Step 2: Set your properties

Properties determine what the AI should look for in submissions

To solidify your promotion we're going to guide the AI to find and fulfill specific properties in CustomerIQ then sync those with your CRM.

Sample account properties

How to create properties

First setup account properties:

1. From the accounts tab, click "New property"

2. Name the property

3. Describe the property

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

1. Go to the contacts tab, click "New property"

2. Name the property

3. Add a description

Note: When mapping a property to a CRM field that is a dropdown, 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.

Map your properties to your CRM for automatic syncing

Now, head back to your CRM configuration. You should now see each property you've created.

Simply map the property to the appropriate field in your CRM.

Moving forward, when CustomerIQ finds a value for an available contact or account property, you will be notified, and it will automatically sync to the CRM property mapped here.

Managing notifications

As CustomerIQ records calls, summarizes meetings, automates CRM data entry, and uncovers insights, we will notify you. These notifications are best managed in your messaging app. Let's get that set up...