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Learn how to use the Applications Dashboard in Insights to monitor applications, applicant demographics and decision performance.

Applications Dashboard

Learn how to use the Appointments Dashboard in Insights to analyze and refine your appointment metrics effectively.

Appointments Dashboard

Bolt Agent Jobs Dashboard

Bolt Discovery Dashboard

Learn how to use the Campaigns Dashboard in Insights to analyze and refine your Campaign metrics effectively.

Campaigns Dashboard

Learn how to use the Conversations Dashboard in Insights to analyze and refine your Conversation metrics effectively.

Conversations Dashboard

Learn how to use the Data Hygiene dashboard and fix data errors.

Data Hygiene Dashboard

Introduction and Overview of the Events Dashboard

Events Dashboard

Learn how to navigate and read the Insights Funnel Dashboard

Funnel Dashboard

Management Dashboard

Payments Dashboard

Introduction and Overview of the Sources Dashboard

Sources Dashboard

Tasks Performance Dashboard

Learn how to navigate and read the Insights Web Activities Dashboard

Web Activities Dashboard

Student Success Dashboard

Megan Strauss

Jamie Boggs

Eric Range

Dashboards

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User Community

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Integration Guide

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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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