Upgrading to version 1.238.x for customers with the People.ai app
Release 1.238.x contains the new People.ai Insights for Relationship Stakeholders detail overview.
To enable and configure People.ai insights (Dashboard, Engagement, Connections, Opportunities), go to:
- ClosePlan Admin tab > Environment > People.ai
- Click Configure by People.ai API Connection
- Enable Integration
- Check Remote Site settings for the following
- If one or both are missing, pls create a support ticket via support@people.ai
- Enter the API Key and Secret key or generate a new one.
- Verify & Save
Result: