How to Use Fini

Register an Account

To begin your journey, visit our website and click the 'Get free trial' button prominently displayed on the homepage. A registration form will appear, prompting you to enter essential details such as your name, email address, and a secure password. After filling in the required fields, you will receive a confirmation email. Make sure to verify your email by clicking the link provided, as this step activates your account and grants you access to our platform.

Set Up Your Profile

Now that your account is active, log in and navigate to your profile settings to set up your personalized experience. Here, you can input additional information about yourself, including preferences that will help us tailor our services to meet your needs effectively. By completing your profile, you are not just filling out forms; you are enabling a service experience that is uniquely yours.

Explore Key Features

With your profile set up, take some time to explore the various features our platform offers. Familiarize yourself with functionalities such as AI support for customer inquiries, real-time customer analytics, and the tools available for interaction management. This exploration will provide you with a comprehensive understanding of how these features operate and how they can be strategically utilized in enhancing your interactions with users. We encourage you to engage with different tools to get a feel for their capabilities, which can significantly benefit your customer experience.

Activate Your Free Trial

Utilize the extended features by activating your complimentary 90-day trial. To do this, navigate to your dashboard and click on the 'Activate Trial' button. This trial period is a no-obligation opportunity for you to dive deep into our premium offerings. During these 90 days, you will gain full access to all functionalities, allowing you to thoroughly evaluate how our services align with your goals.

Utilize AI Support

Your trial is now activated, and it’s time to introduce Sophie, your dedicated AI support agent. Sophie is designed to assist you with a myriad of inquiries regarding your account as well as our services. Simply type your question or concern in the chat interface, and Sophie will promptly respond with useful solutions or direct you to the right resources. The AI’s capability to understand user intent ensures you receive the most relevant support, significantly enhancing your experience.

Monitor Customer Interactions

A vital aspect of leveraging our platform lies in monitoring how customers interact with your support channels. Access the analytics section to scrutinize user interactions. The system utilizes tags like 'Premium user', 'Active Gold Cashback', and 'Eligible for Upsell' to help you identify key customer segments. By analyzing this data, you can recognize behavioral patterns and refine your approach to customer service. Understanding your users' behaviors and preferences is instrumental in crafting effective customer engagement strategies and offers. This tailored approach not only leads to improved satisfaction but also fosters long-lasting customer relationships.

In conclusion, following these steps thoroughly will guide you through the registration process and enable you to utilize key features effectively. Remember that support is always available should you encounter any difficulties during your journey.