Fin for Sales hands qualified visitors to Chili Piper's Concierge router, which drops a confirmed meeting straight into the chat. No forms, no back-and-forth, no one slips through.
.gif)
Chili Piper’s Concierge router sits inside Fin for Sales, an AI Agent that handles inbound sales end-to-end. When a visitor qualifies, Chili Piper fires a booking request, routing by CRM ownership, territory, or round-robin, checking rep availability, and dropping a confirmed meeting right into the chat. No forms, no email back-and-forth, and no one slips through.
Book meetings without leaving Fin. Chili Piper drops a confirmed slot into the conversation the moment a visitor qualifies.
Chili Piper automatically matches every qualifying chat to the right rep using CRM ownership, territory rules, and real-time availability.
Paste your Chili Piper Concierge config into Fin's scheduling section once. Every qualifying chat triggers the routing and booking flow automatically from that point on.
Chili Piper pulls rep availability in real time before offering slots. No double-bookings, no stale holds — the slot offered is always accurate.
A confirmed calendar invite appears inside the Fin conversation before the visitor leaves. No redirect and no follow-up email required.
How does Chili Piper know which rep to route to?
CP reads Salesforce Contact, Lead, Case, and Opportunity IDs from Fin and applies your existing routing rules — ownership, territory, or round-robin — before checking live availability.
Does the visitor need to leave Fin for Sales to book?
No. The entire booking flow happens inside the Fin Messenger
What Chili Piper products are required?
Chili Piper Concierge (Form Concierge) handles the routing and booking. Handoff can be added for inbound-to-AE hand-off workflows.
Does this work with Fin for Sales?
Yes. The integration is built specifically for Fin for Sales, an AI Sales Agent that handles inbound sales motions end to end. Admins paste the CP Concierge router config once, and it’s live.
