XBert

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

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restrictions available within XBert… Xero 

 access will allow a user to only view what they… Xero 

 access will allow you to see the clients that

start working in your Client Console… There are two types of 

access all tabs, including Reporting… Client User 

Getting Started: Client Console (For Clients)

 restrictions that don't allow us to Auto-Resolve the XBert

 decide which clients each team member can see and work on in XBert

request access to, you will need to reconnect your Xero files to utilise our new features… As we continue to update and expand our app we are increasing the list of Xero 

Archived (Read-Only) Conversation in Capture Chat 
 Hover over it and you'll see You do not have 

How To: Archive or Unarchive a Client Chat Conversation

can't open your photos 
If you said no when your phone asked about photo access, you'll see 

How To: Update Your Profile and Photo in XBert Capture

notifications for XBert Capture are turned off in your phone's own settings, you'll see a Grant 

How To: Manage Push, Email, and Quiet-Hours Notifications in XBert Capture

 working as intended, and rephrasing the question will not change it… The first time your assistant uses an XBert tool it asks 

/s… More info here: Activating the Actual Time Feature 
Type of 

 that allows user to have admin… More info here: How To: Edit a Schedule 
Type of 

 that allows user to have non-admin permissions

Get the smarts to XBert

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