Setting up mobile device for audio recording

From CustomerIQ's home page you can record audio to capture meeting notes on the fly, or even record entire in-person meetings. This is great for recording notes or entire in-person meetings.

If you do not host in-person meetings or wish to record audio notes you can skip this step.

(iPhone Users) Save CustomerIQ to your mobile device' home screen

1. Login to app.getcustomeriq.com from your mobile device

2. From CustomerIQ's home page, click the share page icon:

   1. On Chrome

      

   2. On Safari

      

3. Click "Add to Home Screen"

   

Now you can easily access CustomerIQ from your home screen.

(Android Users) Save CustomerIQ to your mobile device' home screen

1. Login to app.getcustomeriq.com from your mobile device

2. From CustomerIQ's home page, click the three vertical dots in the top right corner:

   1. Select add to home screen

      

3. Choose Install or Create shortcut (either works)

   

Then confirm. Now you can easily access CustomerIQ from your home screen.

Add a voice note

Now you can quickly add a voice note, or record an in-person meeting, by recording the audio and adding it as a submission

1. Choose "Add a voice note" from the application's home screen

   1. 

2. Press start recording and record a voice note (entire meeting). When you're finished, stop recording.

   
3. Assign a contact to associate with the recording and submit!

   

Now, CustomerIQ will transcribe the audio and analyze it for any relevant CRM properties.