Beside

The Beside Customers list puts every lead and customer in priority order, with the next action to take, why they matter, and their full call and message history.

Manage your customers and leads

Your Beside Business Profile is the single source of truth for your business. Update your details, hours, service areas, team, and price book, and resolve disagreements between your connected sources.

Keep your business information accurate

Your Library is what your agent reads and reuses: your own notes, files and photos, plus the research and reports Beside writes as it works.

Add your own documents to Beside

Ask Beside is where you hand your agent a question or a job, in your own words - grounded in your own customers, calls and numbers rather than generic advice.

Ask Beside about your business

Your customer list, your business details, and everything you teach Beside about how you work.

Your customers and business knowledge

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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.

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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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