Help Docs
  • Start Guide
    • 🧑‍🤝‍🧑Workspace setup
      • Step 0: Learn the foundations
      • Step 1: Connect your CRM
      • Step 2: Set your properties
      • Step 3: Add content to library
      • Step 4: Invite your team
    • 👨‍🔧User setup
      • Step 1: Set up your assistant
      • Step 2: Set up mobile device for audio recording
      • Step 3: Configure Slack
      • Working in CustomerIQ
    • Email Assistant FAQs
    • Meeting Recording FAQs
    • Calendar Integration FAQs
  • Product Guides
    • 🤖Meeting Recording
      • Zoom Admin Settings to Avoid Common Zoom Recording Errors
      • Zoom OAuth Integration
      • Creating and sharing clips
    • 🗃️Finding Insights with Views
      • Charts
      • Discover top pain points
      • Discover top feature requests
      • Classify by custom tags
      • Tracking topics
      • Drilldown views
      • Hide group
    • 📑Projects
    • 📃Building Docs
    • 📁Folders
      • Private meeting routing
  • Data Guides
    • Understanding AI Credits
    • Webhooks
    • CSV Import
    • Integrations
      • Redtail
      • Zoom
      • Microsoft Teams
      • Salesforce
      • Gong
      • HubSpot
      • Zendesk
      • Slack
      • Zapier
    • What languages does CustomerIQ support?
  • Contact support
  • Go to CustomerIQ app
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  1. Use Cases

Customer Success

Last updated 1 year ago

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