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General walkthrough of parts of the platform at an overview level (sources, AI providers, personas and job flows)

Overall Walkthrough

Sources are added to start automating conversations in supported CRMs like HighLevel and HubSpot.  This is how to add a source.

1 - Sources

Learn how personas shape the tone and style of an AI Agent and learn about persona settings, how to create a persona and attach to a job

2 - Personas

Workflows are the jobs that Agents do.  Learn how to create a workflow, connect to a souce and a persona to start automating lead chats

3 - Job Flows

Learn how to quickly register for a free account and connect an agent to your first source in 48 seconds

48 Second Setup

Bryce DeCora

Learn everything you need to know to get rolling

Quick Start

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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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