User Setup Guide
How to set up your assistant to automate email a
Last updated
How to set up your assistant to automate email a
Last updated
You should have received an invite to your workspace from a workspace admin. Follow the link in the invite to register in your workspace.
Configure Google or Outlook and make sure to grant all required permissions
Go to Settings > My Apps
Under the Default Folders section, set your default folders to your team (typically "Sales" or "Customer Success" or some description set by your admin)
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.
You will receive an email from "Quinn at CustomerIQ" with notice of today's follow-ups.
In Gmail: You can find each follow-up draft in the "Follow-up ready" label in your inbox
In Outlook: Search "Follow up ready" in the search bar and click the category label
As emails arrive in your inbox they will be automatically categorized
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.
Where permitted, your assistant will join any Zoom, Google Meet, or MS Teams meeting to take notes
Meeting Follow-ups: Go to your inbox and visit the "Meeting Follow-Up" category to find a draft email written to meeting participants
In Gmail: Click "Meeting Follow-Up" label on the left-side menu
In Outlook: Search "Meeting Follow Up" in the top search bar and click the category label
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.
