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Your assistant is a chat-based helper that works across your agents, contacts, invoices, contracts, and files, and it never changes anything until you approve it.

Meet Your In-App Assistant

When your assistant needs to change something, it prepares a card instead of acting. This article explains what each card does, and what it deliberately does not do.

How the Assistant's Approval Cards Work

Khrystyna Maryniuk

Assistant

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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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