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Learn about the account impersonation link that's used by the support team to view your account.

Account Impersonation

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Agent Share Links

Learn about the two types of users you can invite as a CloseBot agency

Invited User Types

Learn about rebilling available for CloseBot agency plans

Agency Account Rebilling

Learn what wallet credits are used for depending on the plan type you're on

Wallet Credits

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General account information like account settings, plans, etc.

Account

Learn how to access your affiliate portal, use your affiliate link(s) and see your attributed leads and customers

Affiliate Portal

learn about affiliate tools and resources

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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.

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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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