Helpling DE

Learn how to take a break in the Helpling Partner App, what happens with your client appointments, and how to manage it all.

How to Take a Break

Use the chat feature in your Helpling partner account for quick and easy communication with customers before and after appointments.

All About the Chat Feature in Your Helpling Partner Account

How can I trigger an invoice to my customer?

Milan Geerling

Discover key app features to stay organized, manage breaks, and never miss an important update.

Tools That Make Your Workday Easier: Key App Features

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.

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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.

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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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