Resourced

The Chat & Tasks panel: the team side — messages and @mentions, tasks with deadlines and shared statuses, the tasks the system creates — plus where the Agent tab fits,…

The Chat & Tasks panel

Ask questions of your live PLM data and let an AI agent make changes for you — threads, the auto-linked context, the rehearse-then-allow flow for writes, and Auto-approve.

The Agent

Messages, @mentions and tasks with your team — and the Agent, an AI assistant that answers from your live PLM data and makes changes after showing you what it will do.

Chat & Task and Agent

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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.

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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.

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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.

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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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