Calendar Integration FAQs
Calendar Integration FAQ
How far into the future are calendar events synced?
4 weeks.
How long does CustomerIQ store calendar data?
CustomerIQ will retain calendar data up to 60 days in the past. Calendar events past 60 days are automatically removed and not available via the assistant.
How do I add the assistant to a calendar event via email?
You may prefer a user flow where you can invite an email (eg. notetaker@getcustomeriq.com) to any meeting, and the assistant will join.
Does the calendar integration support team/shared calendars?
Currently only the primary calendar of connected users are supported.
Why do I need to connect my calendar? I'm going to manually invite the notetaker
CustomerIQ requires each workspace member connect their calendar for a few crucial reasons:
To know when meetings are coming up and who is participating. As you'll see, CustomerIQ is packed with many wonderful features like meeting summaries and pre-meeting briefs. The calendar is key to all of this.
To determine which meetings the meeting assistant should join. After you connect your calendar you can adjust rules for when the CustomerIQ Meeting Assistant should automatically join to take notes.
To determine which workspace to send recordings. Even if you set the Meeting Assistant to only join when invited, you need to integrate your calendar so that we know which CustomerIQ workspace to link with meeting recordings.
Troubleshooting
I connected my calendar but my assistant didn't join
This happens when the user is connecting their calendar for the first time, and doesn't select the checkbox to allow your app to view their calendar events.
To resolve this, they should reconnect their calendar while ensuring to allow this scope.
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