Raison

Change the name learners see, switch between course help and admin help, and understand why Settings has no description field.

Assistant name, type and description

Edit the greeting learners see when a new chat opens and the suggestion chips under it, from the General tab of Settings.

Intro message and conversation starters

How learners see the suggested question chips when a chat opens, where you edit them, and why there are no follow-ups after each answer.

Question suggestions and follow-ups

Attach or remove the one-tap prompts learners see in the chat field, including the built-in Quiz, Summary, Study plan and Diagram shortcuts.

Attach default prompts

Turn on Web search and General knowledge for an assistant in Learner experience, and what to do if the toggles are missing.

General knowledge and web search

Romain Morvant

Name, intro, starters, prompts, general knowledge and web search.

Settings — General & Chat

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Volume, creators and topics for your company.

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Customer Portal.

Track the progress of all tickets related to your company.

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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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.