Instantly

Account & Billing 

Learn how to configure workspace settings

Account & Settings Overview

Learn how to change the login email of your Instantly Account

How to Update Your Instantly Login Email

Learn how to reset your Instantly account password

How to Reset Your Instantly Password

Manage Workspaces and Team Members

Workspace Groups

Learn how to use the Agency feature for white label in Instantly

Agency White Labeling

Two Factor Authentication

Audit Logs

How to Transfer Workspace Ownership

How to Export Data from Your Instantly Account

Account

Learn how to manage your Instantly billing

Billing & Usage Overview

Summary of the tiers and options available within a product

Instantly Plans Overview

Learn about the differences between email outreach plans

Email Outreach Plans Comparison

Instantly Credit System

Learn about the uploaded contacts limit in the Email Outreach plans

Uploaded Contacts Limits

Add-on Pricing

How to Upgrade/Downgrade Your Plan

Manage Your Payment Methods

Learn how to access invoices and edit billing details

Managing Invoices and Billing Details

Understanding Your Billing & Charges

How to Cancel Your Subscription

Access your Instantly account after trial or plan expires

Access Your Expired Instantly Account

Billing

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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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