Kolleno

If you're unsure why a specific email appears on a customer's timeline, you can easily find out:

Locate the inbound email on the timeline.

1. Locate the inbound email on the timeline.
2. Click on the sub-menu (<b>"..."</b>).
3. Select <b>"Reason assigned"</b>.

This will provide an explanation of why the email is included on the timeline.

Please note this feature only works for emails received after December 4th, 2024.

Find out the history of why an email received is present on a Customer timeline.

Understand the Reason an Email was Assigned to a Customer

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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.

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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.

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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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