👨‍🔧User Setup Guide

How to set up your assistant to automate email a

Register with your workspace

1. You should have received an invite to your workspace from a workspace admin. Follow the link in the invite to register in your workspace.

Connect your inbox

1. Configure Google or Outlook and make sure to grant all required permissions

Set your default folder to a workspace folder

1. Go to Settings > My Apps

2. Under the Default Folders section, set your default folders to your team (typically "Sales" or "Customer Success" or some description set by your admin)

3. Review your settings. Scroll through the My Apps settings and review the defaults. This is where you can adjust whether your assistant drafts replies, meeting follow-ups and other features.

What to expect

Example morning email from CustomerIQ

Each morning

• You will receive an email from CustomerIQ with notice of today's follow-ups. You can find each follow-up drafts in the "Follow-up ready" category in your inbox

When emails arrive

• As emails arrive in your inbox they will be automatically categorized

When an email "Needs Reply"

• After emails are marked Needs Reply, your assistant will draft a reply in your voice, using content and knowledge added to your workspace by your admin.

During meetings

• Where permitted, your assistant will join any Zoom, Google Meet, or MS Teams meeting to take notes

After meetings

• Meeting Follow-ups: Go to your inbox and visit the "Meeting Follow-Up" category to find a draft email written to meeting participants

• CRM Data Entry: You will be notified of any contact, account, or deal properties found by your assistant. These are automatically updated in your CRM.