XBert

How to switch XBert Capture on for a client, invite the clients who'll be sending receipts, track their invitations, and pick up what they send.

Overview: XBert Capture

Sunniva Andersen

Set up the XBert Capture app for your clients, chat with them from XBert, and help them use the app.

XBert Capture

Set Up XBert Capture and Chat With Your Clients

In XBert

Switch on XBert Capture for one client or many at once so they can use the app, and choose which of your team can chat with them.

How To: Turn On XBert Capture for Your Clients

Invite the people at your client who'll use XBert Capture, track their invitations, and re-invite or remove users.

How To: Invite Clients and Manage Capture Users

Switch the app on for a client, invite the people who'll be using it, and keep track of who has accepted.

1. In XBert: Set Up XBert Capture

How Client Chat in XBert and the Chats your clients see in XBert Capture are the same conversation.

How To: Understand How Client Chat Connects to the XBert Capture App

Send your client a message from the Client Chat tab on a work item, reply to a particular message, and react with an emoji.

How To: Send, Reply to and React to Messages in Client Chat

Send your client a file, an XBert task or a client note from the Client Chat tab on any work item, and see what they can do with it.

How To: Share Files, Tasks and Notes with a Client in Client Chat

Give a Client Chat conversation a title so your client can tell one thread from another.

How To: Rename a Client Chat Conversation (Set a Conversation Title)

Archive a Client Chat conversation once it's finished with, and bring it back if you need it.

How To: Archive or Unarchive a Client Chat Conversation

Message a client from a work item, send them files, share a task or a note, and keep conversations tidy.

2. In XBert: Chat With Your Clients

Getting Started, Sending Receipts and Documents, Chats, Tasks and Notes, Your Settings

In the App

Accept your XBert Capture invitation and get into the app for the first time.

How To: Accept an Invitation to XBert Capture

A tour of XBert Capture: Chats, Documents, Clients, Settings and the + button.

How To: Find Your Way Around XBert Capture (Chats, Documents, Clients, Settings)

Set up your PIN, unlock the app with your PIN, Face ID or Touch ID, change your PIN later, and what to do if you can't get in.

How To: Use Your PIN and Face ID or Touch ID in XBert Capture

Sign in with your email address and a code, or with Google, Xero or Intuit, choose a business, and fix the most common sign-in problems.

How To: Sign In to XBert Capture

Accept an invitation, sign in, set up a PIN, and find your way around the app.

1. In the App: Getting Started

Take a photo of a receipt, or pick a file, and send it in from XBert Capture.

How To: Capture Receipts with the XBert Capture App

Find anything you've sent in, check it went through, and open or delete it.

How To: Browse, Search, and Preview Your Uploaded Documents and Images

Photograph or upload a receipt, send it in, and find what's already been sent.

2. In the App: Sending Receipts and Documents

Open your conversations, send messages, photos and files, and reply to, react to, copy or delete messages in XBert Capture.

How To: Use Chats in XBert Capture

Find a conversation by name, or narrow the list to pinned, snoozed, unread or archived.

How To: Search and Filter Your Conversations (Pinned, Snoozed, Unread, Archived) in XBert Capture

Use press-and-hold in the Capture Chats list to pin, snooze (mute), or mark a conversation unread.

How To: Pin, Snooze, or Mark a Conversation Unread in XBert Capture

Use the Archived filter in Capture Chat to open and read completed, read-only conversations.

How To: Read an Archived (Read-Only) Conversation in Capture Chat

Read and reply to messages, send photos and files, and keep on top of what you've been asked for.

3. In the App: Chats, Tasks and Notes

Use Edit Profile in XBert Capture to update your name, phone number and photo.

How To: Update Your Profile and Photo in XBert Capture

Use Capture Settings to turn push and email alerts on or off and set quiet hours.

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

Change your PIN, manage notifications, update your profile, and sign out.

4. In the App: Your Settings

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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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