People.ai

Manage users and configure your organization settings.

Administration

Admin Panel Page Directory

Overview of the Backstory Admin Panel features

Overview

Configure SAML-based SSO for your organization.

Single Sign On

View your organization's list of internal email domains.

Domains

Customize how your Backstory environments are identified upon login.

General Settings

Manage general settings, domains, and single sign-on (SSO).

Organization Settings

Create and manage profiles that control activity data intake and matching.

Configuration Profiles

Automatically assign settings to new users created via Automatic Mode.

User Settings Rules

Create user groupings outside of the standard role hierarchy.

Custom Teams

Control how your executives' activity data is captured and displayed.

Manage Executive Users

Manage your users and team hierarchy manually or automatically.

Users and Teams

Easily manage which users are assigned to each level of your forecasting hierarchy.

Forecast User Assignments

Add or update large numbers of users at once.

Manage Users via CSV Upload

Manually assign team managers even when Automatic Mode is enabled.

Manual Team Manager Assignment

Forecast Hierarchy Management

Add, edit, and remove users manually or automatically

User Management

Choose which CRM records are enabled for SalesAI.

Record Selection

Configure how Backstory analyzes your data

Data Analysis

CRM Scan

Business Impact

CRM Impact

Reporting

Find answers and get help from Intercom Support and Community Experts

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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.

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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.

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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