Jodie AI

Everyone who contacts Jodie gets a customer record. Their calls and chats sit together in one place.

<b>Open:</b> <a href="https://app.heyjodie.com/customers" rel="nofollow noopener noreferrer" target="_blank">app.heyjodie.com/customers</a>

Jodie uses this to recognise returning callers. See <a href="https://help.heyjodie.com/en/articles/17569365-customer-memory-jodie-remembers-returning-callers">Customer memory: Jodie remembers returning callers</a>.

See every customer's calls and chats together. Every plan.

Customers: every caller's history in one place

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Create your workspace and invite the people you work with.

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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.

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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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