Gelato Network

[Getting Started - AI-Estimator] Step 1: Set Up Users and a Test Customer

[Getting Started - AI-Estimator] Step 2: Create Your First Estimate with the AI Assistant

[Getting Started - AI-Estimator] Step 3: Configure Estimate Setup

[Getting Started - AI-Estimator] Step 3.1: Configure Your Machines and Substrates

[Getting Started - AI-Estimator] Step 3.2: Configure Your Products and Reference Data

[Getting Started - AI-Estimator] Step 3.3: Configure Pricing rules and Settings

[Getting Started - AI-Estimator] Step 4: Create Real Estimates and Validate

[Getting Started - AI-Estimator] Step 5: Enable Customers and Website Visitors to Generate Quotes with Self-Quote

[Getting Started - AI-Estimator] Step 6: Export Estimates to Other System to Create Job Tickets or Track Data

David Echevarría López

Roman Aldunate

Kyle Sawyer

Getting Started Guide

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Create your workspace and invite the people you work with.

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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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