Pilot Dental Technologies

QBO Integration: how it works, how to set it up, and how to configure it.

QuickBooks Online Integration

How to connect Slack, link your account, ask Pilot AI questions in direct messages and channels, approve changes, and control where it answers

Pilot AI in Slack: ask about your lab where your team works

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UPS Integration: how to set it up, and how it works

UPS Integration

FedEx Integration

How to set up and use shipping carrier integrations

Shipping Carrier Integrations

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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.

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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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