Step 1: Set up the Meeting Assistant

CustomerIQ's meeting assistant integrates with your calendar to record, transcribe, and summarize meetings across Zoom, MS Teams, Google Meet, and more.

First, head over to Settings > My Apps > Meeting Assistant

Connect your calendar

1. Select configure for Google Calendar and/or Outlook from the Meeting Assistant page.

Set your default folder

After a successful authentication with your calendar, you should configure which folder should store your meeting recordings by default.

If you're on a team like customer success or sales, we recommend you store your recordings in that team's folder. For more on organization folders, check out our guide.

Note: The folder you choose here is your default workspace folder, where all prospect and customer conversations will live. But you can also move meeting recordings to your private folder where they're only visible to you. CustomerIQ intelligently routes conversations it deems internal to your private folder. Learn more about meeting routing here.

Configure your auto-join settings

By default, the Meeting Assistant is set to automatically join any meeting with a web conference link. This includes Zoom, Google Meet, and Microsoft Teams.

In any meeting, you can simply remove the bot (or deny it entry) if you don't want it to record, but we also have a few settings:

Select which one is best for your use case.

Manually adding the assistant to meetings

Invite [e-mail] to any meeting to have it join manually.

Note: Even when adding the assistant manually you need to connect your calendar. This is how CustomerIQ knows who the participants are and which CustomerIQ workspace to send the meeting transcription

Configure your meeting recap settings

Seconds after each meeting CustomerIQ will send a wonderful summary to your inbox or Slack. This is often helpful for every participant, so you should choose who it's sent to by default

✅ Finally, check that your assistant is live

You should now see your upcoming meetings and meeting assistant status on your home page. It will look something like this:

If you have followed the steps above and are not seeing your upcoming meetings or assistant status please contact your account manager or our support team here.

Next, let's set you up to manage all of this magic directly from within Slack