Private meeting routing

How to steer CustomerIQ's meeting routing specific to your workspace

Most teams use CustomerIQ to record and summarize every meeting they attend. This often includes private, internal meetings that users may not want to share with their broader organization.

For this reason, each CustomerIQ workspace automatically routes meeting recordings between a user's default workspace folder and their private folder.

Adjusting the routing behavior

As a workspace admin, you can customize the default prompt that steers the AI in classifying meetings. This is helpful in cases where your team wants to share more or less of their meetings depending on your specific context.

To adjust the routing behavior as a workspace admin:

• Go to Settings > Apps & Integrations > Meeting Assistant

• Edit the classification prompt

Note: most teams will not need to make adjustments to this prompt. We make this available for special situations. You can always contact support to get help/advice on improving prompts in your workspace.

Moving meetings between folders

Just like any other workspace folder, users can move meetings between their private folder and workspace folders by selecting the meeting in the index list and choosing to "Move to folder".

Learn more about moving submissions between folders here.