The Admin Panel is the central settings hub in Backstory where administrators configure and manage user accounts, data connections, and CRM synchronization. This directory lists every page in the Admin Panel and describes what you can do there, so you can quickly find the right place to get things done.

Use these steps to navigate to the Admin Panel from anywhere in People.ai.

The Organization section contains settings that apply to your entire Backstory instance, including authentication, domain configuration, and API access.

General Settings: Customize how each of your organization's Backstory environments is identified and displayed upon login. Read more >

Domains: View the internal email domains Backstory uses to distinguish employees from external contacts. Read more >

Single Sign On: Configure SAML-based SSO so your team can log in using your existing identity provider (like Okta). Read more >

API Keys: Create and manage API key and secret pairs for programmatic access to Backstory data. Read more >

The User Management section controls who has access to Backstory, what settings they inherit, and how new users are configured automatically.

Users and Teams: Add, update, and remove users. Manage team hierarchy and roles. Configure user access. Read more >

Configuration Profiles: Create and manage profiles that control CRM sync behavior, permission level, object visibility, and AI features for groups of users. Read more >

User Settings Rules: Define rules that automatically assign the correct settings to new users created through auto-hierarchy. Read more >

The Data Analysis section allows you to configure data analysis tools, like Backstory Signals and the Backstory Assistant.

Attributes Library: Define filters and attributes used by Signals, such as specifying which accounts or opportunities signals should run on.

Record Selection (Formerly SalesAI Records): Choose which records are enabled for Signals and the Backstory Assistant. Read more >

Assistants: Create and manage Backstory Assistants for use cases like deal qualification or account planning, and assign them to configuration profiles.

Tasks: Set up and manage Signal tasks that surface insights and alerts for your sales team.

The CRM Sync section controls how Backstory exchanges activity data with your CRM, including what gets synced and what gets excluded.

CRMs: Connect and manage your CRM integration, such as Salesforce. Read more >

CRM Activity Sources (Formerly Data Sources): Configure data sources that define which CRM activity records Backstory pulls in for processing. Read more >

CSV Enrichment (Formerly Import CSV Data): Upload CSV files to create custom fields or enrich Backstory data with information from external sources. Read more >

Pull Exclusions (Formerly Local Filters > Pull from CRM): Prevent specific activities from being pulled from your CRM into Backstory. Read more >

Push Exclusions (Formerly Local Filters > Push to CRM): Block specific emails, meetings, contacts, or activities from syncing back to your CRM to protect sensitive information. Read more >

The Data Ingestion section lets you connect Backstory to the communication and meeting platforms your team uses, and control which participants and events are captured.

Email and Calendar (Formerly Team Access): Connect your email and calendar provider, such as Google Workspace or Microsoft 365, to capture activity data.

Slack: Connect Slack to ingest relevant messaging activity. Read more >

Google Meet: Connect Google Meet to capture meeting recordings and transcripts. Read more >

Zoom: Connect Zoom to capture meeting recordings and transcripts. Read more >

Webex: Connect Webex to capture meeting recordings and transcripts. Read more >

Microsoft Teams: Connect Microsoft Teams to capture meeting recordings and transcripts.

Participant Exclusions (Formerly Local Filters > Participant): Specify individuals who should never be treated as external participants, so their activity is not incorrectly captured or surfaced.

Email and Calendar Exclusions (Local Filters > Ingestion): Block specific email addresses, domains, or calendar event patterns from being ingested. Read more >

The Data Export section lets you send Backstory data to external business intelligence and analytics platforms.

BI Connect: Export activity, engagement, and performance data to BI tools such as Tableau or Power BI. Hundreds of pre-configured metrics are available across accounts, opportunities, contacts, and users. Read more >

Contact your CSM or email support@backstory.ai.