TeamAI

What each message on a page means and who can fix it.

Troubleshooting TeamAI Pages

Moiz

Save reports and live dashboards from chats, then share and manage them

TeamAI Pages

Save a report, live page or dashboard from a chat, then reopen, change and share it from one link.

What Are TeamAI Pages?

Ask an agent to save your work as a TeamAI page, then open it, change it and keep it up to date.

How to Save a Report or Dashboard as a Page

Use the Pages library to find a page, and version history to go back to an earlier version.

Find, Rename and Restore Your Pages

Choose who can open a page, who can edit it, and which version they see.

Share a Page With Your Team

Create a frozen, read-only copy of a page that anyone with the link can open without signing in.

Share a Page With a Public Link

Turn on the Pages switch so an agent can save reports and live dashboards in its chats.

Let a Custom Agent Save Pages

Using Pages

Why a page asks for your permission, whose data it shows, what it costs, and how to turn a source off.

Live Pages and the Allow Prompt

Use the status bar and the Sources panel to check a number, refresh live data and download a CSV.

See Where a Dashboard's Numbers Come From

How page actions work, what the Run this action? dialog shows, and what to do when a result is unclear.

Pages With Buttons That Change Data

Who pays when a page calls a tool, where those credits show up, and what daily limits apply.

How Credits Work on Live Pages

Live data, the Allow prompt, Sources, actions and credits

Live Pages and Dashboards

What each switch on Settings → Pages does, including what happens to pages and links that already exist.

Pages Settings for Workspace Admins

Use a tool's Pages access setting to block it, allow reads, or allow actions from pages.

Choose Which Tools Pages Can Use

What each Pages row in Roles & Permissions allows, and which roles start with it.

Pages Permissions in Roles

Use a page's Activity panel to see who published, shared or changed it, and which actions ran.

See What Happened on a Page

Workspace settings, tool access, roles and activity

Pages for Admins

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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.

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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.

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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