Bonsai

"Clients" is now "Companies" - What's changing in Bonsai

Details on how to add, edit, and delete company information.

How to create and manage companies and contacts

Taking a closer look at invalid email addresses and unrecognized domains.

How to troubleshoot 'Please enter a valid email' message on a correct company email address

Keep all contact interactions visible in one place.

Activity feed on contact details

How to manage your companies and contacts

Companies and contacts

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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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