OfficeRnD

[AI Hub] Sales Agent – Set Up Agent's Email Address and Email Forwarding

[AI Hub] Sales Agent – Configure Email Settings

Control how your agent replies, when it replies, and what prospects see.

[AI Hub] Sales Agent – Configure General Settings

[AI Hub] Log Sales Agent Emails to HubSpot

Keep deals from going cold by automatically following up with prospects who stop replying.

[AI Hub] Configure Follow-Up Sequences

Test and validate your AI sales agent setup before going live.

[AI Hub] How To Test Your Setup

Yasen Marinov

Sales Agent Setup

Create a custom design with text, images, and links

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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.

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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.

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.

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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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