# User Setup Guide

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:

{% stepper %}
{% step %}
**My Assistant Settings**
{% endstep %}

{% step %}
**Notification Settings**
{% endstep %}

{% step %}
**Managing notifications with the inbox**

{% endstep %}
{% endstepper %}

Let's get started!


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