Client Portal
35
- Adding AI Agents to FuseBase Portals
- Linked Folders and Pages – Adding folders and pages to multiple portals at once
- Access Management in the Portal – Quick Guide
- Display data from Monday.com in the Fusebase portal
- Client Portals – Quick Guide
- Displaying data from other services (HubSpot, Asana, etc.) in the portal
- E-Signature – Client Contract Management – Quick Guide
- Forms – creation and completion of forms on the portal
- Variables in the portal – adding the client’s name to the Hero and other portal blocks.
- Processes in the Portal – Quick Guide
Your organization
18
- Work with Your Team
- Business/Teams account | Getting started
- Business/Teams account | Choose your structure
- Organization Console | Manage your Organization
- Upgrading a personal organization to business
- Business/Teams account | Set access permissions
- Organization Console | Manage members in Business/Teams account
- Multiple organizations under one account
- Forbidding of editing of individual blocks
- Business/Teams account | Branding
FuseBase AI
8
Branding/White Label
11
- White label for organization
- Adding CTA on public pages using Convertflow
- Adding VideoAsk widget to public pages
- Adding Google Analytics to public pages using custom scripts
- Organization logo
- Can I change/set my logo for the workspace?
- Custom SMTP
- Business/Teams account | HTML / JS injections for integrations
- Branding for public pages
- Custom Subdomains (CNAME)
Account Management & Settings
8
- Account & Settings | 2-Step Verification for Sign-in
- Account|Google/FB sign-in to personal password
- How do I change the account email?
- Subscription actions – Upgrade and Downgrade
- How to Export Notes to HTML or PDF?
- Forward emails into FuseBase
- Switching between the old and new client
- Account Management | How to backup and export your data
Automations and Integrations
9
- Using AI Agents in Automation
- Integration with Firefiles – Retrieving a Transcript
- Auto-Creation of a Portal for New HubSpot Contacts with Personalized Ticket Display
- Action Ask AI Assistant – generation of documents, summaries, etc.
- Automation of Page Creation in the Portal
- Automating Video Transcription (Summary Generation + Email Delivery)
- Creating a recurring task using automation
- Action: Email Notification – send custom notifications
- FuseBase Automation – Quick Guide
Embedding & Sharing
32
Screenshot
20
- Record Guide: Why and How to Use It?
- What’s the Capture scroll fragment mode for?
- What is Quick upload or how to share a screenshot without creating an account
- Can I record video in one click?
- Drawing tools for video
- How to add my own watermark to a video?
- How do I add a watermark to a screenshot?
- How to send a screenshot to Slack?
- Nimbus Capture for browsers – Troubleshooter
- About permissions in Nimbus Capture for Google Chrome
Video editor
2
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