BaselineZero

Find any client on the Clients list and read where each onboarding stands.

Your clients

The client page, its seven tabs and how to see the portal as your client does.

A client’s onboarding at a glance

Read the plan, tick tasks, change dates, edit tasks and revise the plan.

The plan: phases and tasks

Keep the templates your plans start from, and change them without touching live plans.

Onboarding templates

Track everyone at the client, from welcome to onboarded, and who needs a call.

People and their status

How clients book sessions, how times are set and what to do when none are open.

Sessions and booking

Draft, approve and send the weekly letter your client reads on their portal.

Weekly letters

Track every login from the old provider until it is received, verified and rotated.

Credentials and the lockout

Plans, tasks, people, sessions and letters.

Clients and onboardings

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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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.