CurrentClient

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Dustin Belliston

Set up your account and get on the phone in fifteen minutes

Get started

Text your clients, automate replies, and reach many at once

Messaging

Make and receive calls through your CurrentClient number

Calling

Connect CurrentClient to your CRM and automation tools

Integrations

Move your existing phone number to CurrentClient

Porting your number

Stay compliant with SEC and FINRA recordkeeping rules

Archiving and compliance

Manage your team, workspaces, billing, and branding

Account and admin

Fix common issues and find out how to reach us

Help and support

Organize your clients and segment them for outreach

Contacts

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Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

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AI title

Title

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Home

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

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Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

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Getting started

Install apps

Port your number

Register your firm

Ready to help.

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