🧑‍🤝‍🧑Workspace Setup Guide

A guide for admins setting up their CustomerIQ workspace

Welcome to CustomerIQ!

You've taken the first step toward saving your team hours per week and organizing every conversation in one place.

We work to establish thoughtful defaults throughout your workspace. This is your guide to reviewing and adjusting your workspace to fit your team perfectly.

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The Setup Sequence

You'll want to get familiar with these six areas to make your workspace work best for your team:

1

Configure your CRM or AMS

2

Set Properties & Automation Rules

3

Review Email Categories and Logging

4

Review Call Types and Coaching Criteria

5

Review Ticket Pipelines and Stages

6

Invite Members and Set Responsibilites

7

Add Knowledge to Knowledge Base

8

Connect VoIP Provider for Call Logging

Let's get started!