TeamAI

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

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Using Pages

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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.

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