Circleback

Add manually or have people from your company get added automatically

Add people to your workspace

Organize your workspace into teams to share meetings and automations with the right people

Teams

Deactivate a workspace to revoke access to the workspace

Deactivate a workspace member

Make others an admin, member, or viewer, transfer billing ownership, or deactivate a member

Update workspace roles

Configure default and enforced settings for your workspace

Default and enforced workspace settings

Control how long meeting recordings, transcripts, and other data are kept

Data retention settings

View usage metrics for your workspace, teams, and specific people

Usage dashboard

Instructions to update the name and image of an existing workspace

Update workspace details

Add multiple domains to your workspace to invite people with different email domains

Add multiple domains to your workspace

Set up and manage a workspace for your team

Workspace and teams

Security

Desktop

Terms of Service

Mobile

Privacy Policy

Releases

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Volume, creators and topics for your company.

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Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.