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



  • Enter the API Key and Secret key or generate a new one. 


  • Verify & Save

Result: