Help Docs
  • Start Guide
    • 🧑‍🤝‍🧑Workspace setup
      • Step 0: Learn the foundations
      • Step 1: Connect your CRM
      • Step 2: Set your properties
      • Step 3: Add content to library
      • Step 4: Invite your team
    • 👨‍🔧User setup
      • Step 1: Set up the Meeting Assistant
      • Step 2: Set up mobile device for audio recording
      • Step 3: Configure Slack
      • Working in CustomerIQ
    • Meeting Assistant FAQs
    • Calendar Integration FAQs
  • Product Guides
    • 🤖Meeting Assistant
      • Zoom Admin Settings to Avoid Common Zoom Recording Errors
      • Zoom OAuth Integration
    • 🗃️Finding Insights with Views
      • Charts
      • Discover top pain points
      • Discover top feature requests
      • Classify by custom tags
      • Tracking topics
      • Drilldown views
      • Hide group
    • 📑Projects
    • 📃Building Docs
    • 📁Folders
      • Private meeting routing
  • Data Guides
    • Understanding AI Credits
    • CSV Import
    • Integrations
      • Zoom
      • Typeform
      • Totango
      • Microsoft Teams
      • Tally
      • Salesforce
      • Pendo Feedback
      • Intercom
      • Hotjar
      • Grain
      • Google Forms
      • Gong
      • Facebook Groups
      • Confluence
      • Condens
      • Canny
      • Airtable
      • Notion
      • HubSpot
      • Productboard
      • Zendesk
      • OneDrive
      • Google Drive
      • Google Docs
      • Slack
      • Jira
      • Zapier
      • G2
    • What languages does CustomerIQ support?
  • Contact support
  • Go to CustomerIQ app
Powered by GitBook
On this page
  1. Start Guide

Workspace setup

Start here when setting up your first workspace

NextStep 0: Learn the foundations

Last updated 3 months ago

Follow our helpful start guide to get your workspace set up:

Step 0: Learn the foundations
Step 1: Connect your CRM
Step 2: Set your properties
Step 3: Add content to library
Step 4: Invite your team
🧑‍🤝‍🧑