Working in CustomerIQ

Let's briefly explore some of the most critical use cases for any user in CustomerIQ

Your Inbox

Your notification inbox is where you can quickly manage any notification or insight generated for you by CustomerIQ

Accounts and Contacts

Head over to any account or contact record and click "Ask AI" to get answers to any question. It's like ChatGPT that knows everything about that contact or account.

Build a View

Create a new highlight view and search a topic or discover themes across all the highlights in your workspace. Learn more about building views here.