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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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… Applies to: All (Users, Managers, & Admins) 
Previewing 

Stay in touch with your customers by sending them engaging 

 the message to see merge fields populated and make sure you like 

 in the upper right corner of the page. 
The 

 will open in a new window… Select the Story you would like to 

 does AI decide what to write in the message? Can 

 disable the feature for specific teams?… Can 

AI Opportunity Engine: FAQ & Troubleshooting Guide

 to add images to enhance your SMS and email 

 not support image sending over SMS. 
 1… Click "

" to see what it will look like before sending. 
 ​

:… All (Users, Managers, & Admins) 
From your Conversations tab, you can search through all the 

… All (Users, Managers, & Admins) 
A customer may use the unsubscribe option at the end of your 

 you can setup greetings, status updates, and conversation prompts in SalesChat… Scroll down to the Labels section, and input the desired copy for the various default 

… If applicable, you can also add links to your 

Adding additional recipients to and removing them from 

… Adding Recipients when Composing a new 

 to message with WhatsApp while staying compliant with the 24-hour consent window… Watch this 3 minute video for an overview on 

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