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Create your workspace and invite the people you work with.

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

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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.

Prototype article-aware answer

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.

Prototype getting-started answer

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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Create your account and invite the first people to your workspace.

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Choose the details your customers can see in your Stories

How do I choose which details are displayed in my Stories?

See what details customers can view in your team's Stories.

Learn what Stories are and what it means to send beautiful, clickable content to your customers.

Apply filters to your reports to adjust the information displayed displayed

How do I filter and adjust my reports' results?

Customize the columns in your reports to display only the information that matters to you

How do I adjust what details I see in my report's table?

Add custom notes or comments to your Story items 

Learn how to choose a Google font for your Stories.

Customer interactions on messages and Stories can be tracked in Google Analytics and other similar platforms through our default UTM's.

How can I use UTM's to track customer engagement?

Associates can choose what task activity to get notified about

What task activity are users notified about?

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