edgeful

how to build a custom report in edgeful AI — describe a report in plain English or start from a template, confirm the methodology, save it, then run it over…

how to build custom reports with edgeful AI

quick answers: do I need Claude, how much data, is there a waitlist, rate limits, and how to start.

the edgeful API — FAQ

the licensing side of the edgeful API — personal vs commercial use, what data you can cache and retain, multiple API keys vs rate limits, and when you need an…

edgeful API data retention and usage rights

where to find edgeful AI — the ask edgeful AI side panel on every page and the full edgeful AI screen — how to start a new chat, and how…

how to access edgeful AI

a clear breakdown of what edgeful AI is built for, where it genuinely excels, and what to use other parts of the platform for instead.

what edgeful AI can and can't answer

the types of questions edgeful AI is built for, how to frame them for the best results, and what to set aside for other tools.

best questions to ask edgeful AI

how to use the Analyze Reports feature in edgeful AI — running a structured analysis on a single report or stacking up to 3 reports at once to surface cross-report…

how to analyze reports with edgeful AI

how to read the data table returned by edgeful AI's Analyze Reports feature — universal columns, report-specific columns, colour coding, dashes, and how to use column labels in follow-up questions.

how to read and use the data table

how saved runs work in edgeful AI — where to find them, what they store, how to continue a past analysis, and why you should re-run the analyzer each day…

how to use saved runs

overview of the edgeful API — what it is, who it's for, where to start, and links to the developer docs

the edgeful API — overview + walkthrough

how to generate, name, rotate, and manage API keys from the edgeful API dashboard - plus the security basics that matter.

getting your first API key

a no-code walkthrough for setting up the edgeful API in VS Code with the Claude Code extension — install the tools, plug in your key, pull your first report, and…

setting up the edgeful API with VS Code + Claude Code

fixes for the three things that stall API setup most: "claude is not recognized," the sign-in prompt never appearing, and Claude Code asking permission for every step — plus the…

edgeful API setup troubleshooting: common errors

turn edgeful API data into clean, shareable dashboards with Claude Code and the /dashboard skill — pull reports, mash subreports together, compare tickers side by side, and let Claude surface…

building custom dashboards with the edgeful API + Claude Code

what you get on essentials, pro, and all-access — reports, tickers, lookback, live data, and rate limits — and how to know which tier you're on.

rate limits and tier differences

every error code the edgeful API returns, what each one means, and how to fix the most common issues — start here when something isn't working.

API errors and troubleshooting

how to upgrade your API access, what changes when you do, when billing takes effect, and how to downgrade or cancel.

billing and upgrading between API tiers

Brad

go deeper with the data: analyze and combine reports with edgeful AI, and pull edgeful data into your own tools with the API

edgeful ai & API

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

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

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

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

No tickets created by you

No tickets found

Conversations and tickets in {topic}

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

Volume, requesters and topics for your company.

Insights

Top requesters

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.