SourceWhale

The Sourcing module combines the functionality of the Extension, Data, and Search AI into a single unified experience. Add contacts to your CRM/ATS via the Extension, or use Search AI to search for contacts across both your CRM/ATS and public profiles. 

Sourcing

Learn how to combine People Search filters, including Custom Fields, in SourceWhale Search so you can build more precise people lists.

Using More People Search Filters in SourceWhale Search

How to use the Search functionality within SourceWhale

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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.

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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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