PSAI Help Articles

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Com Portal
Ads Manager
Troubleshooting
Best Practices
Billing & Accounts

Common Problems

  • Beginners' Guide to Ads Manager
  • Your PSAI Starter Pack: 3 Recommended Apps
  • How to Prepare for Your PSAI Onboarding Call
  • Guide to PSAI Site Conversion Tools
  • How to Save a PSAI Shortcut to Your Phone or Tablet Home Screen

Learn About PSAI

Our Technology

  • AI Customer Insights
  • Predictive Insights
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Our Process

  • PSAI & Facebook
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Explore the Features

Getting Started

  • Links and Resources
  • Launch Guides
  • Lead Flow
  • Welcome to PSAI! Your Step-by-Step Guide to Get Started
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Dashboard

  • Overviews & Guides
  • FAQs
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Com Portal

  • Overviews & Guides
  • FAQs & Troubleshooting
  • How Tos
  • Best Practices
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Ads Manager

  • Overviews & Guides
  • FAQs & Troubleshooting
  • How-Tos
  • Best Practices
See All

Site Tools

  • Overviews & Guides
  • FAQs & Troubleshooting
  • How Tos
  • Best Practices
See All

Weather

  • Overviews & Guides
  • FAQs & Troubleshooting
  • How-Tos
  • Best Practices
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Reputation Manager

  • Overviews & Guides
  • FAQs & Troubleshooting
  • How-Tos
  • Best Practices
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Notification Center

  • Overview & Guides
  • FAQs & Troubleshooting
  • How-Tos
  • Best Practices
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Solve Technical Hurdles

Troubleshooting

  • Ads Manager Troubleshooting: Links and Resources
  • Com Portal Troubleshooting: Links and Resources
  • Weather Troubleshooting: Links and Resources
  • Site Tools Troubleshooting: Links and Resources
  • Visual Quoter Troubleshooting: Links and Resources
  • LISA Connection Troubleshooting: Links and Resources
  • PSAI Account Troubleshooting: Links and Resources
  • Reputation Manager Troubleshooting: Links and Resources
See All

How To

  • How to Disable Ad Blocker in Your Internet Browser
  • Ads Manager How-Tos: Links and Resources
  • Com Portal How-Tos: Links and Resources
  • Weather How-Tos: Links and Resources
  • Marketing Sources How-Tos: Links and Resources
  • Visual Quoter How-Tos: Links and Resources
  • LISA Connection How-Tos: Links and Resources
  • PSAI Account How-Tos: Links and Resources
  • Reputation Manager How-Tos: Links & Resources
See All

Advance Your Playbook

Tips & Ideas

  • How Canvassers Can Use PSAI Tools While Doorknocking
  • Recommended Playbook for Handling Phone Call Leads Effectively
  • Ads Manager vs. Storm Campaigns: When to Use Which
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Best Practices

  • Ads Manager Best Practices
  • Com Portal Best Practices: Links and Resources
  • Weather Best Practices: Links and Resources
  • Marketing Sources Best Practices: Links and Resources
  • Visual Quoter Best Practices: Links and Resources
  • PSAI Account Best Practices: Links and Resources
  • LISA Connection Best Practices: Links and Resources
  • Reputation Manager Best Practices: Links & Resources
See All

Adjust Your Settings

PSAI Overviews

  • Overview: Integrations
  • Overview: Sunlight Financial Integration
  • Overview: Locations in PSAI
See All

PSAI Account How Tos

  • How to Resend the PSAI Login Invitation to a New User
  • How to Set Up Your Sunlight Financial Integration
  • How to Get Your Credentials to Set up the Sunlight Financial Integration
  • How to View Sales Tax on PSAI Subscriptions
  • How to Delete a Location
  • How to Update Business Hours, Licenses, and Other Settings
  • How to Add a New Location
  • How to Save User Phone Numbers in PSAI
  • How to Update Your Service Area Boundaries
  • How to Create and Assign Custom User Roles
  • How to Add External Users to PSAI
  • How to Update PSAI User Access
  • How to Update Your Company's Products
  • How to Save a PSAI Shortcut to Your Phone or Tablet Home Screen
  • How to Update Your Company Settings
  • How to Update Your Credit Card and Billing
  • How to Add a New User to PSAI
  • How to Delete an Integration
See All

PSAI Account FAQs

  • Why Is It Important to Keep Company Settings Updated?
  • Internal Users vs. External Users
  • What Are External Users?
  • What's Included in My PSAI Subscription Plan?
  • What Are the Different User Permissions in PSAI?
  • How Do I Upgrade My PSAI Account?
  • How Do I Cancel My PSAI Account?
  • What Is Included in My Support Plan?
See All

PSAI Account Troubleshooting

  • I Can't Delete a PSAI User
  • What Happened to Predictive Insights™ or Leads? (PSAI Tools Disappeared)
See All

Learn By Video

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