Raison

Romain Morvant

Members, organization-wide assistant defaults, branding, plan and billing, and compliance.

Administering your organization

Request a new organization for review and switch between Personal space and your organizations from the sidebar.

Create an organization and switch between spaces

Send email invitations so colleagues can join your organization as Admin or Trainer.

Invite members

What the Admin and Trainer organization roles can do, and how an admin changes a member's role from the Members list.

Organization roles: Admin and Trainer

Open a member's usage summary from the Members list to see how many assistants and documents they use against their limits.

Track usage per member

Remove someone from your organization or cancel a pending invitation from the Members list in organization settings.

Remove a member

Approve or reject requests to join your organization or work on one of its assistants, from Settings or from Collaboration.

Review access requests

Create an organization, invite, roles, usage, transfer and remove members.

Organization & members

Overview of the organization switches (Web search, General knowledge) that allow assistant features, and how they gate each assistant.

Capabilities enabled across the organization

Add, edit or remove the disclaimer learners see under the chat field, and learn which privacy-related screens you cannot edit here.

Show an AI disclaimer to learners

Replace the text on the first onboarding screen learners see when they open an assistant, and learn what stays unchanged.

Learner onboarding message

Give the AI a name it uses to introduce itself to learners in every assistant of your organization, and see how it differs from the assistant name.

Personified assistant name

Hide real learner names, emails and photos from teachers across your organization by showing animal pseudonyms instead.

Learner anonymization

Allow Web search and General knowledge for your organization, then enable them on each assistant under Learner experience.

General knowledge and web search defaults

Add changed default collections to assistants that already exist, and see which organization settings apply without this prompt.

Apply default collections to existing assistants

Capabilities, disclaimer, onboarding, anonymization, defaults, apply to existing.

Org-wide assistant settings

Change the organization logo and name that members see in the organization switcher, and how they differ from widget and assistant branding.

Organization logo and name

Upload a widget logo and pick a color theme so the Chatbot bubble and Panel on your site match your brand.

Customize the widget (logo, theme)

Understand the Chatbot and Panel display modes, how they differ on the page, and what they share.

Side panel and chatbot appearance

Logo, name, widget, side panel and chatbot appearance.

Branding

Read your organization's assistant and document usage on the Usage page, and set the per-member caps that apply when people join.

Understanding your usage limits

Send Raison a request for more assistants or resources when a locked button shows "Limits reached".

"Limits reached": request an increase

Ask Raison to upgrade your organization to Premium from the Usage page, and see what the Premium card lists.

Upgrade to Premium

Usage limits, request an increase, upgrade to Premium, how billing works.

Plan, usage & billing

What the weekly assistant report email contains, where to turn it on or off, and why it might not arrive.

The weekly digest

Turn the weekly assistant report off or on in Settings, unsubscribe from the email, and see which emails this does not stop.

Manage or unsubscribe from emails

Open the Notifications list in the sidebar to accept or decline organization invitations and open assistants that are ready or transferred to you.

Use Notifications

The weekly digest, and how to manage or unsubscribe from emails.

Notifications

What happens to a member's access, assistants and content when an Admin removes them from the organization, and what stays with their account.

What happens to a member's data when they leave

Download a CSV of your organization's activity logs from the last 90 days, and learn what the export does and does not include.

Export your organization's activity log

Data ownership, hosting, GDPR, DPA, retention, deletion and export.

Security & compliance

How an organization Admin asks support to wipe all assistants, resources and learner conversations while keeping the organization itself.

Wipe all organization data

How an organization Admin permanently deletes the organization, and what is removed and what stays for members.

Delete the organization

Wipe all organization data, or delete the organization.

Danger zone

Careers

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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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