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When to choose a chat or a post. And how to deliver it in the best way.

Setting up Chats and Posts for maximum impact

Everything you need to know about sending event-based messages

Transactional messaging with Intercom

Check out these example banners and find inspiration for your messaging plans.

Banner message best practices — Example uses

Learn when and where to welcome your users, and how to craft a message your customers will act on.

Welcome your new users

Send messages that celebrate what your customers do — from small jobs to big milestones.

Celebrate customer progress

Gather customer feedback easily by adding reactions to your messages.

Get feedback at scale using message reactions

What to say and who to target for your short, medium and long-term check-up messages.

Check up on your customers regularly

When, where and how to ask your customers for feedback about your features.

Get feedback on your features

Tell the right users about features when and where it matters, in an engaging way.

A guide to announcing your new features

Cross promote relevant features to users at the right time, in the right place. And offer a compelling incentive for signing up.

Convert trial users into paying customers

Message history lets you see changes that were made and the impact they had on your messages.

Keep track of message changes and performance

Popular blog posts we’ve written about how to do effective research.

Customer feedback resources

Understand how your banners are engaging your customers over time, and how effectively they drive action.

See how your banners are performing

Beth-Ann Sher

Brian Byrne

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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

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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.

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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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Create your account and invite the first people to your workspace.

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