A way to pin an article to the suggested area of fin | Community
Skip to main content
Submitted

A way to pin an article to the suggested area of fin

Related products:Fin & AI
  • March 24, 2025
  • 3 replies
  • 28 views

Forum|alt.badge.img+1

For a certain set of users I would like them to see a few article when they open fin up at the top of the suggested articles section.  

March 24, 2025

@Nathan Sudds My company works in the Insurance SaaS space and a few states use our technology for people to file taxes to them.  We want to be able to pin how to contact those states at the top as we don’t support all aspects like we do with paid customers.  This way the people can get the help they need from the state that can provide it. 

I know Fin can provide the info to the users if they ask but a actual article would be the best if people don’t know what they are looking for and can self serve.

@Josh Dowdy in this case you probably want to use the Audience Rule feature of the Article Search feature of the chat widget to surface the articles for people matching this criteria. 

Here's more info on the Article Search Widget/ Audience Rule for Suggested Articles 

Maybe they will see this before they get to chatting with Fin

 

Also you can use the latest Guidance feature, I believe it just came out of beta to encourage Fin to share those articles with them if they are in a specific region maybe. 

 

 

3 replies

Nathan Sudds
Top Expert ✨
Forum|alt.badge.img+8
  • Top Expert
  • March 24, 2025

For a certain set of users I would like them to see a few article when they open fin up at the top of the suggested articles section.  

@Josh Dowdy I’m curious if you want to share these on the chat above Fin when they are communicating with Fin already or just on the main landing page when they open up the chat?  And what types of articles would you be including there and what would you base it on? 

 

Very curious the thinking behind this -- would it be to reduce Fin involvement to keep costs down allowing the user to self-service or what’s the main reason for wanting to include these?

 

I’m sure answers to these questions will help others know if they would want this too and the team to understand the needs more as well if they do decide to build out the functionality.  Thanks!


Forum|alt.badge.img+1
  • Author
  • Connector
  • March 24, 2025

@Nathan Sudds My company works in the Insurance SaaS space and a few states use our technology for people to file taxes to them.  We want to be able to pin how to contact those states at the top as we don’t support all aspects like we do with paid customers.  This way the people can get the help they need from the state that can provide it. 

I know Fin can provide the info to the users if they ask but a actual article would be the best if people don’t know what they are looking for and can self serve.


Nathan Sudds
Top Expert ✨
Forum|alt.badge.img+8
  • Top Expert
  • March 24, 2025

@Nathan Sudds My company works in the Insurance SaaS space and a few states use our technology for people to file taxes to them.  We want to be able to pin how to contact those states at the top as we don’t support all aspects like we do with paid customers.  This way the people can get the help they need from the state that can provide it. 

I know Fin can provide the info to the users if they ask but a actual article would be the best if people don’t know what they are looking for and can self serve.

@Josh Dowdy in this case you probably want to use the Audience Rule feature of the Article Search feature of the chat widget to surface the articles for people matching this criteria. 

Here's more info on the Article Search Widget/ Audience Rule for Suggested Articles 

Maybe they will see this before they get to chatting with Fin

 

Also you can use the latest Guidance feature, I believe it just came out of beta to encourage Fin to share those articles with them if they are in a specific region maybe.