Alta

In the campaign builder, describe the touchpoints you want in the Ask Alta chat and Katie adds, edits or removes the steps in your sequence tree — validated like hand-built…

How to Build a Campaign Sequence with Ask Alta (Describe the Steps, Katie Adds Them)

Meet Ask Alta, your in-app AI assistant — analyze your data, build campaigns and audiences, automate workflows, and get answers without leaving Alta.

Getting Started with Ask Alta

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Ask alta anything about your Alta data and CRM data

Ask Alta

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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.

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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