Terros

Open MyCard in Settings and configure branding, links, and the card URL

Choose card content and photo-sharing options for reps

Set the review threshold for Google reviews versus private feedback

Write the default text message used to share MyCard

Preview rep details, save the card, and test a customer-facing link

- Open MyCard in Settings and configure branding, links, and the card URL
- Choose card content and photo-sharing options for reps
- Set the review threshold for Google reviews versus private feedback
- Write the default text message used to share MyCard
- Preview rep details, save the card, and test a customer-facing link

Set up MyCard in Terros web with company branding, photos, review routing, and a message template, then preview the digital business card reps share with customers.

MyCard Overview Video (Web)

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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.

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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.

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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MyCard Overview Video (Web)

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