General
How to Add Organization Timezones & Update Employee Locations
Introduction Ensuring Organization and Employee Timezone Locations stay up-to-date is key when it comes to searching for predictive disengagement, burnout, and attrition insights. With accurate Timezone Locations, it's easy to drill down into each team's Focused Work Hours, High Impacting Factors, and Top Recommendations to see where individual employees are spending the majority of their working time. How-To Tutorial Step 1: Add Organization Timezones Log in to PFew readersPeoplelogic.ai Privacy, Security and GDPR FAQ
As of June 2023, Peoplelogic renewed our SOC2 Type II compliance! Peoplelogic provides data-driven analytics that help you understand how your business, teams, and people get work done. Our tools supplement your current efforts to manage employees and teams with meaningful and robust data. We take our obligation to protect this information, which includes personal information about your employees, very seriously. Can you help me understand what type of information Peoplelogic worksFew readersHow to Update Key Metrics (KPIs) by Teams and Employees
Key Metrics, also known as the platform's KPI component, measure employee and team performance to help indicate engagement, efficiency, and output levels. Peoplelogic provides an easy-to-read summary of the most important events occurring amongst your teams with week-over-week deltas to show when KPIs are trending up or down. This can be seen next to Stayfactor scores and the ONA Graph to give deeper context into your teams' or employees' behavior. How to Update Key Metrics (KPIs) TFew readersHow to Activate & Deactivate Departments, Teams, and Employees
With Peoplelogic's new Department Experience, creating and mapping Departments, nesting Teams and Employees, and deactivating inactive user profiles has never been easier! Additionally, we've dramatically improved our entire system’s performance, with special emphasis on delivering faster insights and bringing to life the underlying ONA Graph (which powers the entire platform). With these changes, you are now well-positioned to use the platform as your organizational network's single source of tFew readersHow to Bulk Import Your Employee Roster
Introduction Uploading your first Employee Roster (and ensuring your roster stays up-to-date) has never been easier. With Peoplelogic, you can import your employees to be automatically mapped to their correct teams and platform integrations in two minutes (or less). Before you get started, here are a few things to ensure your roster import goes swimmingly. Create your Peoplelogic Employee Roster Label each spreadsheet column in the exact order below and ensure each row rFew readersPeoplelogic Quickstart Guide
Thank you for being a valued Peoplelogic customer. This guide is designed to be incorporated into your internal documentation on leveraging Peoplelogic within your organization's workflows. Types of Users Administrator - Can access all Teams, Employees, Dashboards; can edit and update billing. Manager - Access to their designated Team(s) and associated Employees. Employee (with Peoplelogic access) - Access to only their individual Employee page, showing only their event data and recommenFew readersGetting Your Team Into Peoplelogic.ai
Congratulations on becoming a customer of Peoplelogic.ai and changing the way that your company manages teams. To get the most out of Peoplelogic.ai you will want to upload information about your teams. Fortunately, we've made that easy to do right from the Peoplelogic.ai interface. Follow the steps below to get started. First, click the gear and then click Import Data, as shown below: (https://storage.crisp.chat/users/helpdesk/website/797386d4321bc000/624e186b-bd9a-4fef-bd53-27fc17hgFew readersHow to Keep Peoplelogic In Sync with Microsoft O365
To start the O365 HR sync, please contact your Peoplelogic Customer Success Manager to choose a full organizational sync or partial sync. If you want to sync your entire organization to the Peoplelogic platform, please connect the O365 integration to PL. EacFew readersSecurity Measures
Peoplelogic.ai is committed to ensuring that data provided to Peoplelogic through use of our Peoplelogic.ai service (“Customer Data”) is protected. To that end, we take the following measures with respect to the security of that data.Few readersPeoplelogic Data Sub-processors
Peoplelogic.ai uses a variety of third-party services to deliver our core service and process subscriptions and handle additional processes around actions such as marketing automation. The now current list will always be updated here.Few readersHow do I terminate an admin of our organization?
Occasionally there comes a time when the person that administers your Peoplelogic.ai organization needs to leave the company. First, appoint someone as a new administrator and change their role to Admin (just edit their profile and select the new role). Then, change the outgoing admin's role to Employee. Finally, select the Terminate button to deactivate them in your organization.Few readersControlling Your Notification Preferences
Peoplelogic.ai makes it easy for you to control where and how frequently you get different digests about your team. To get started, login to Peoplelogic.ai and click your avatar in the top right. Click My Preferences to begin changing your notification preferences. On the screen above, you can choose to disable email or Slack notifications entirely or choose to enable or disableFew readersPeoplelogic For Employees
Thanks for your interest in Peoplelogic! If you're on this page, then your organization is using Peoplelogic (or considering using Peoplelogic) to help improve how their teams operate. Companies like yours are using Peoplelogic to: Help managers have visibility into each team member's capacity Save time pulling reports and analyzing data that is fragmented across tools Help managers and leaders understand and improve how teams impact each other Create a data-driven context foFew readers
StayFactor
What is StayFactor?
Peoplelogic.ai’s StayFactor is a measure of your team’s employee and manager experience. Why is it Important? Every employee at your company has their own experience with their team, their managers, their work, and the company’s culture. Their own personality traits along with their daily experience with their manager are critical factors as to whether that employee is likely to succeed and remain at the company over the long run. StayFactor lets you see how the employee’s experience ebFew readersSome Users Don't Have a StayFactor - How Can I Fix That?
This is usually a perfectly normal occurrence. When you first start using Peoplelogic.ai, we don't have much information about your team. We need a minimum number of activities assigned to each employee and we need enough of those activities to be able to generate at least a baseline personality profile. Until we gather that information, you'll see "Unknown" next to the employees in tables and lists or a note saying that the StayFactor will be generated as more activity is gathered on the indFew readersHow to Read & Interpret StayFactor
Understanding StayFactor at its Core What is StayFactor? How does the algorithm work? StayFactor is Peoplelogic’s proprietary, patent-pending algorithm that measures engagement levels to help People Leaders, HR Managers, and the Executive Team combat burnout while decreasing turnover. At its core, StayFactor continuously aggregates engagement and burnout factors. Whether you are measuring activity levels, meeting durations, connectivity levels, work-life balance, workload stabFew readers
Integrations
HubSpot Setup
Introduction The Peoplelogic.ai HubSpot integration allows you to authorize Peoplelogic to aggregate events from your HubSpot CRM account. See What Events Does Peoplelogic.ai Process from HubSpot for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set up the integration. The HubFew readersZoom Meetings Setup
Introduction The Peoplelogic.ai Zoom integration allows you to connect your Zoom Meetings and Webinars account to Peoplelogic.ai with one click. See What Events Does Peoplelogic.ai Process from Zoom for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set up the integration. YouFew readersAtlassian Confluence Setup
Introduction The Peoplelogic.ai Atlassian Confluence integration allows you to use one of your Confluence users to aggregate information about your wiki-based knowledge activity from your Confluence server. See What Events Does Peoplelogic.ai Process from Confluence for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to tFew readersGitLab Setup
Introduction The Peoplelogic.ai GitLab integration allows you to use personal access tokens from GitLab.com or GitLab Server to aggregate events from the repositories that the access token has permission to access. See What Events Does Peoplelogic.ai Process from GitLab for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administratorFew readersGitHub Setup
Introduction The Peoplelogic.ai GitHub integration allows you to use your GitHub Personal access token to aggregate events from either github.com or a GitHub Enterprise server. See What Events Does Peoplelogic.ai Process from GitHub for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set up the iFew readersFigma Setup
Introduction The Peoplelogic.ai Figma integration allows you to use personal access tokens from your Figma account events from the teams that the access token has permission to access. See What Events Does Peoplelogic.ai Process from Figma for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set uFew readersWhat Events Does Peoplelogic Aggregate From Freshservice?
Peoplelogic uses the v2 REST API from Freshservice to aggregate the following events. For reference, the task events match similar events in project management tools such as Asana and the case events match the events from other support systems like Zendesk. Future iterations of Lexi will allow you to use "tickets" in place of "cases": Task Added ✅ Task Completed ✅ Task Updated Case Created ✅ Case Unassigned Case Assigned ✅ Case Resolved ✅ Case ClosedFew readersClockify Setup
Introduction The Peoplelogic.ai Clockify integration allows you to use API keys from your Clockify account to aggregate information on the time entries from teams that the api key has permission to access. See What Events Does Peoplelogic.ai Process from Clockify for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to thisFew readersGoogle Sheet Setup
Because Peoplelogic can't build native connections to EVERY tool you use, we helped bridge the gap with our Google Sheet Integration. We've made an easy way for you to upload events from tools that we don't support yet - for example, do you have a demo scheduling program for your SDR team? Export the information from that tool into a simple Google Sheet and import it into Peoplelogic to connect your CRM data to your demo data. You can even use them as Key Metrics or in your Lexi dashboards.Few readersWhat Events Does Peoplelogic.ai Process From GSuite?
Peoplelogic.ai uses the latest Google APIs to aggregate events from the organizations (domains) that the configured account has access to. Out of the box we aggregate the following events: Recurring Meeting Scheduled Invited to Recurring Meeting Meeting Scheduled Invited to Scheduled Meeting Meeting Updated Meeting Canceled Sent Email (received emails are not logged and body of emails is not logged) Document Created (contents are not stored, simply a summFew readers8x8 Cloud Phone Setup
Introduction The Peoplelogic 8x8 Cloud Phone integration allows you to use one of your 8x8 PBX users to aggregate information about your call activity from your 8x8 instance. See What Events Does Peoplelogic.ai Process from 8x8 for more information on the events that Peoplelogic aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set up the integratiFew readersSlack Setup
Introduction The Peoplelogic.ai Slack integration adds a bot to your Slack workspace and allows you to connect to Peoplelogic.ai with one click. See What Does the Peoplelogic.ai Slack Application Do and What Event Does Peoplelogic aggregate from Slack for more information on the events that Peoplelogic.ai aggregates and how to use the Slack application. NB: Lexi by Peoplelogic.ai will only aggregate information aboutFew readersDigite SwiftKanban Setup
Introduction The Peoplelogic.ai SwiftKanban integration allows you to use your SwiftKanban Integration user to aggregate events from your SwiftKanban account. See What Events Does Peoplelogic.ai Process from SwiftKanban for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set up the integration.Few readersCan I rename the Lexi Slack bot to something that matches my organization's culture?
Absolutely! Some customers prefer a shorter name or something catchy that mirrors their company culture. To do that - you need to go to the Slack workspace administration in your web browser by navigating to https://<>.slack.com/apps. and clicking Manage in the upper right: Search the list for Lexi by Peoplelogic.ai and click tFew readersIntercom Setup
Introduction The Peoplelogic.ai Intercom integration allows you to authorize Peoplelogic to aggregate events from your Intercom.io account. See What Events Does Peoplelogic.ai Process from Intercom for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set up the integration. The IFew readersWhat Events Does Peoplelogic.ai Process from Zendesk?
Peoplelogic.ai uses the latest Zendesk Support REST API to aggregate events from the Zendesk accounts that the API key and secret has access to. Out of the box we aggregate the following events: Case Created ✅ Case Updated Case Resolved ✅ Case Closed Case Reopened Case Assigned ✅ Comment ✅ Good KPI choices for this integration Metadata Additionally, Peoplelogic aggregates the following metadata for Zendesk events. This data may be used in advanced modeFew readersFreshservice Setup
Introduction The Peoplelogic.ai Freshservice integration allows you to use a Freshservice API key to aggregate information about your service desk activity from your Freshservice instance. See What Events Does Peoplelogic.ai Process from Freshservice for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to haveFew readersWhat Events Does Peoplelogic Aggregate from Asana?
Peoplelogic.ai uses the latest Asana REST API to aggregate events from the projects that the connected user has access to. Out of the box we aggregate the following events: Comment Task Added ✅ Task Completed ✅ Task Reopened ✅ Task Updated Task Deleted Task Assigned ✅ Task Unassigned Task Due Date Changed Subtask Added Attachment Added Attachment Removed ✅ Good KPI choices for this integration Metadata Additionally, PeoplelogiFew readersWhat Events Does Peoplelogic.ai Process From Atlassian Jira?
Peoplelogic.ai uses the latest Jira REST API to aggregate events from the Projects that the configured personal access token has access to. Out of the box we aggregate the following events: Comment Issue Created ✅ Issue Status Changed Issue Reopened ✅ Issue Resolved ✅ Issue Priority Changed Issue Estimate Changed Issue Fix Version Changed Issue Affects Version Changed Issue Story Points Changed Issue Sprint Changed ✅ Issue Status ChangedFew readersWhat Events Does Peoplelogic Aggregate From Greenhouse
Peoplelogic uses the latest Harvest API from Greenhouse to aggregate the following events: Follow up Scheduled Note Left Stage Changed ✅ Interview Scheduled Offer Made ✅ Offer Accepted ✅ Offer Updated Candidate Rejected Candidate Created ✅ Candidate Assigned Candidate Tagged Candidate Unhired Candidate Unrejected Candidate Moved Candidate Merged Prospect Created ✅ Prospect Rejected Prospect Advanced ✅ ✅ GoodFew readersWhat Events Does Peoplelogic.ai Process from Clockify?
Peoplelogic uses the latest REST API from Clockify to aggregate a limited set of events. Currently, Peoplelogic aggregates: Task work logged (time entries) ✅ ✅ Good KPI choices for this integration Metadata Additionally, Peoplelogic aggregates the following metadata for Clockify events. This data may be used in advanced models and may not be queried directly: Tags Task Name Task ID Name Workspace ID Workspace Name Start time End time DurationFew readersAtlassian Jira Setup
Introduction The Peoplelogic.ai Atlassian Jira integration allows you to use one of your Jira users to aggregate information about your engineering, support and product team activity from your Jira instance. See What Events Does Peoplelogic.ai Process from Jira for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this pFew readersClose CRM Setup
Introduction The Peoplelogic.ai Close CRM integration allows you to use API Keys from Close CRM to aggregate events from your sales team. See What Events Does Peoplelogic.ai Process from Close CRM for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set up the integration. You muFew readersMapping External Usernames to Employees
Some external systems don't allow the API keys to access the email addresses of the users doing various activities. In those systems, if you want employees to have their external system events mapped to their Peoplelogic.ai account, you will need to enter a mapping for the external username. This can be done during initial setup by importing a CSV, when you add a new employee through the Peoplelogic.ai interface or when editing an employee. The mapping interface can be found on the final stagFew readersWhat Events Does Peoplelogic Aggregate from Figma?
Peoplelogic.ai uses the latest Figma REST API to aggregate events from the Teams that you grant access to. The Figma API is incomplete still, so we will update the event aggregation as it progresses. Out of the box we aggregate the following events: Mockup Document Created ✅ Mockup Document Updated ✅ Comment ✅ Good KPI choices for this integrationFew readersHow to Integrate Peoplelogic's Lexi bot into Public Slack Channels
What is Lexi AI? At the heart of Peoplelogic.ai sits Lexi AI, our proprietary algorithm that helps your team engage, connect, and perform better. Lexi uses natural language querying so you can communicate with the AI more intuitively, whether you're in our Peoplelogic application, or your favorite team communication tool like Slack. Discover how to connect Lexi to public Slack channels below! Main Slack Integration Prerequisites Ensure your org has connected the main Slack integrationFew readersWhat Events Does Peoplelogic.ai Process from GitLab?
Peoplelogic.ai uses the latest GitLab REST API to aggregate events from the Projects that the configured personal access token has access to. Out of the box we aggregate the following events: Commits Push to Origin ✅ Account Created Comments (issue comment) Issue Created ✅ Issue Closed ✅ Issue Updated Issue Reopened ✅ Milestone Created Milestone Closed Merge Request Opened ✅ Merge Request Closed ✅ Merge Request Approved MergeFew readersWhat Events does Peoplelogic Aggregate from Basecamp?
Peoplelogic.ai uses the latest Basecamp 3 REST API to aggregate events from the Projects that you grant access to. Out of the box we aggregate the following events: Message created Message removed Message archived Message updated Comment Document created ✅ Documented deleted Document archived Document updated Upload added (also called attachment added in Lexi) ✅ Upload removed (also called attachment removed in Lexi) Upload archived (also calledFew readersWhat Events Does Peoplelogic.ai Aggregate from Intercom.io?
Peoplelogic.ai uses the latest Intercom.io REST API to aggregate events from the Intercom workspaces that you grant access to. Out of the box we aggregate the following events: Contact Created Contact Updated Support Chat Started ✅ Support Chat Closed ✅ Support Chat Reopened ✅ Support Chat Assigned Support Chat Updated Note Event Sent (these are CRM specific vs the ones from tools like Slack) ✅ Good KPI choices for this integration Advanced InsighFew readersWhat Events Does Peoplelogic.ai Aggregate from Zoom
Peoplelogic.ai uses the latest Zoom REST API to aggregate events from the Zoom accounts that you have authorized. Out of the box we aggregate the following events: Video Meeting Scheduled Video Meeting Held ✅ Recurring Video Meeting Scheduled Instant Video Meeting Scheduled ✅ Good KPI choices for this integrationFew readersMerge.dev HRIS Integration Partnership
We are thrilled to announce that we’ve partnered with Merge.dev to bring you the latest integration technology! This new partnership enables easy integration activation and syncs with countless HRIS tools, saving time for your people teams to focus on what really matters. To integrate with any Merge.dev HRIS system, you will nFew readersMicrosoft (Office) 365 Setup
Introduction The Peoplelogic.ai Microsoft 365 (formerly Office 365) integration allows you to use to aggregate events from your Microsoft 365 domains. See What Events Does Peoplelogic.ai Process from Office 365 for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set up the integration.Few readersWhat Events Does Peoplelogic.ai Process From GitHub?
Peoplelogic.ai uses the latest GitHub REST API to aggregate events from the Projects that the configured personal access token has access to. Out of the box we aggregate the following events: Commits Push To Origin ✅ Pull Request Comment Comment (issue comment) Issued Created ✅ Issue Updated Issue Reopened ✅ Issue Closed ✅ Favorites Pull Request Opened ✅ Pull Request Closed Pull Request Review Branch Created Wiki Article Created (artFew readersWhat Events Does Peoplelogic.ai Process from Trello?
Peoplelogic.ai uses the latest Trello REST API to aggregate events from the accounts that the connected user has access to. Out of the box we aggregate the following events: Card Created (a card was created) ✅ Card Updated (rename the card or update the description) Card Status Changed (the movement of the card across the board like from backlog to In Development) ✅ Card Position Changed Card Assigned ✅ Card Due Date Changed Card UnassigneFew readersWhat Events Does Peoplelogic.ai Process From HubSpot CRM?
Peoplelogic.ai uses the latest HubSpot REST API to aggregate events from the HubSpot accounts that the API token has access to. Out of the box we aggregate the following events: Company Created Company Updated Contact Created Deal Contract Sent Deal Stage Changed Deal Date Changed Deal Won ✅ Deal Lost ✅ Deal Created ✅ Call Event Created ✅ Meeting Event Created ✅ Task Event Created ✅ Note Event Created ✅ Engagement Updated EmailFew readersWhat Events Does Peoplelogic.ai Aggregate from Copper CRM?
Peoplelogic.ai uses the latest Copper CRM REST API to aggregate events from the Copper CRM accounts that the API token has access to. Out of the box we aggregate the following events: Company Created (also called Account Created in Lexi) Company Updated (also called Account Updated in Lexi) People Created (also called Contact Created in Lexi) People Updated (also called Contact Updated in Lexi) Lead Created ✅ Lead Updated Opportunity Contract Sent Opportunity WFew readersWhat Events Does Peoplelogic.ai Process from Close CRM?
Peoplelogic.ai uses the latest Close CRM REST API to aggregate events from the Close CRM accounts that the API key has access to. Out of the box we aggregate the following events: Account Created (a Close CRM Lead if marked as a Customer) ✅ Account Updated Lead Created ✅ Lead Updated Lead Status Changed Lead Converted To Customer ✅ Contact Created ✅ Contact Updated Opportunity Contract Sent Opportunity Stage Changed Opportunity Won ✅ OFew readersAsana Setup
Introduction The Peoplelogic.ai Asana integration allows you to authorize Peoplelogic to aggregate events from your Asana projects. See What Events Does Peoplelogic.ai Process from Asana for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set up the integration. The Asana integrFew readersWhat Events Does Peoplelogic Aggregate From Slack?
The Slack aggregator is slightly different than our other aggregators in that it does require some setup on the Slack side of the integration. What Peoplelogic Aggregates Peoplelogic analysis individual messages within public and private slack channels that the Peoplelogic Slack Application has been invited into. It then analyzes these messages to see whether this was a single message sent or whether you were participating in a broader conversation (and collects some statistics about thFew readersWhat Events Does Peoplelogic.ai Process from Digite SwiftKanban?
Peoplelogic.ai uses the latest SwiftKanban REST API to aggregate events from the accounts that the entered integration user has access to. Out of the box we aggregate the following events: Card Created ✅ Card Updated Card Status Changed (the movement of the card across the board like from backlog to In Development) ✅ Card Assigned ✅ Card Unassigned Card Due Date Changed ✅ Card Estimate Changed Card Priority Changed Card CompleFew readersWhat is the "Block Scheduled" Event?
Question: I see a "Block Scheduled" event in some of the reports and dashboards for my team. What is this event? Answer: This event comes from integrations like Microsoft 365 or Google Suite. When you have short events (less than 2 hours) scheduled on your calendar where you're the only attendee, this event is logged. Block scheduling your day can be an effective way to gain focus time. For more information, see this article. (https://www.lifehack.org/870363/what-is-block-schedulinFew readersWhat Events Does Peoplelogic.ai Process from Zoho CRM?
Peoplelogic.ai uses the latest Zoho CRM REST API to aggregate events from the Zoho accounts that the OAuth token has access to. Out of the box we aggregate the following events: Account Created Account Updated Lead Created ✅ Lead Updated Contact Created Contact Updated Opportunity Contract Sent Opportunity Amount Changed Opportunity Stage Change Opportunity Won ✅ Opportunity Lost ✅ Opportunity Created Task Event Created ✅ Meeting EvenFew readersZendesk Setup
Introduction The Peoplelogic.ai Zendesk integration allows you to use a Zendesk username and API token to aggregate information about your support team activity from your Zendesk Support account. See What Events Does Peoplelogic.ai Process from Confluence for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page toFew readersGreenhouse Recruiting Setup
Introduction The Peoplelogic.ai Greenhouse integration allows you to use API Keys from Greenhouse to aggregate events from the organizations that the API Key has permission to access. See What Events Does Peoplelogic.ai Process from Greenhouse for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them sFew readersZoho CRM Setup
Introduction The Peoplelogic.ai Zoho CRM integration allows you to use your Zoho CRM OAuth Connection to aggregate events from your Zoho CRM account. See What Events Does Peoplelogic.ai Process from Zoho CRM for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set up the integration.Few readersWhat Events Does Peoplelogic.ai Process from Office 365?
Peoplelogic.ai uses the latest Office 365 Graph API to aggregate events from the organizations (domains) that the configured service account has access to. Out of the box we aggregate the following events: Recurring Meeting Scheduled Invited to Recurring Meeting Meeting Scheduled Invited to Scheduled Meeting Meeting Updated Meeting Canceled Sent Email (received emails are not logged and no email body kept) Including separation of internal emails sent vs extFew readersIs it possible to hide channel join messages in Slack?
Some customers prefer to reduce the noise in Slack channels - particularly when there are a lot of coming and going within the channels. Slack requires that you do this as a Workspace admin and describes the process here: https://slack.com/help/articles/115002695043-Manage-join-and-leave-messages- If you need further help, please don't hesitate to reach out to your Customer Success Manager.Few readersTrello Setup
Introduction The Peoplelogic.ai Trello integration allows you to authorize Peoplelogic to aggregate events from your Trello boards. See What Events Does Peoplelogic.ai Process from Trello for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set up the integration. The Trello inteFew readersWhat Events Does Peoplelogic Aggregate from 8x8?
Peoplelogic uses the latest 8x8 Analytics for Work REST API to aggregate and provide insights on call information from your PBX. Out of the box we aggregate the following events: Incoming Call Received ✅ Internal Call Made Internal Call Received Outgoing Call Made ✅ ✅ Good KPI choices for this integrationFew readersCan I have more than one integration of each type?
Absolutely. If you have different installations of the different systems, just repeat the process for each one, giving each a unique name. If the integration requires a username mapping, just be sure to add the mapping on each employee that needs it for both integrations.Few readersWhat Events Does Peoplelogic.ai Process from Atlassian Confluence?
Peoplelogic.ai uses the latest Confluence REST API to aggregate events from the Spaces that the configured personal access token has access to. Out of the box we aggregate the following events: Confluence Space Created ✅ (this KPI could mean data is dispersed) Confluence Space Updated Confluence Blogpost Written (also confluence article written in Lexi) Confluence Blogpost Updated (also confluence article updated in Lexi) Comment Confluence Attachment Added ConflFew readersBasecamp Setup
Introduction The Peoplelogic.ai Basecamp integration allows you to authorize Peoplelogic to aggregate events from your Basecamp projects. See What Events Does Peoplelogic.ai Process from Basecamp for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this page to have them set up the integration. The BasFew readersSalesforce Setup
Introduction The Peoplelogic.ai Salesforce integration allows you to use one of your Salesforce users to aggregate information about your deals, events, and sales activity from your Salesforce account. See What Events Does Peoplelogic.ai Process from Salesforce for more information on the events that Peoplelogic.ai aggregates. Prerequisites You must have admin access to your Peoplelogic.ai account. If you don't, point your administrator to this pFew readersWhat Events Does Peoplelogic.ai Process from Salesforce?
Peoplelogic.ai uses the Salesforce SOAP API (v45 as the the date of this writing) to aggregate events from that the configured username, password and security token has access to. Out of the box we aggregate the following events: Contact Created Contact Updated Account Created Account Updated Opportunity Created ✅ Opportunity Date Changed Opportunity Amount Changed Opportunity Won ✅ Opportunity Lost ✅ Opportunity Stage Changed Lead CreatedFew readers
Insights
Meet Lexi - The Peoplelogic AI Persona
At the heart of Peoplelogic.ai sits Lexi - the AI that helps your team perform better. Lexi helps you access insights, sends you daily and weekly reminders about what's important, and ensures you get the most out of Peoplelogic on your way to an improved employee experience. Lexi uses natural language so you can communicate with the AI intuitively, whether you're in our own application, or your favorite team communication tool like Slack. In an effort to make it as easy as possible to communiFew readersHow to Build Insights Dashboards, Customize Queries, & Interpret Event Signals
Introduction Today we are learning how to build insights dashboards, customize search queries, and interpret event signals using Peoplelogic. Insights dashboards aggregate integration-specific event data (which populate from each tool your org has connected) and effectively allow your people leaders and team managers to search for and find deeper disengagement patterns/trends signaling potential burnout and/or attrition. How To Build an Insights Dashboard Log in to Peoplelogic.aiFew readersInsights Query Library
At the heart of Peoplelogic.ai sits Lexi - the AI that helps your team perform better. Lexi helps you access insights, sends you daily and weekly reminders about what's important, and ensures you get the most out of Peoplelogic on your way to an improved employee experience. Lexi uses natural language so you can communicate with the AI intuitively, whether you're in our own application, or your favorite team communication tool like Slack. In an effort to make it as easy as possible to communiFew readers