Magic School Inc

At the bottom of any output, click the bookmark icon located to the right of the speaker icon.

Give your resource a title and click Save.

1. At the bottom of any output, click the bookmark icon located to the right of the speaker icon.
2. Give your resource a title and click Save.

Note: Saving a resource saves a snippet from within the thread, not the entire thread.

How to View and Manage Your Saved Resources

Click My Resources in the left-hand sidebar.

Click Go to Thread to return to the full conversation the resource was saved from.

Click the three vertical dots to rename or remove the resource.

1. Click My Resources in the left-hand sidebar.
2. Click Go to Thread to return to the full conversation the resource was saved from.
3. Click the three vertical dots to rename or remove the resource.

<b>You can filter your saved resources by type using the Filter by option. Message shows saved snippets from your chat outputs, Document shows outputs created in Studio Mode, and File shows PDFs you have uploaded.</b>

How to Save, View, and Manage Your Resources

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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.

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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.

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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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How to Save, View, and Manage Your Resources

How to Save a Resource

Note: Saving a resource saves a snippet from within the thread, not the entire thread.

How to View and Manage Your Saved Resources

You can filter your saved resources by type using the Filter by option. Message shows saved snippets from your chat outputs, Document shows outputs created in Studio Mode, and File shows PDFs you have uploaded.