CloseBot

Send a Street View image of an address to the contact for verification purposes or use it for your own internal means.

Generate Street View/Send Property Image

(Legacy, Use Agent Node) Learn more about how to effectively use the Get Property Details action.

Get Property Details

Check Distance is available as both an action and as a tool. Both options give your agents the ability to do actions based on the distance/time between two addresses.

Check Distance

The Modify Tags action is likely the most useful action within CloseBot for Highlevel or Lead Connector users. Tags can help activate workflows in your CRM, sort and group people…

Modify Tags (GHL/LC)

(Legacy, Use Agent Node) The actions that are under the "Other" section of the Job Flow Actions tab are powerful tools to supercharge your agent's abilities.

Other Actions

Learn how to use the custom webhook action to gather or update external data at a certain point in a conversation

Custom Webhook

(Legacy, Use Agent Node) Learn about the conversational booking action and how to use it to conversationally book to your calendar

Booking

(Legacy, Use Agent Node) The Bot Detected Action will determine if the contact is an automated system.

Bot Detected

Aggression Detected

(Legacy, Use Agent Node) Learn how custom scenarios work to jump to a different point in a conversation with ease to do a different job flow

Custom Scenario

Delay (variable)

(Legacy, Use Agent Node) Learn how the delay time action works to make your agent wait a set time period at a certain point before continuing on to the next…

Delay (time)

(Legacy, Use Agent Node) Learn how the Statement action works within CloseBot and some ideas of how and when to use it

Statement

(Legacy, Use Agent Node) The conversation action tells the Agent that you would like it to hang out and chat when it gets to that point in the flow

Conversation

(Legacy, Use Agent Node) Objectives are a type of action that have your Agent gather information and update fields along the way

Objective

Bryce DeCora

Michael Swan

Legacy Actions that should no longer be used.  Instead use Agent Node

Legacy

Create a custom design with text, images, and links

Facebook

YouTube

Office Hours

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Find answers and get help from Intercom Support and Community Experts

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Volume, creators and topics for your company.

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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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