Welcome to Predictive Sales AI Help Center
Adjust Your Settings
Find information on managing your company’s PSAI account, understanding billing, and more.
- 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
- 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?