Website chat · Fin Messenger
From a live chat to a Salesforce Case
Five steps; the Case comes from a repeat run.
Demo capture
See what Fin does in your Salesforce before your customers do.
We plan, configure and test Fin on Agentforce Service (formerly Service Cloud), starting with a few low-risk requests. Your team reviews the test conversations and what each one left in Salesforce, then decides on go-live.
One demo chat and the Case it created
Demo run · 14 September 2026 · fictional customer
Observed: consent before a simulated freeze, and a Case holding the summary and full transcript.
Not tested: an agent reply, owner assignment or live handover.
Explore the chat walkthrough Its screens are from a 13 September run.
AWhat Alex saw in the chat
… I don’t recognise the $129 Metro Store charge on my card ending 4242. Can you freeze the card and help me review the charge?
For this demo, card ending 4242 is now frozen. The $129 Metro Store charge still needs specialist dispute review. …
I want to speak to a human agent.
Selected transcript messages
5:30 pmChat ended; Case created
BWhat appeared in Salesforce
Case 00001020
Created from Fin AI Agent
- Status
- New
- Opened
- 14 Sep 2026, 5:30 pm
Summary on the Case feed
The customer contacted us to report an unrecognised $129 charge from Metro Store on their card ending 4242 and to request assistance with disputing the transaction.
Also on the Case: the full transcript and Alex’s web email; no Contact matched.
Transcribed from a capture taken 21 September. View the original capture
Walk through both routes
One fictional card request, with staged or simulated steps marked.
Support email · Salesforce Cases
From a customer email to Fin’s reply
Four steps, with Fin’s reply on the Case.
Demo capture
How we prepare your Fin trial
First, we agree the work, responsibilities and quote in writing.
Plan the trial
Agree what it should prove, which requests Fin should try first and who decides.
Connect and configure
We check your Salesforce setup with your admin, then build in your sandbox first, if you have one.
Test
We test typical requests against conditions you set and record what reached Salesforce.
Decide on go-live
Your trial owner reviews the results and makes the call.
Trial working sheet
Illustrative example · not a customer result
- Fin tries first
- Replacement card delivery times
- Always goes to a person
- Charge disputes
- Picks up when Fin can’t help
- Card support queue
| Test | Passes when | Result |
|---|---|---|
| Customer asks when their card arrives | Fin answers from the approved article | Not run |
| Customer disputes a charge | A Case with the summary reaches card support | Not run |
Which requests should Fin try first?
Start with common, low-risk requests.
- CommonHandled every week.
- Written downAnswers already in your help content.
- No account changesAnswered without touching the account.
- BoundedA queue, product or topic you can name.
- Visible in SalesforceThe outcome lands on the Case.
The demo goes further: its simulated freeze is an account change.
Who we are
Flownetic is a small Sydney consultancy. The people who scope the work stay accountable through delivery, and any additional specialist is named.
We are an Intercom partner, not the product vendor or reseller. We document what we checked, what remains dependent on your setup, and what should be confirmed with Fin or Salesforce.
Start a conversation
What to have ready for the call: what the trial should prove, which requests Fin should try first, where customers should reach it, and your rough monthly support volume.
Request a 30-minute call Opens a Google Calendar booking page
Planning a trial? Prepare a shared trial brief with your team: sign in, and answers save as you go.