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See information about a contact you’re chatting with.

View contact details in chat

If a customer gives you their personal information, you can add them as a new contact or link them to an existing contact in your account.

Add a Chat user as a contact

Build up the information you store against your contacts by linking them to their chat sessions.

Link a chat session to an existing contact

Keep copies of your Chats to record your business's conversations with your customers.

Export a contact and their chat history

Check the email address you received in a Chat genuinely belongs to the customer.

Verify an email address received in chat

Learn all you need to know about verification and security for email addresses received in a chat session.

Chat verification security and compliance

Remove contacts from your account using chat.

Delete a contact with Chat

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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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