Access Automate

This module explains how to search and filter chat profiles.

Search and Filter Chat Profiles

Edit the default settings of an existing chat profile.

This module explains how to update chat profile settings.

Edit Chat Profile Settings

Clone an existing chat profile to create a new template with the same structure.

This module explains how to clone a chat profile.

Clone Chat Profile

Enable and deploy a chat profile so it can be used by candidates.

This module explains how to enable and deploy a chat profile.

Enable and Deploy a Chat Profile

Learn how to update chat profiles, edit chat flow logic, preview the candidate journey, and deploy changes safely.

Edit Chat Profiles

Connect your mail account to Smart AI so the system can send emails on your behalf.

This module explains how to connect a Microsoft mail account in Smart AI

Connect An Email Account

Alexandru Zaharia

Jason Tu

Chat Profile

📃 Privacy Policy

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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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