Setting up your assistant

CustomerIQ's AI assistant integrates with your calendar and email to capture meeting context, take notes, draft emails, and automate administrative tasks.

This guide will walk you through:

1. Connecting Your Calendar and Email

2. Adjusting Settings for email, meeting recordings, auto-join, and meeting recaps

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1. Connect to Google or Outlook

1. Connect your calendar and email suite

   1. From Settings > My Apps connect either your Google or Outlook account
2. From your inbox, enable Conversation View Enabling Conversation View organizes your emails by threading messages and drafts CustomerIQ adds together, making it easier to follow discussions and quickly send drafts.

Important: Enable Conversation View

For the email assistant to work properly, please set your inbox to Conversation View.

How to enable in Gmail

1. On a Computer:

   1. Open Gmail

   2. At the top right, click the Settings gear icon and then select See all settings.

   3. In the General tab, scroll down to the Conversation View section.​

   4. Select Conversation view on.

   5. Scroll to the bottom and click Save Changes.​

   On an Android Device:

   1. Open the Gmail app.​

   2. Tap the Menu icon (three horizontal lines) in the top left corner, then select Settings.​

   3. Tap General settings.

   4. Check the box for Conversation view to enable it.​

   On an iOS Device:

   1. Open the Gmail app.

   2. Tap the Menu icon (three horizontal lines) in the top left corner, then select Settings.​

   3. Tap your account.​

   4. Toggle Conversation view on.​

How to enable in Outlook

For Classic Outlook:

1. Open Outlook and go to the View tab on the ribbon.​

2. Check the box labeled Show as Conversations.​

3. Choose either All mailboxes or This folder to apply the setting accordingly.

For New Outlook:

1. Click on the Settings icon (gear-shaped) at the top of the page.​

2. Select Mail and then choose Layout.

3. Under Message organization, select Show email grouped by conversation.

For Outlook on the Web or Outlook.com:

1. Click on the Settings icon at the top of the page.​

2. Select Mail, then choose Layout

3. Under Message organization, choose Show email grouped by conversation

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2. Configure your meeting settings

Determine how the assistant should help during meetings

1. From Settings > My Apps, scroll down to the Meeting section
2. Set your auto join settings: We recommend all users start with "All meetings with web conference link" to start so you capture as much context for the assistant as possible

3. Set your default folders: This determines where meeting transcrips and voice notes should go by default for analysis. We recommend sending meeting transcripts to a folder associated with your team. Reminder: any meeting the AI determines to be "private" will be automatically routed to your private folder, even if your default folder is set to a workspace folder. Learn more about private meeting routing
4. Enable email behavior: the assistant has the capabilities to categorize emails, draft replies, and draft meeting-follow ups - all directly in your inbox. You can toggle these settings on and off here.

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3. What to expect

Your assistant will draft:

1. Replies to any email marked "Needs reply" You will find these drafts directly in the thread that needs a reply. Simply edit and send!

2. Meeting Follow-Ups After every meeting you will find a draft follow-up addressed to meeting participants in your draft folder.

3. Content links from content library in drafts For any reply or follow up your assistant will leverage the content in your workspace' content library where helpful. Make sure to work with your admin to keep this content updated!
4. Meeting recaps Recaps are sent according to your meeting settings

Your assistant will categorize your inbox:

1. Categorized emails to keep things clean As emails arrive in your inbox you'll notice them categorized into distinct categories to keep you focused and organized:

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4. Test your assistant

1. Check your workspace Home Page:

   • Your upcoming meetings and the Meeting Assistant status should now be visible on your CustomerIQ home page.

   • This confirms that your assistant is live and ready to join meetings.

2. Send yourself a test email

   1. From a different email address (not the one connected to CustomerIQ) send yourself an email similar to one you'd get from a prospect or customer where you would expect to reply. For example Subject: Quick question about CustomerIQ Body: Hi [Your Name], I’m testing the AI assistant and wanted to see how it handles this email. Can you confirm if everything is working as expected on your end? Also, do you have time next week for a quick sync? Let me know. Thanks, [Your Name]

3. Test meeting follow up emails

   • Start a meeting with your chosen provider (Zoom, Google Meet, MS Teams)

   • Copy the link to invite a participant to the meeting

   • From your CustomerIQ home page, select "Join my meeting"

   • Paste in the link to the meeting

   • Add a participant (this can be any email - this is the email for which the agent will draft a follow up)

   • Speak a few words in the meeting, then end the meeting.

   • Check your inbox for a follow up email and summary!