increasingly complex issues. We built a culture of continuous improvement—allocating “out of the inbox” time so every teammate could close content gaps and raise the bar.
Conversation design end-to-end. To ensure a consistent, high-quality customer experience, we created a new “Conversation Designer” role that owns the journey across automation and human handoffs. Using Intercom’s Workflows, we introduced “skills-based routing” so that when a customer asks for a human, the conversation reaches someone with the right expertise quickly. This is now handled by Fin directly using a feature called “Attributes.” The result: a seamless, on-brand experience regardless of channel or escalation path.
Leaders are racing ahead with real AI in support. Explore the 2026 Customer Service Transformation Report to see where deployment is stalling, benchmark your team, and get practical steps to scale automation that delights.
Organization changes that unlocked leverage. As we scaled Fin, we stood up a dedicated AI Support team under a senior CS leader to continuously optimize automation and define our AI adoption strategy across the journey. We restructured human roles into “Technical Support Specialist” and “Technical Support Engineer” to better align with the complexity of incoming work. We also expanded Support Operations to focus on optimization—using AI to uplevel Enablement, Workforce Management, QA, Process Management, and Data Insights. Just as important, we reset expectations about the balance between time spent supporting customers directly versus improving AI. That mindset shift created compounding returns.
Pushing Fin further with new capabilities. As capabilities matured, we were early adopters and saw measurable wins:
Fin Guidance: Multiple Guidance rules provide additional controls and a more personalized, targeted experience for customers.
Fin Tasks and Procedures: Enables Fin to carry out activities such as updating customers on incident status and deep troubleshooting for technical issues.
Insights: AI-driven dashboards provide deep insight into Fin’s performance and surface recommendations for further optimization. Insights also provides a Customer Experience (CX) Score for every customer interaction, enabling more targeted improvement efforts and opening up new ways to close the loop with customers who have had a poor experience.
What we achieved
What started as a focused effort to improve our customer support experience became the strongest proof point for what’s possible when you fully embrace AI. Fin now resolves over 81% of all our customer support volume and has allowed us to absorb a 300%+ increase in demand without proportional headcount growth. Over 90% of our customers now benefit from improved first response performance, 24/7 coverage, and outbound phone support.
What the numbers don’t fully capture is the shift in how our team operates. With volume absorbed by Fin, our CS teammates now deliver consultative support—guiding next best actions, deepening product adoption, and contributing directly to retention and expansion. Customers that receive these engagements adopt Fin at a much deeper level and achieve greater support success. What was once a reactive, volume-driven team is now a function that generates significant revenue.
What’s next
Customer expectations are always rising, so we’re building on our progress by embracing the Fin Flywheel—an actionable framework for ongoing improvement and optimization. This keeps us honest about the discipline required to sustain AI performance at scale.
Train: Teach Fin to resolve even the most complex queries with Procedures, knowledge, and policies.
Test: Run fully simulated customer conversations from start to finish to see exactly how Fin will behave before going live.
Deploy: Set Fin live across every channel – voice, email, chat, and social – for consistent support wherever customers reach out.
Analyze: Use AI-powered Insights to analyze and improve Fin’s performance and deliver better customer experiences.
We are also investing in our support teammates so they can adjust to the new world of AI—taking on more complex work and being valued for the subject matter expertise, consultative engagement, and empathy they bring to the role. That human layer is where differentiation shines.
We will continue to develop and share best practices for deploying an Agent, based on our own experience with Fin and the lessons learned from our most forward-looking customers. These are captured and continually evolving in The Agent Blueprint.
Transformation takes commitment
The most successful teams aren’t bolting AI onto old processes; they’re rebuilding support around it—investing in knowledge and people alongside technology, and treating AI as a continuous discipline rather than a one-time deployment. That’s the real change required. For support teams willing to make it, there’s a rare opportunity to redefine what customer service can deliver—higher CSAT, faster resolution, and durable ROI.
Every update we shipped this month removed a specific constraint on what teams can do with Fin. In my world, the demo-to-production gap shows up as complexity, control, and confidence. Can the agent handle the query that actually matters? Will it sound right on a call? Can the team deploy it without filing an engineering ticket? Can managers understand what it’s doing? That’s the bar I hold us to.
This month, we delivered answers to all four. Here’s how.
Procedures and Simulations (0:51). The hardest problem in AI-powered customer service isn’t answering FAQs—it’s executing complex queries with real business logic and real consequences if anything goes wrong. Think billing refunds, multi-step flows, and actions that must be right the first time.
We made it dramatically easier to build and manage Fin for those complex queries—without pulling in an engineer. You can author in natural language, test every step in simulation, and deploy with confidence.
The workflow starts with AI drafting the procedure from your existing source material. You edit in natural language, with structured hooks to pull in live data, apply business logic, and add code for deterministic control where you need it. That’s how you handle multi-step flows with the precision that matters when things go wrong.
Simulations are the test environment. Define a test case, pass in the data Fin would receive in a real conversation, and watch it work through each step. You see what Fin is doing, why, and whether it’s meeting the criteria you set. Full transparency at every point. I’ve run these end-to-end myself, and there’s a particular confidence that comes from watching it work before it goes anywhere near a customer.
A conversational moment from the February Fin Product Updates recap: two teammates trade insights with laptops open, while a bold pull-quote drives home the promise—Fin removes complexity to start selling and supporting in under two minutes.
For a deeper look at Procedures and Simulations, head to fin.ai/procedures.
Fin Voice: three major updates. When something’s off in chat, it can take a few exchanges to notice; on a call, it’s immediate. Pronunciation, noise handling, and tone all matter because they’re the customer’s first impression.
Pronunciation rules (4:18). Fin has high out-of-the-box pronunciation accuracy, but it doesn’t know your brand—your product names, your industry terminology, the way your company uses certain words. Alihan Zinna, Staff ML Scientist, showed this with an IKEA example: without pronunciation rules, Fin mispronounced both “IKEA” and a product name; after adding rules, both were corrected and sounded natural.
New natural voices (5:48). We’ve added 11 new voices tuned to a range of brand tones so you can choose one that sounds like it truly belongs to your company—not a generic AI assistant.
Background noise reduction (6:28). People call from airports, shops, and busy offices. Fin now monitors background noise continuously and increases noise reduction when the environment demands it. No configuration needed. As Alihan put it, “This is one of those things customers really notice when it’s not working. The goal was to make it invisible. That’s what we built.”
Catch up on February’s Fin Product Updates with a walkthrough of the Call Metrics dashboard—saved filters, hold‑time tiles, missed and declined call counts, and a monthly breakdown that helps support teams act faster.
Shopify setup experience (8:21). Fin began as a Service Agent and is quickly becoming a Customer Agent—working across the whole lifecycle to support, sell, and guide, even before a customer has an issue. The revamped Shopify setup is a clear step forward.
Shopify catalogs are complex—thousands of products, variants, and dynamic inventory—and connecting all of that to an agent has historically been painful. We removed the friction.
Setup now takes three steps: first, connect your store. Second, install the Messenger directly in Shopify—no code, just a few clicks. Third, deploy Fin. Total time: under two minutes. We timed it live.
What that unlocks is real. In the demo, a first-time snowboarder asked for recommendations. Fin searched the catalog, reasoned about attributes that matter to a beginner (there’s no “beginner” tag in the catalog), personalized suggestions by height and weight, and added a board to the cart.
Even better, one customer updated their website copy to promote a sale. Fin immediately picked up the new context and began recommending sale items, nudging shoppers to add more to the cart to access a discount—no extra configuration required. It read the situation and acted.
See how the latest Fin update streamlines support scheduling. A product expert walks through Holiday Office Hours, showing how to set default hours, track response metrics, and add closures so teams stay consistent.
Three steps, and you have a real-time shopping assistant that knows your store and sells on your behalf.
Helpdesk improvements (12:31). Fin works with any helpdesk, but many teams consolidate to take advantage of our native Intercom helpdesk integration. We’ve shipped 19 helpdesk improvements in 2026 so far; two from this month stand out.
11 new call metrics. Hold time, outbound dial time, missed and declined calls, call terminating party, and more. These give leaders the visibility to analyze workload distribution and call handling quality in detail.
Holiday office hours. Teams no longer need to manually update office hours for every public holiday. This was the most upvoted request in our community, and we shipped it.
Across the board, we removed the constraints that hold teams back: the complexity ceiling in automation, the quality ceiling in voice, the setup barrier in Shopify, and the operational overhead in the helpdesk.
We closed out the month with a Star Wars–style crawl of 22 additional updates. All features mentioned here are live and available now. Explore more at fin.ai/updates. More to come—see you next month.
For years, I chased the elusive goal of delivering a perfect customer experience. Today, with AI embedded in our support operations, that standard is finally within reach—and it’s reshaping how we prioritize, design, and scale service.
In “The 2026 Customer Service Transformation Report,” teams report early, tangible wins from AI: faster responses, higher efficiency, and consistent coverage across languages and time zones. Those gains create the capacity we’ve always needed. The more we push the technology, the more quality improvements we unlock.
This marks a fundamental shift. As AI takes on more, our focus can finally move from firefighting to crafting the customer experience. When the AI is working, the measure of success becomes how well it’s working—across accuracy, tone, resolution, and end-to-end journey quality.
I’ve seen this transformation firsthand. Mature AI deployment gives my team “breathing room,” so we can design for consistently excellent outcomes rather than obsess over deflection. That means widening access to support, removing friction on the path to resolution, and anticipating customer needs before they escalate.
In our own support organization, we opened support to trial customers, accelerated first response times, and added consultative sessions during onboarding. We absorbed a 300% increase in total demand without adding headcount—made possible by deep integration of an AI Agent and a disciplined AI strategy.
Teams with mature customer service deployments are nearly three times likelier to say they always meet increasing expectations—27% vs 9% at initial rollout—highlighted by bold orange and gray comparison bubbles.
Across the industry, the pattern is similar. When teams initially deploy AI, only 9% say they can always meet customer expectations. That number triples as teams reach a mature level of deployment. Even as expectations rise, the organizations that deeply integrate AI—complete with clear ownership, robust instrumentation, and continuous improvement loops—are the ones most likely to meet (and exceed) the bar.
Looking ahead to 2026, I expect omnichannel consistency to become a key differentiator. The data shows planned investment is distributed nearly equally across chat, email, and social messaging (36% each), closely followed by phone/voice (31%). The question is no longer “Which channel should we optimize?” but “How do we deliver a consistent, AI-powered experience everywhere our customers are?”
Teams that solve for omnichannel consistency will bridge the long-standing gap between what customers expect and what support can deliver. Every touchpoint becomes an opportunity to exceed expectations and build durable trust.
Consider Clay, a team that scaled support without sacrificing quality. Support is one of their main growth drivers, and as their customer base expanded, ticket volume surged. Early on, they concentrated much of their effort in Slack, cultivating close, transparent community relationships. But relying on a single channel created friction as they grew; customers wanted the flexibility of email and in-app chat, and Clay needed to deliver the same high standard everywhere.
Where AI investment is headed for customer service in 2026: chat, social, and email lead at 36%, with phone/voice close behind at 31%. A bold visual snapshot of shifting channel priorities in CX.
By unifying their support experience with an AI Agent, Clay brought consistency across channels. Today, AI is involved in 90% of all queries and handles half of Clay’s total volume, upwards of 7,000 queries a month. First response rates improved significantly, freeing the team to focus on proactive, high-impact work.
That work includes identifying content gaps for education and content marketing, reaching customers before they need to ask for help, and surfacing feature requests and recurring challenges to product teams. Clay proves that when support is truly great, it becomes a competitive edge.
So how do you build a superior customer experience with an AI Agent? Here are five principles I use when scaling toward mature deployment.
1) Treat customer experience like a product. Treating support as a product means designing, building, and managing the support experience with the same rigor as your core product. You define goals (faster onboarding, higher CSAT or CX Score, lower churn). You map flows (AI starts the conversation, human handovers, proactive nudges). You instrument the journey (track handoffs, drop-offs, success states). You run tests and ship improvements (tone tweaks, fallback paths, training updates). You own the outcomes (gather feedback, measure performance, use insights to continuously improve the system).
Leaders are racing ahead with real AI in support. Explore the 2026 Customer Service Transformation Report to see where deployment is stalling, benchmark your team, and get practical steps to scale automation that delights.
2) Lead with AI, back with humans. AI isn’t replacing the human touch. It’s redefining when, where, and how it’s most valuable. In a scaled model, AI is the first responder and the end point for most conversations. Humans step in where they add the most value—particularly during high-stakes issues—and those handoffs should feel seamless. Meanwhile, your team focuses on improving AI performance and optimizing the end-to-end journey.
3) Be proactive. Use AI to anticipate needs, guide customers before problems arise, and nudge them toward successful outcomes. This is where customer support AI strategy shines—moving from reactive triage to journey orchestration that protects momentum and builds trust.
4) Build for trust. Many customers still carry the legacy of clunky chatbots that delivered vague answers and dead ends. You earn trust by showing that your system works. Don’t hide your AI Agent behind layers of “choose an option.” Get customers to the AI quickly, demonstrate real problem-solving, and ensure that when a human is needed, they join with full context to resolve complex issues efficiently.
5) Make it feel personal. Your AI Agent represents your brand. The way it speaks, follows policies, and responds matters. Use tone control, fallback logic, and language preferences to align the experience to your standards. Consistency builds trust; personality builds connection and loyalty.
Perfect really is possible. With deep AI implementation, you can scale comprehensive, fast, and personal support across channels—so customers feel supported not just when they reach out, but throughout their journey. That’s the promise of modern AI workflows in support, and it’s what will separate leaders from laggards in the years ahead.
What happens when you treat an AI agent not as a chatbot, but as a full teammate on your sales team – one that can jump on video calls, demo your product, make phone calls, and follow up over days?
I recently dug into this question with the team behind ShowMe, an AI-native startup building digital sales reps for inbound teams. Founded in April 2025, ShowMe has engineered a multi‑agent system that combines conversation agents for live voice and video interactions, evaluator agents that score every call for quality and sentiment, and creator agents that ingest customer documentation to build tailored playbooks. A workflow layer orchestrates the entire lead‑to‑close journey across days, not minutes—exactly the kind of agentic AI approach I expect to see become standard in revenue workflows.
What stood out to me first was the origin story: a glaring conversion gap on a previous website, and the realization that a purpose‑built AI could fill it. The initial MVP was refreshingly pragmatic—start with a voice agent, pair it with product videos, and back it with a simple RAG knowledge base. That retrieval‑first pipeline let the team ship quickly, validate real user behavior, and then scale sophistication where it mattered.
Then came a pivotal affordance shift: adding a realistic avatar via HeyGen. It wasn’t just eye candy; it changed how prospects engaged. The video-call UX established trust and made the AI’s capabilities legible at a glance. Prospects behaved as if they were with a human rep—interrupting, probing, and asking for demos—because the surface area invited that behavior.
On the architecture side, the team decomposed a single sales conversation into multiple specialized sub‑agents—greeting, qualifying, pitching—to manage latency, memory constraints, and model limitations. Deterministic workflows handle the happy paths reliably, while a smart orchestrator is emerging to break out of rigid paths when context demands it. Confidence scoring and frustration detection kick in for real‑time human handoff decisions, a must for revenue‑critical moments where a missed nuance can cost pipeline.
Training the system to sell like your team is where it gets powerful. ShowMe ingests sales transcripts and training materials to teach company‑specific sales skills, then uses creator agents to assemble tailored playbooks. Conversation agents stay focused on live interactions, while evaluator agents continuously score calls for quality and sentiment. The result: repeatable, compliant, and brand‑consistent selling—without flattening personalization.
Quality isn’t an afterthought—it’s operationalized. Early deployments run with customer-driven evaluation loops where 100% of conversations are reviewed, tapering to about 5% over time as confidence increases. Feedback becomes automated tests to prevent prompt regression, and production quality is proven with POCs, A/B rollouts, dashboards, and CRM logging. This is eval-driven development applied to go‑to‑market: measurable, auditable, and continuously improving.
I also appreciate how they treat the agent as a coworker, not a widget. Onboarding happens via Slack, weekly reporting aligns with sales leadership rhythms, and tight CRM integration keeps data flowing both ways. That mindset unlocks adoption because it fits how sales teams actually operate—and it creates real Agent Analytics you can manage.
From a product perspective, several pragmatic details matter. Real‑time voice and avatar demos rely on latency tricks and a library of video clips to keep interactions snappy. The conversation agent evolved from a basic Q&A bot into guided sales discovery, balancing personalization with the ever-present risks of hallucination. Guardrails, human‑in‑the‑loop, and clearly defined handoff rules are non‑negotiables in high‑stakes sales workflows.
Looking ahead, the roadmap makes sense: move toward self‑serve PLG setup, add smarter orchestration that adapts beyond deterministic flows, and expand into adjacent roles like customer success. For product leaders building in gen ai, the pattern here is instructive: start with inbound value, design AI workflows that align to proven sales motions, and use rigorous evals to earn the right to automate more.
If you want to go deeper into the build, the live demos, and the full multi‑agent orchestration, listen to this episode on: Spotify | Apple Podcasts. For more on the stack, explore ShowMe and the avatar platform HeyGen.
AI agents are quickly moving from novelty to necessity, and the fastest way to capture value is to approach them like any other high-stakes product initiative. In this guide, I share how I plan, build, and launch production-grade agents with a product mindset—balancing ambition with risk, speed with governance, and innovation with measurable outcomes.
I start by getting crisp on the outcome. Who is the primary user, what job are they hiring the agent to do, and how will we know it’s working? I translate this into outcomes vs output OKRs, such as resolution rate, time-to-value, cost-to-serve, or qualified pipeline influenced—anchoring the roadmap before a single line of code or prompt is written.
Next, I map the agent’s scope and boundaries. I write a simple capability canvas: the tasks the agent must perform, the tools it can use, the data it can access, and the constraints it must respect. Most successful builds follow a retrieval-first pipeline: connect trusted knowledge sources, enrich with metadata, and manage a lean context window to keep responses relevant and cost-efficient. From the start, I bake in privacy-by-design, data governance, and AI risk management so compliance isn’t an afterthought.
Model selection comes after the workflow is clear. I choose an LLM for the job (latency, cost, multilingual needs, and tool-use fidelity) and pair it with the right connectors and actions—think CRM integration, ticketing, search, or internal APIs. For voice experiences, I define a voice AI agent persona, turn-taking rules, and barge-in behavior. This is where agentic AI patterns shine: structured planning, tool invocation, and verification loops create a resilient, goal-directed system.
Prompt design is product design. I write system prompts that define role, tone, constraints, data sources, and success criteria. I add few-shot examples that mirror my top use cases and edge cases, then apply prompt engineering best practices to control style, limit speculation, and encourage citations. For voice, I include prompt engineering for voice to optimize brevity, warmth, and disfluency handling without sacrificing accuracy.
Before launch, I build an eval-driven development workflow. I curate golden datasets from real user intents, add adversarial cases, and automate evals for accuracy, safety, grounding, and tool-use success. I set a minimum detectable effect (MDE) so A/B testing can validate improvements with confidence, and I define go/no-go thresholds to prevent regression. This becomes my continuous discovery loop for the agent.
Instrumentation is non-negotiable. I wire up Agent Analytics to track task success, containment/deflection rate, handoff quality, cost per task, and user satisfaction. I supplement with a unified analytics platform and session replays to observe failure patterns. These signals feed prioritization and help me decide when to expand scope versus harden reliability.
For delivery, I rely on CI/CD with feature flags to gate risky capabilities, plus canary releases for new tools and prompts. I monitor DORA metrics to maintain deployment frequency without trading off quality. When incidents happen, I treat them like production issues: incident management playbooks, rollbacks, and clear postmortems.
Trust is earned through safety and transparency. I enforce least-privilege access, structured logging, and red-teaming for jailbreaks, prompt injection, and data exfiltration. Threat detection and response plus clear user disclosures keep the experience responsible and compliant with regulatory requirements.
GTM is product-led. I use in-app guides, product tours, and onboarding checklists to drive user activation and early wins. I define success moments, turn them into habit loops, and run retention analysis to find where users stall. This tight loop of messaging, measurement, and iteration accelerates product-market fit.
Common high-ROI use cases I prioritize include customer support ai strategy (automated resolution and augmented agent assist), sales and success workflows (lead qualification, QBR prep), and internal knowledge copilots (policy, process, engineering runbooks). Each starts narrow, ships fast, and scales with proven evidence from analytics and experiments.
If you’re skimming, here’s the blueprint: clarify outcomes, design AI workflows with a retrieval-first pipeline, select the right LLM and tools, engineer robust prompts, institutionalize evals and A/B testing, instrument Agent Analytics, ship with CI/CD and feature flags, and iterate with discipline. In the walkthrough video above, I go deeper on templates, prompts, and experiments you can use to build your first agent with confidence.
Support teams in Spain just got the clearest signal yet that the old way of doing things won’t cut it anymore. As I look at the details, I see more than a regulatory hurdle—I see a blueprint for the modernization many of us have been pushing toward for years.
The signal arrives in the form of one of the most ambitious customer service regulations in Europe—a law designed to strengthen consumer protections and set clear expectations for fair, transparent, and personalized customer service. Among its measures: new protections against spam calls, stronger transparency requirements, safeguards around personalized interactions, and measurable standards for speed, accessibility, and complaint handling within customer support.
It’s a significant shift, especially for large enterprises and essential-service providers. While the initial reaction might be anxiety about audits and penalties, the larger opportunity is hard to ignore: this law compels us to build modern, resilient support operations that scale, perform, and earn trust.
Spain is often an early mover in consumer-protection regulation, and this shift could signal what future standards across the EU might look like. For EMEA leaders, this is a moment to reevaluate operating models, invest in automation thoughtfully, and ensure customer experience improvements directly support regulatory compliance.
Below, I break down what the law requires, what it means in practice, and how AI Agents like Fin can help teams meet regulatory expectations while delivering faster, more personal support at scale.
The law applies in full to providers of regulated services, including water, energy, passenger transport, postal services, pay-audiovisual media, and electronic communications, and also to any company (or group) that meets certain size and turnover thresholds, even if their core business falls outside those sectors.
Large companies (those with more than 250 employees and over €50 million in turnover) also hold additional obligations, particularly around multilingual support in Spain’s co-official language regions.
While the law is still moving through its final approval stages, the direction is clear: a broad set of obligations will apply to reinforce consumer rights, ensuring they can: Reach support quickly. Speak to a human when needed. Get clear information during outages or service disruptions. Have complaints handled promptly and on time.
1. 95% of support calls must be answered within three minutes
This raises the bar significantly for responsiveness, especially during spikes, outages, billing cycles, or seasonal surges. Most support systems are not built for this level of agility. In my experience, you can’t hire your way to this metric sustainably—you have to design for it.
2. Customers must be able to speak to a human on request
Automation is allowed, but it cannot be the only option. At any point during a call, a customer must be able to transfer to a human if they ask for one. Companies cannot trap customers in automated loops. The practical implication: every workflow needs a reliable, audited escape hatch to a person.
3. Support lines must be free of charge
Premium-rate numbers are prohibited. Customer service cannot generate revenue for the business, nor may it be used to upsell products. This cleanly separates service from sales and reduces consumer friction.
4. Essential services must offer 24/7 support for continuity issues
Electricity, water, gas, telecoms, and transport providers must always be reachable at all hours when customers need to report service interruptions. That means coverage, triage, and routing must be always-on.
5. Complaints must be resolved within 15 days – or within five days for undue charges
This halves the previous general complaint window of 30 days and adds a much faster path for billing-error complaints. Companies must maintain records, assign tracking numbers, and ensure timely follow-up. Your case management discipline will make or break this requirement.
6. No spam calls or unwanted commercial pressure
Companies must identify business calls with a designated prefix, and customer -service calls with a different one. Telecom operators will be required to block calls that do not use these codes. Additionally, contracts obtained via unsolicited calls will be legally null and void, protecting consumers from being pressured into commitments they never intended to make.
7. Companies must maintain a unified complaint-tracking system
All complaints, claims, and incidents must be recorded in a centralized system to ensure traceability. If your data is fragmented across tools, this is a call to centralize and standardize intake.
8. Companies must pass annual external audits
These audits assess whether customer service processes are meeting the required standards. In practice, that means consistent processes, measurable outcomes, and reliable evidence.
9. Better linguistic and accessibility rights
Large companies operating in regions with co-official languages must be able to provide support in those languages. They must also ensure their customer service is accessible for vulnerable consumers, such as those with disabilities or older adults. Multilingual and accessible by design is the new default.
10. Fairer contract renewals
Companies must provide customers with 15 days’ notice prior to automatic renewal of online subscriptions and make cancellation simple. This is both a compliance and customer trust win.
Most support systems weren’t built for this level of speed or operational rigor. But the steps required to comply are the same ones that make service better for customers—and better for the teams delivering it. That’s why I view AI as an essential capability, not a bolt-on.
With the regulatory expectations clear, the question becomes: what does a modern, compliant support operation look like? For me, it blends human empathy with intelligent automation, proving auditability without sacrificing experience.
This is where AI plays a meaningful role. Not as a replacement for humans, but as a reliable front line that can handle a wide range of queries, including the most complex ones that require real depth, while keeping queues under control.
Adopting an AI Agent like Fin helps teams build a support model that meets regulatory expectations and improves customer experience across all your channels. Here’s how.
Many organizations will struggle to meet the three-minute standard during normal times, let alone during spikes or busy seasons, without unsustainably scaling their teams. Fin can help by reducing the number of calls that reach your phone lines and Fin Voice will ensure the ones that do are handled quickly.
Reducing avoidable call volume before it reaches the queue
Many of the queries teams receive are predictable: outage updates, billing questions, account changes, and other repeatable issues. Fin can resolve these instantly across several channels, including live chat, SMS, email, and WhatsApp, using the content and processes your team already maintains. I’ve seen this alone cut peak-time pressure dramatically.
Answering the phone immediately
For customers who do call, Fin Voice can pick up straight away. It provides natural, conversational responses based on your existing knowledge and helps your team stay responsive during busy periods.
Making it easy to reach a human easier during spikes
When queues build up, Fin can capture the reason for the call, gather details, and prioritize the most urgent issues. If you offer callback options, Fin can help schedule them quickly so customers avoid long wait times, which is key for staying compliant during peak periods.
The law requires customers to reach a real person whenever they request one. Fin supports this by keeping the path to a human clear and dependable: every interaction includes an option to speak to a person, and that option is accessible until the issue is resolved; when chosen, Fin hands over full context so human teams don’t start from scratch; if you show team availability or wait times, Fin can surface that information for customers; escalations can be prioritized to ensure faster pickup; alerts can notify on-call staff when urgent issues arise. On the phone, Fin Voice follows the same principle. Callers can request a transfer at any moment, and Fin routes the call to the right team with context intact.
Essential-service providers must be reachable at any hour when customers need to report service interruptions. Fin can help you meet this requirement without building a full overnight staffing model.
Always-on answers and triage
Fin provides first-line support at any hour of the day or night. Fin Voice brings this capability to the phone, giving callers immediate help even when your human team is offline. Fin can also direct customers to the latest updates you’ve published, such as outage information or status pages.
Routing urgent issues to the right people
When an issue requires human judgment, Fin gathers the necessary details and routes it to the appropriate on-call team using your existing after-hours processes. Teams can set up notifications so urgent issues are seen quickly.
Proactively surface what matters most
With AI Insights, Fin can also monitor for emerging patterns in customer conversations through Trending Topics. This means that if there’s a sudden spike in reports about a specific outage or a recurring question about a new process, Fin can flag these trends in real time. Your team is alerted to what’s top-of-mind for customers, so you can prioritize updates, publish targeted FAQs, or escalate critical issues, ensuring your support stays relevant and responsive, even overnight.
Complaints and outages often create the biggest spikes in volume, and the new law increases pressure to respond quickly, keep customers informed, and maintain complete records. This is exactly where structured AI intake adds value.
A more structured complaint intake
Fin can recognize when a customer is lodging a complaint, gather required information, and initiate a record in your existing system with a clear ID assigned from the outset.
Clear ownership and deadline alignment
Your team can then use your case-management tools to apply the 15-day resolution timeline (or five says for undue charges). Fin’s structured intake helps ensure that ownership and next steps are visible, rather than buried in unstructured notes.
Faster, more consistent outage communications
During service interruptions, Fin can share the latest published information, provide estimated fix times when available, and direct customers to live updates. On the phone, Fin Voice can triage incident-related calls quickly so callers aren’t waiting for a human agent just to receive basic information.
While multilingual support is only mandatory for large companies operating in co-official language regions, it remains essential for meeting consumer expectations. Fin helps by supporting multilingual, natural language interactions across voice and other channels; operating within channels that support accessibility features, like channels compatible with screen readers or commonly used messaging apps; and offering “request a call” paths and collecting the necessary information up front so teams can follow up quickly for customers who prefer phone support.
The law prohibits customer service interactions from generating additional revenue or being used to offer new products. With Guidance, you can set Fin up to stay firmly within these boundaries by shaping how it responds, which topics it should avoid, and what it should prioritize when a customer is seeking help or lodging a complaint.
The law raises expectations around documentation and audit readiness. Fin helps by making customer interactions more structured and consistent: when a conversation involves a complaint, Fin can ensure the required information is captured and a clear ID assigned; that ID can follow the interaction so it remains easy to trace; consistent intake gives you better visibility into key metrics regulators care about, like response times, time to first human contact, escalation volume, and whether complaints are resolved within required timelines; transcripts, summaries, and metadata can be retained until cases are resolved, supporting audit requirements; many organizations maintain internal compliance playbooks outlining processes and owners. Fin’s structured intake helps keep these practices reliable; leverage Insights to identify trending topics, optimize processes and measure service quality.
Spain’s new customer service law raises the bar on speed, access, and accountability. It’s natural to worry about how your team will cope, especially if your support operation has grown organically across tools and regions. I’ve seen how quickly burnout and chaos can set in when expectations rise faster than capacity.
The reality is that meeting these expectations through people alone would put unsustainable pressure on already stretched support teams. The risk of burnout and operational chaos is real, which is why an AI Agent like Fin can bring welcome relief.
By handling everything from high-volume, repetitive questions to many of the deeper, more involved issues customers raise, Fin keeps queues manageable and prevents the strain from falling entirely on your human team, helping everyone stay above water as expectations rise.
For companies operating across the EU, adapting early to Spain’s stricter expectations can build resilience for whatever comes next—whether that ends up being driven by regulation or customer demand. Now is the time to align compliance, AI strategy, and customer experience into a single, measurable operating model.
