People.ai

Learn two quick and easy ways to create new templates, either from scratch or by cloning an existing template.<br>​

Learn how to create and manage account plan templates, including editing, filtering, and activating.

Overview: Creating & Editing Account Plan Templates

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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.

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Connect the tools your team already uses to bring data in.

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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.

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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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url(https://downloads.intercomcdn.com/i/o/pkdyj3n8/905559/929dba5f40d5f016f5747f60b590/919a79923cbc347dd4309abdc664458f.png)

Overview: Creating & Editing Account Plan Templates

Creating New Templates and Cloning