👨🔧User Setup Guide
The setup guide for configuring your personal AI settings
CustomerIQ exists to automate the tedious administrative work you experience after any call, meeting, or email. Every user has control over the day-to-day behavior of CustomerIQ
What to expect after connecting CustomerIQ:
Inbox: Your emails are automatically categorized according to your workspace email categories
Draft replies: You can opt to have CustomerIQ's agent, Quinn, draft replies to important emails in your tone and style
Draft follow-ups: You can opt to have Quinn draft follow-ups to conversations that need a nudge
Meeting follow-ups: Quinn will draft meeting follow-up emails after every meeting
CRM object planning approvals: After conversations CustomerIQ will recommend which records to create, update, and assign. You will be notified to approve any actions that require approval.
The Setup Sequence
You'll want to get familiar with these two areas to make CustomerIQ fit your day-to-day workflow:
My Assistant Settings
Notification Settings
Managing notifications with the inbox
Let's get started!
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