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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.

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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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Create an AI Employee for a new customer using the Agent Creator

Configure essential attributes for your AI Employee

Get Started

User roles and permissions (members)

Permissions

Builder - Sessions

Builder - AKB

Builder - Attributes

Builder - Conversations

Builder overview

Builder - Personas

Builder - Projects

Builder - Sandbox

Builder - Profile

Export an agent

Import an agent

Create a new project

Builder

Vibe Mode

Customer Portal

Partner organization identifiers

Link customer agents to the Partner Portal

Manage agents and payment links

Sign up and access your partner portal

CRM overview

Manage the customer pipeline

Pipeline record details

Partner Portal

Channels

Newo Chat (Live)

Agent chat formatting

Newo Chat (Demo)

Where do I find the widget script to enable Newo Chat on a website?

Configure the chat greeting phrase

Newo Chat Integration (MyWebsite Now)

Chat

Configure email messaging to users

Email

Configure SMS messaging to users

Telephony and Routing

Configure call transfers

Call forwarding

Configure the bypass phone number

Inbound

Set up a Google Sheet for outbound call testing

Configure outbound voicemail and call screening detection

Run outbound caller tests from a Google Sheet

Instant callback

Configure the outbound caller

Outbound calling via CSV list

Outbound SMS via CSV list

Outbound

Change an AI Employee's phone number and country code

Connect a SIP provider

Configure the Telnyx connector

Configure the Twilio connector

Purchase a phone number via Telnyx

Purchase a phone number via Twilio

Set up telephony with a third-party SIP provider

Telephony setup overview

Test and validate telephony setup

View the AI Employee's assigned phone number

Infrastructure

Cal.com integration

Google Calendar integration

Calendly integration

Calendars

GoHighLevel integration

Housecall Pro integration

Zoho CRM integration

Pipedrive integration

Yelp integration

Kommo integration

GoHighLevel FAQ

GoHighLevel settings reference

GoHighLevel use cases and scenarios

GoHighLevel workflow automation

Bitrix24 integration

Shopify integration

Workiz integration

Odoo integration

TeamLeader integration

Altegio integration

ServiceM8 integration

Kolla integration

Dentrix integration

Dolphin integration

Eaglesoft integration

OpenDental integration

Denticon integration

OpenEMR integration

Opera integration