What to Ask Leina to Do with Fern
Copy a prompt, add your details, and send it to Leina in your connected team chat.
Read a customer and selected transactions to summarize status, payment routes, and fees.
Read Fern customer [customer ID] and list their transactions. Inspect transaction [transaction ID] and explain its status, source, destination, and fees.
Request an exchange rate for specified currencies, methods, and amount.
Read Fern exchange details for [source amount and currency] using [source payment method] to [destination currency and payment method]. Explain the exchange rate, destination amount, and fee components.
Get Started with Fern
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Connect Your Account
Connect a Fern API key.
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Try a Task
Tell Leina what you need in your team chat. Include the source, destination, and expected result.
Set Up Leina in Your Chat → -
Check the Result
Review the result and any changes in the connected app.
Supported Fern Capabilities
Fern exposes customer and payment-account records alongside transaction status and exchange-rate information. These operations support reading and comparing existing payment activity.
- Read Customers and Payment Accounts
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List or retrieve customers and their payment accounts with optional verification and payment details.
- List Customers
- Get Customer
- Read Transactions and Exchange Details
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Inspect transaction records and request exchange rates, amounts, and fee information.
- List Transactions
- Get Transaction
View All 7 Actions
- List Customers
- Get Customer
- List Payment Accounts
- Get Payment Account
- Get Exchange Rate
- List Transactions
- Get Transaction
Frequently Asked Questions
How do I include fees in an exchange review?
Provide the source amount along with both currencies and payment methods to request fee details and the destination amount.
Can AI explain a transaction’s status?
Yes. Supply its transaction ID so AI can inspect the status, payment details, and fees.
Can this initiate a transfer?
These operations read customers, payment accounts, transactions, and exchange details; transfer creation is not included.
Your AI employee for Fern
Tell Leina what you need in your team chat. Include the source, destination, and expected result.