Advice Designer

How to activate your Advice Designer integration with Xplan

Enabling Advice Designer on Xplan

How to add a Xplan App integration to your Workspace

Setup your Xplan App integration

Set up your user profile

How to add a client by importing from Xplan

Import a client

How to create a plan for your client and/or entities

Create a plan

Plan Authoring: Publish a Plan

How to share a published plan with your client

Plan Presentation: Share Plan Presentation with the client

How to create a review for your client and/or entities

Create a Review

Review Authoring: Publish a Review

How to share a published review with your client

Review Presentation: Share Review Presentation with the client(s)

Everything you need to know to get started with Advice Designer

Getting started with Advice Designer

Go to Advice Designer

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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.

{appName} in 60 seconds

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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