Digitail

Digitail VoIP lets your team make and receive phone calls directly inside Digitail, without switching devices.

Making and Receiving Calls with Digitail VoIP

Build a great relationship with your clients with reminders, 2-way chats, texts and more

Client Communication

Send an email or text message to a client from Digitail, file it to the right SOAP, and pick up their replies in one place.

Send a direct message to a client

Easily view all sent notifications, reminders or logged communications.

Centralize all Client Notifications & Communication

Reminders, Notifications & Direct messages

2-way chat for quick client communication

Chat with Clients

See every chat, SMS, and email conversation with your clients in one place, and reply without switching screens. VoIP coming soon.

The Communications Inbox

Schedule Chat messages

Easily find conversations, contacts or messages.

Search Chat conversations & messages

Set Up Chat users

Organize and respond faster to client conversations.

Assign users to Chat conversations

Chat & Video

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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.

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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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