Brokerbot.ai

Where do I go to log in to BrokerBot for the first time?

How do I log into Brokerbot?

Access and manage your team's BrokerBot API configuration for custom integrations

BrokerBot API Settings

A helpful guide for preparing your office for AI & Brokerbot

The Brokerbot Guidebook

This guide will help you get started with BrokerBot and make the most of your new AI Assistant. Consider how you'll utilize BrokerBot in your day-to-day business and what features…

BrokerBot Rollout Guide: Self-Driven Onboarding

Power BrokerBot with the essentials: Compliance, Foundation, and Guidance

Knowledge Center QuickStart Guide

Optimize BrokerBot's response to your questions to get the most from your AI Assistant.

Communicating Effectively with BrokerBot

Here's a comprehensive, step-by-step guide combining everything for a individual BrokerBot user:

Complete BrokerBot Setup Guide for Solo Plan

Setting Up BrokerBot for Agent Teams (Groups)

The Training Center is your go-to space for keeping BrokerBot accurate, consistent, and aligned with your team's policies. This article walks you through what the Training Center is, how to…

How to Use the Training Center

Maximo Gomez VI

All things logging in to BrokerBot and getting started

Getting Started

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.

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Connect the tools your team already uses to bring data in.

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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.