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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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) 
The Customers card on your 

Learn the options of Quick Actions you can take on the 

… Adding a note is simple: just type it in and click 

, you can locate the My Inbox card on the left side of the screen

… 1. Click the Send a message button on the Quick Actions cards on the 

… quickly compose a new message by selecting the Send a Message button from the Quick Action cards on the 

Applies to: All (Users, Managers, & Admins) 
The Conversations card on your 

 will display… For more information: 
Which tasks will I see on my 

 a Message?… Applies to: All (Users, Managers, & Admins) 
In Endear you no longer need to manually 

Applies To: All (Users, Managers, & Admins) 
The Tasks sidebar on your 

The created report will be visible on your Insights 

 a Report… You can find all the reports available to you on your insights 

Learn how filters combine using AND and OR operators to create precise customer 

 for your campaigns… You can combine AND and OR to build sophisticated audience 

How to use AND and OR filters to build audiences

, click either E-mail or SMS button at the top of the 

How do I send a new message to a customer?

 time by using templates in your messages… Applies to: All (Users, Managers, & Admins) 
Adding a template to a message can 

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