Atom

Optimize your team's work using artificial intelligence tools and Atom's internal notes. Learn to generate automatic summaries, transcribe audio, and leave private guides for your advisors. 🚀

Use of Notes and AI Summary in Atom: Guide for Supervisors and Administrators

Optimize your messages with Templates and Quick Replies. Learn how to configure and personalize them with AI. 🚀

Messaging Management for Supervisors and Administrators: sending templates and quick responses

Learn how to intervene in chats as an administrator or supervisor to support your team without changing the owner of the conversation. 🚀

How to Intervene in Conversations if I am an Administrator or Supervisor?

Administrators and supervisors

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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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