Cora.ai

Setting up Cora Email Alias (Gmail)

What an Action is in Cora, with plain-language examples of what does and does not count, and the formal definition for reference.

Actions and Usage

How Cora collects your feedback, through thumbs up and thumbs down on Signals and conversational feedback in chat, and how it improves detection quality.

How Cora Collects Feedback

Build survey templates in Artifacts, send them as per-recipient links, review responses, and automate surveys with agents.

Creating and Sending Surveys

Add, edit, and remove users in your Cora workspace, understand roles, and manage access for your team.

Managing Your Team

Configure lifecycle event detection across your integrations so Cora can surface key moments and trigger agent workflows.

Setting Up Signals

Add scored, labeled, AI-generated, and manually-set columns to your Accounts table to track what matters most.

Adding Custom Columns

Bring a Google Slides template or an existing deck to Cora chat, and it returns a finished copy filled with your data and edits.

Creating Slide Decks

Connect your docs, help center, and internal resources so Cora can answer questions accurately.

Setting Up Your Knowledge Base

Cora: Frequently Asked Questions

Import accounts from your CRM, set up ownership sync, and filter by ownership on the Accounts page.

Managing Your Accounts

Getting Started

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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.

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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.

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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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