Frequently asked questions

Important: a user must activate their licence before they can use the Constellia application.

Receive your licence activation link

Important: once the licence activation is complete, the user will be taken to the application download page.

Resend the activation link

Troubleshooting and support

How do I activate a licence?

Improve Constellia's knowledge

Manage memory

Edit or delete answers

What is the purpose of the "AI Training" form and how do you manage the memory?

Note: removals always take effect at the end of your commitment period. It is not possible to remove a licence immediately.

Steps to follow

How to delete licences when other deletions are already in progress

Access field configuration

Understanding the configuration interface

Individual configuration:

Global configuration:

Important: you can stop configuration at any time, but complete configuration of all properties is required for the application to function properly.

Configure properties

Verification and completion

How do I configure my CRM?

Important: connecting at least one CRM is required for the Constellia application to work. This integration synchronizes data in real time with your CRM and provides personalized recommendations tailored to your customers and opportunities.

How to connect your CRM

Troubleshooting

Additional information

How do I connect my CRM?

Important: a user must activate their licence before they can receive the download link.

Receive the download link

Important: if the user has not yet activated their licence, they must finish that process to access the application download page. In that case, you can resend a licence activation link. At the end of the activation process, they will be taken directly to the application download page.

Resend the download email

How do I download the Constellia application?

Step 1: Key information about your organization

Step 2: Subscription selection

Step 3: CRM connection and field configuration

At this stage, your users can start using the tool.

Step 4: User assignment

Getting started with Constellia: Configuration guide

, you can improve the relevance of Constellia's recommendations by:

Refine the information about your organization to get more precise recommendations.

1. Strengthen the information provided in the "Method" section

Boost personalization by answering questions about your organization.

2. Use Constellia's AI training feature

Via the Constellia admin portal:

Via your CRM settings:

Provide context and help Constellia process CRM data better.

3. Improve CRM property descriptions

4. Configure automatic email logging to the CRM

5. Connect your calendar to your CRM

How to improve the quality of Constellia's answers?

User types

Steps to invite users

Important: the number of licensed users or administrators you can add is limited by the number of available licences. You can, however, add as many unlicensed administrators as you want.

1. Add via CRM

2. Manual add

Important: this method only lets you add users. The number of users you can add is limited by the number of available licences.

3. Add users via CSV file

How do I invite users and assign licences?

Available options

Important: before your current subscription ends, you can cancel the licence removal and return to your initial subscription.

1. View the licence expiration date

Important: you can sort the Licence column in the users table to quickly identify users with licences that will expire soon.

2. Identify users with licences nearing expiration

How can I view information about expiring licences?

The more detail and precision you add in the Method tab, the more relevant Constellia's recommendations and answers will be.

What is the Method section for?

Access your Method

Edit or add information to a category

The goal of this section is to refine the quality of Constellia's answers and provide personalized recommendations.

Saving changes

What is the purpose of the Method section and how can it be completed?

Warning: changing the default CRM has major consequences on the relevance of Constellia's recommendations.

Access the integration feature

Important: the default CRM is the one the tool will prioritize as the main data source. Make sure you select the CRM most used by your sales teams.

Connect a second CRM

Manage the default CRM

Remove a CRM

Can I connect multiple CRMs?

Note: you cannot modify the administrator rights of your own account. If you want to remove your administrator rights, ask another administrator to remove them for you. If you do not have other administrators, you will need to assign one before removing your rights.

Remove the administrator role

Licensed administrator: if you remove the administrator role from an administrator who has a licence, they will keep access to the application.

Key points to remember

How do I remove an administrator's access to the portal?

Important: if only one CRM is connected, it cannot be disconnected because it is essential for the application to work. To disconnect your last CRM, contact Constellia support for help.

Important information

Steps to remove a CRM

How do I remove access to my CRM?

Important: this action reduces the total number of licences in your subscription, which can affect your billing and future subscription management. If you remove a licence from your subscription, it will be permanently removed at the end of the current subscription period (quarterly or annual depending on your plan).

Important

Important note: if you want to fully unsubscribe from Constellia, select the total number of licences in your current subscription and finalize the removal process.

Remove licences from your subscription

Important note: you can cancel licence removal at any time before the end of your current subscription period. To do so, go to the "Subscription" section and click the cancel button.

Finalize the removal

How do I remove licences from my subscription?

Remove a licence from one user:

Remove licences from multiple users at once:

Important note: if you remove a licence from an administrator, they will keep access to the admin portal. To remove access to the admin portal, follow this procedure:

Remove a licence

How can I remove licences from users?

Who can reset two-factor authentication?

You cannot reset your own two-factor authentication from the users table. If you want to reset two-factor authentication for your account, follow the instructions below.

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