Firehose

How to invite sales reps, implementation reps, and other admins to your Firehose workspace.

Inviting Your Team

How to create and configure sales teams and customize the stages in your sales pipeline.

Managing Sales Teams & Pipeline Stages

How to create and configure implementation teams for post-sale onboarding pipeline management.

Managing Implementation Teams & Stages

How to set up rules that automatically assign new contacts to sales reps, and how to configure default weighted distribution.

Configuring Auto-Assignment

How to verify a custom domain for sending drip campaign emails from Firehose.

Setting Up Your Email Sending Domain

How to create and manage the activity types your team uses to log sales interactions.

Managing Activity Types

How to create company segments for use in drip campaign targeting and audience filtering.

Managing Segments

How to enable or disable AI agents for your workspace from Company Settings.

Managing AI Agents

How to update your company information, timezone, address, and other workspace-level settings.

Workspace Settings

Chad Deely

Admin Setup

Find answers and get help from Intercom Support and Community Experts

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