Learn more about the core product capabilities of Pod.

Pod Overview

Everything you need to know to sign up to your new Pod workspace.

Signing up to Pod 💪

Learn how to set up Pod for AI agents, automated triggers, and internal playbooks.

Set up your workspace

The more the merrier. Invite a colleague to join your Pod workspace.

Invite a colleague 🤝

When you work with multiple Salesforce instances, things can get mixed up. Follow these steps to get you back on track.

Getting Pod connected to the right Salesforce instance

There is a way to install Pod onto your machine for easier access from your Taskbar!

Install Pod for easier access

Learn if your organization has what it takes to make the most of Pod

Are you ready for Pod?

Learn how Pod's success team supports users in their onboarding

Pod Team Onboarding

Learn how to make the most of Pod in your daily workflows

How to use Pod on the daily

Learn how to approve a user's access to Pod through your Salesforce settings

Authorize Pod on your Salesforce instance

Patrick Monnot

Tips & tricks to get you started with your new sales workspace

Getting Started 🗝️

Book time 📅

Go to Pod 🚀

Important Links

Go to website

Find answers and get help from Intercom Support and Community Experts

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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.

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.