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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.

Connect your stack

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

{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.

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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You can view the full order details of conversion through your sales over time report

How do I view the full order details of a purchase?

What is the difference between converted messages and clients

View a customer's profile and update details in Endear

What profile details can I edit about a customer?

You'll be able to see all orders a customer has made as well as related order info

Learn how to leverage route actions and build automations based on which Endear team sent a message.

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

Modify your Shopify order data based on Endear attributions.

Can I tag a Shopify Order based on its Message Attribution in Endear?

See what message prompted a sale from your Sales module under Insights

How do I see what message prompted a sale?

See, navigate, and manage every booking on a visual calendar with day, week, month, and list views for Endear Appointments.

Overview of the appointments calendar view

Review AI-generated outreach, personalize messages, and take action on customer opportunities in the AI Opportunity Engine.

How to review and send AI opportunity messages

Advice and answers from the Endear Team

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