Vivun

Danielle Heffernan

Follow the steps outlined in this section to install VivunAI.

Install and Configure VivunAI

Vivun Configuration: Deliverables and Hero Activities

Learn about Deliverables configuration for your organization.

Deliverables Configuration

Learn how to configure Hero Activities for your organization in Vivun.

Hero Activity Configuration

Deliverables and Hero Activity configuration in Vivun

Vivun Configuration: Deliverables & Hero Activities

Vivun Configuration: Product Gaps

Learn about configuring Product Gap Metrics in Vivun.

Vivun Configuration: Product Gap Metrics

Account, Opportunity, and Product Gaps configuration.

Vivun Configuration: Gaps

Learn about updating configurable layouts to include custom fields on Account, Opportunity, and Team Member objects.

Custom Fields on Configurable Object Layouts

Learn how to add custom fields to Vivun Objects. You can add custom fields to any Vivun Object.

Custom Fields

Create a custom design with text, images, and links

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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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