ProspectHalo

ProspectHalo onboarding has four short screens.

Let’s learn about your business. Enter your website, or choose I don’t have a website.

Confirm your details. Review the company and offer information ProspectHalo prepared, then correct anything that needs changing.

How did you first hear about us? This question is optional and can be skipped.

Choose a plan and complete checkout. Select Pro, Growth, or ask about Custom.

1. Let’s learn about your business. Enter your website, or choose I don’t have a website.
2. Confirm your details. Review the company and offer information ProspectHalo prepared, then correct anything that needs changing.
3. How did you first hear about us? This question is optional and can be skipped.
4. Choose a plan and complete checkout. Select Pro, Growth, or ask about Custom.

The checkout may show a seven-day trial with either $0 or $1 due today, depending on the offer assigned to your account. The hosted checkout is the authoritative source for the price, trial terms, and renewal shown to you.

Completing the questionnaire saves your setup information, but access starts only after checkout and plan activation finish successfully.

Open Accounts and connect your personal LinkedIn profile.

Open Agents and create your first agent.

Launch the agent after reviewing its ideal customer, channels, and approval settings.

1. Open Accounts and connect your personal LinkedIn profile.
2. Open Agents and create your first agent.
3. Launch the agent after reviewing its ideal customer, channels, and approval settings.

Follow the four onboarding screens, complete checkout, and prepare your first agent.

Complete onboarding and start your trial

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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.

{appName} in 60 seconds

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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Complete onboarding and start your trial

Complete the onboarding screens

Start your trial

What to do next