People.ai

Import additional Salesforce activity data using custom filters and mappings.

CRM Activity Sources

Upload external data into Backstory as custom fields.

CSV Enrichment

Extend Backstory’s default filters with your own exclusion rules.

Email and Calendar Exclusions

Keep irrelevant CRM records out of your Backstory workspace.

CRM Pull Exclusions

Control which Backstory activities sync back to your CRM.

CRM Push Exclusions

External ID Mapping

Email Bounceback Detection

Multiple Account Domain Support

Multi-Opportunity Matching

Automated Lead Conversion

Task and Event Type Fields in Salesforce

Custom Title Classification

Customize how Backstory captures and syncs your team's activity.

Configure Activity Capture (For Admins)

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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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