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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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{appName} in 60 seconds

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.

Prototype role-limiting follow-up

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.

Prototype integrations answer

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

Prototype invite-team answer

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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inbox… 3. Use Search or Filters to find a specific 

… After starting a message, you add additional recipients 
Solutions Overview: 
From a 

… Click on Add 
Select an audience 
Check Select Customers 
Click on Save 
From a 

How do I add multiple recipients to my messages?

Any message you started writing but didn't send is automatically saved as a 

… Admins) 
With Endear, any message you started writing but didn't send is automatically saved as a 

 you can avoid pending messages from being sent… Users, Managers, & Admins) 
Your mass emails are processed through drafts, so if you delete the 

… are pending will be stopped, and we cannot unsend messages that have already gone out through the 

Is there a way to stop sending a mass message?

Use voice or text notes with AI to automatically 

 structured customer profile updates you review and approve… members capture customer interactions as notes — by voice or text — and uses AI to read those notes and 

How to use AI Notetaker to capture notes and enrich customer profiles

Learn how Endear's AI capabilities can help you 

 messages and summarize long conversation threads

Learn how Endear surfaces timely outreach opportunities and 

 messages so your team can engage the right customers at the right moment… Each Opportunity includes context about the customer and a personalized message 

… Choose an option and you'll be brought back to your compose window to continue editing your 

Learn what customer data the AI feature accesses, how it generates personalized 

available privacy controls… AI generates a 

, humans approve: Every AI-generated message is a 

 that requires staff review… Engine only accesses data your brand has already collected and stored in Endear 
All AI-generated 

Understanding data usage in AI Opportunity Engine

Select the success message or navigate to the 

 tab to review your prompt… Once you hit save, you can click the success message or navigate to the 

 tab to review your prompt… Ready for use with customers 
In review: Under review and pending Meta/WhatsApp approval 


How to create and manage WhatsApp message prompts

Advice and answers from the Endear Team

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