People.ai

Build customizable views of your CRM and engagement data.

Engagement Dashboards Overview

Customize Tables to organize, filter, and analyze CRM and engagement data in one view.

Engagement Dashboards: Tables

Build visual dashboards that combine your key metrics into one view.

Engagement Dashboards: Boards

View the full backstory of your Account or Opportunity all on one page.

Account/Opportunity 360

A complete reference for the metrics available in Engagement Dashboards.

Engagement Metrics

Monitor accounts, opportunities, and teams with customizable dashboards.

Engagement Dashboards

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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.

{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.

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Introduction to Backstory

Create Your Account

Install the Chrome Extension

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