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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.

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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 the options of Quick Actions you can take on the Home landing 

 gives you important information when and where you need it… you have tons of relevant customer information right at your fingertips with the Customer Details 

How can I view customer information while messaging?

 to add images, products, stories, links and more!… 

Add new customers to Endear from your Home 

 … Applies to: All (Users, Managers, & Admins) 
The Customers card on your Home 

How do I create a new customer from my Home 

 how to quickly compose a message when you login to Endear … How to start a new message from Home 

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

How do I start a new message from my Home 

Find the most relevant selections from your Products 

Pin important Audiences to your customers landing 

 in Endear … Applies to: All (Users, Managers, & Admins) 
Solution Overview: 
Navigate to the Customers 

 more about creating customer audiences and using the pin icon to add these Audiences to your homepage

How do I pin an Audiences to my Customers 

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

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

Which conversations will I see on my Home 

View your current subscription on your Billing 

… Applies to: Admin 
You can view your current subscription on your Billing 

View past invoices from your Billing Settings 

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