How to set up your OpenAI API key for AI features (RecordAI and Activity Summarizer)
This article is for Match My Email customers setting up their OpenAI API key for AI features like RecordAI and Activity Summarizer. Setup is easy and takes just a few minutes. We designed our Activity Summarizer so customers can connect their org directly to OpenAI. This is for a few important reasons: It’s easy to […]
AI Activity Summarizer Troubleshooting Tips
If you are seeing this alert message, we suggest the following troubleshooting steps. Confirm that API is enabled for the User’s profile that is seeing this error. Navigate to the Profile for Users getting the Summarizer error. Scroll down to the Administrative Permissions section. There should be a feature listed for API Enabled. If […]
Creating a Debug Log in Salesforce
Actions in Salesforce that are resulting in errors can be tricky to troubleshoot. It can sometimes be helpful to run a debug log. Errors can be detailed there and help provide direction on where settings or permissions are resulting in the error. This can be especially helpful for the AI Activity Summarizer feature available with […]
Using the Email Sync Assistant
The Email Sync Assistant will present a list of individuals with email addresses to which Match My Email (MME) has not made a match. The addresses come from email messages on the MME Activity Dashboard. In most cases, the status of the message to or from the individual was a No Match. However, if an […]
Install Alert for Enhanced Email Activity Reports – Change Dashboard Colors
In rare cases, an install of the Match My Email Reports Package for Enhanced Email may fail due to a missing permission for the System Admin to Change Dashboard Colors. While almost all new Salesforce organizations grant the Change Dashboard Colors to a System Administrator, some older instances may not have this permission assigned. If […]
4.23. Alert Settings
MME will send email alerts to Users and Admins when connectivity is broken either for Salesforce or for email & calendar importing. Since periodic issues can occur with outages or maintenance cycles, the app will continue to try and make a successful connection for four (4) hours. If, after that amount of time, it is […]