Access Automate

Learn how the Access Digital Assistant helps you get support in SmartAI, including how to ask questions, escalate to the team, and view support tickets.

Support made simple in SmartAI

Learn how to use StatusHub to check SmartAI's service status, view planned maintenance, subscribe to alerts, and what to do if SmartAI isn't loading.

Check whether SmartAI is down

Understand Customer Success Plan levels, named contacts, and how to change or upgrade your plan for SmartAI.

Customer Success Plans explained

The MyAccess Portal is a unified, intuitive digital experience where you can manage your Access account.

MyAccess Portal overview

Alex McGowan

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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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