Step 2: Set your properties

Properties determine what the AI should look for in submissions

How to configure properties

With your CRM connected, you're read to configure properties to be filled by CustomerIQ.

From your connected CRM > Configure > Scroll down to property configuration

First setup account properties:

1. Select any property you want updated by CustomerIQ

2. From the property dropdown you can:

   1. Update the description: this steers the AI to find the right data, so be clear and concise

   2. Toggle if new values should overwrite existing values

The description is what guides the AI to find the right data, so make this as specific as possible.

Next, repeat this step for contact properties and deal/opportunity properties

Note: When mapping a property to a CRM field that is a dropdown, multi-select, single-select, etc. CustomerIQ will automatically adjust the AI to only return values according to available values in your CRM. To setup these properties, add it to the contact or account field and move to the next step.

That's it! You're now setup to automate 100% of your team's data entry