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Give agents the client's promo calendar and fiscal calendar once, and every scan, report, and chat starts speaking in the client's own time.

Client Calendars

Client settings is the shared brain for a client — instructions, memories, goals, and defaults that every agent, scan, and report draws on.

Client Setup

My preferences holds everything that follows your account — your defaults, your instructions, and your connections — without affecting anyone else.

Personal Settings

The bell in the top bar keeps you current; the full inbox behind it is the durable, filterable record of everything that needs your attention.

Your Notifications Inbox

Schae Lilley

Personal settings, client setup, calendars, the inbox

Settings & Notifications

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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.

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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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