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 your assistant
      • Step 2: Set up mobile device for audio recording
      • Step 3: Configure Slack
      • Working in CustomerIQ
    • Email Assistant FAQs
    • Meeting Recording FAQs
    • Calendar Integration FAQs
  • Product Guides
    • 🤖Meeting Recording
      • Zoom Admin Settings to Avoid Common Zoom Recording Errors
      • Zoom OAuth Integration
      • Creating and sharing clips
    • 🗃️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
    • Webhooks
    • CSV Import
    • Integrations
      • Redtail
      • Zoom
      • Microsoft Teams
      • Salesforce
      • Gong
      • HubSpot
      • Zendesk
      • Slack
      • Zapier
    • What languages does CustomerIQ support?
  • Contact support
  • Go to CustomerIQ app
Powered by GitBook
On this page
  1. Product Guides
  2. Finding Insights with Views

Discover top pain points

How to use a view to discover pain points

PreviousChartsNextDiscover top feature requests

Last updated 8 months ago

You can quickly discover customer or user pain points from your data by using views, filters, and the discover feature.

  1. Go to Views and click "New View"

  2. Select filter

  3. Add condition

  4. Category = Pain point

  5. Apply

  6. Discover

After the discover analysis is complete, the view will group by tags which should summarize the top pain points in view.

🗃️