Yembo

How to join a Smart Consult session for a home survey.

What to expect during your Smart Consult session

To complete a Yembo Smart Consult, you must grant the browser access to your camera and microphone.

Enable camera and microphone access for Smart Consult (Mobile)

Troubleshooting microphone and speaker problems during a Smart Consult in Safari on iOS.

Fixing Microphone and Speaker Issues in Smart Consult (Safari on iOS)

Troubleshooting microphone and speaker problems during a Smart Consult in Chrome on iOS & Android.

Fixing Microphone and Speaker Issues in Smart Consult (Chrome on iOS & Android)

Steps to set up the camera and microphone on a mobile device and resolve connection problems for Smart Consults.

Smart Consult: Setup and troubleshooting

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Create your workspace and invite the people you work with.

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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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