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We have not spoken in awhile "Hi, it's Support Hero here from XYZ Company. It has been a little while since we last spoke and I was just calling you to touch base and see how you are. You can always call me on 0411 111 XXX. Thank you."

Merry Christmas &amp; New Year wishes "Hi, it's Support Hero here from XYZ Company. I am calling to wish you a Very Merry Christmas and all the best for the new year. Please let me know if I can assist with any of your (enter in here your industry - Finance) needs . You can always call me on 0411 111 XXX. Thank you." Have a safe Easter "Hi, it's Support Hero here from XYZ Company. I am calling to wish you a Safe Easter for you and your family. Please let me know if I can assist with any of your (enter in here your industry) needs . You can always call me on 0411 222 XXX. Thank you."

Here are some ideas for general campaigns to connect with your clients

General Campaigns

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Create your workspace and invite the people you work with.

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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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