Arist

This guide walks through the best practices for setting up your Arist workspace, from roles and Teams to delivery methods, integrations, and the organization-level settings that shape every course.

Best Practices for Workspace Settings

Learn how to set up named Channels so content arrives from a sender learners recognize, which teams can send on each one, and what a Channel looks like on SMS,…

Managing Channels

Learn how to set your organization's name, logo, timezone, language, and citation style in Arist, and how the options on the Organization page decide what Arist collects about learners and…

Managing Organization Settings

Learn how to invite users to your Arist workspace, assign the right roles, edit them as responsibilities change, and download your full user roster for access reviews.

Managing Users and Roles

Learn how to open a team's own settings and manage its name, teammates, learners, and delivery methods, and see exactly which roles can do it.

Managing Team Settings

Learn how to open Settings > Delivery methods as an Org Admin, switch a delivery method on or off for your whole organization, and work through the Microsoft Teams, Slack,…

Configuring Delivery Methods in Settings

Learn how to define the learner attributes your organization tracks in Arist, so dynamic cohorts, automations, and learner profiles all read from the same set of fields.

Managing Metadata Fields

Learn how to keep your organization's list of course tags tidy, so anyone looking for content can filter to the right courses in a few clicks.

Managing Tags

Learn how Arist's five-step response reminder sequence works, how to change the timing or switch a reminder off, and when Arist holds a reminder back so it reaches learners at…

Configuring Response Reminders

Learn how to use the security log to see what changed in your organization, when it changed, and who changed it, so an access review or audit question has an…

Reviewing the Security Log

Learn how to replace Arist's built-in messages with your organization's own wording, in any language you deliver in, and which variables Arist fills in for each learner as it sends.

Managing System Messages

Learn how to save your organization's glossary and preferred terminology for each language you translate into, so every AI translation uses your words instead of choosing its own.

Setting Up Translation Instructions

Learn how to give Arist's AI one set of brand voice, tone, and terminology rules that apply everywhere it writes course content, and which settings take precedence over them.

Setting Up Content Guidelines

Learn how to set the visual style, branding, and logo Arist applies to every image it generates for your courses, and how to test the result before your teams build.

Configuring Image Generation

Set up roles, teams, delivery methods, and integrations so everything else in Arist runs smoothly.

Workspace Settings

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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.

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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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