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This article covers the basics of the interface, how to manage your chat history, resume previous AI conversations and monitor your monthly AI credit limits.

AI Assist Basics: Interface, Chat History & Credit Usage

Skills are pre-saved, richly formatted text blocks that you can build and store to serve as prompt context for AI Assist. By using Skills, you can give the AI the…

Building & Using AI Skills Templates

Now let's dive into how AI Assist can actively help you build out your workspace rather than just generating text. One of the biggest time-savers is using the AI to…

Automated Project & Contact Creation via AI

Giving AI Assist the right context is the key to unlocking its full potential. Instead of manually typing out every detail from a client's inspiration board or event brief, you…

PDF Uploads, Image Analysis & Catalog Matching

Enzo Baliwag

Discover how to leverage AI Assist to speed up your workflow. Learn to automate project creation, extract client PDF selections, and work smarter.

🤖 AI Assist & Automation

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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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.

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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