GUIDEcx

Meet customers where they're at with different onboarding experiences powered by GUIDEcx.

Your Customer's Onboarding Experience

Interacting with GUIDEcx Through Email Only

You decide how much of the project your customer has access to!

How Do I Edit the Customer's Project View?

Introducing GUIDEcx to Your Customers

Want to know what your customer sees? Follow these steps and wonder no more!

Customer Perspective

Mobile App [Deprecated]

Learn how to help your customers contact you via GUIDEcx.

How your customers can contact you

Inviting customers to your Projects increases customer engagement!

How To Add Customers to Projects

Learn what to do once you’ve completed all tasks in a project and how long you will have access to the project.

Closing out Projects

Resource Tab Customization in Portal

Customer authentication for project and task access

Email Verification Flow

Elan Maynez

Genevieve Easterling

These articles are designed to help you understand what your customers will see when your customers will experience!

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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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