evaluagent

Getting Started With The Manual Conversation Import Feature

Search Words And Phrases In Contacts

How Do I Use Custom Integration Filters

How Do I Filter Imported Contacts

View Imported Contact Metadata Distribution

How Do I Select Which Meta Data Tags I See In EvaluAgent

How Do I Troubleshoot A Failed Import

Explore Your Conversations With AI Search

How Do I Redact Sensitive Personal Data In Tickets

How Do I View Conversation Sentiment BETA

Alex Richards

Imported Contacts & Filters Once your conversations are imported into evaluagent via an integrati...

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Create your workspace and invite the people you work with.

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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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