Sisu

Alex Masterson

Lindsey Baker

Kayla Latta

Onboarding - Agents

Completing Your User Profile

Default Settings In Your User Account

Setting Goals

The new mobile app for Sisu Next is now available in the Apple store.

Downloading the Sisu Mobile App

Setting Up Sisu

Recording Activities

Creating Contacts & Transactions

Personal Dashboard Overview

Using The Transaction Stages & Statuses Boards

Uploading, Downloading & Emailing Documents

How to easily manage your tasks as an Agent in Sisu.

Task Management For Agents

Viewing Sent Emails

Learn The Basics

Create a custom design with text, images, and links

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.

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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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