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Help Docs
For agents: CustomerIQ help docs covering workspace setup, CRM properties and automation, AI email assistant, and call/meeting assistant configuration.
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- llms.txt
- https://help.getcustomeriq.com/llms.txt
- llms-full.txt
- https://help.getcustomeriq.com/llms-full.txt
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- First seen
- 2026-10-19T10:44:45.631Z
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Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-24T11:42:12.642Z. Cached copy · Source on getcustomeriq.com
# Help Docs
## CustomerIQ Help Docs
- [Workspace Setup Guide](https://help.getcustomeriq.com/start-guide/workspace-setup-guide.md): A guide for admins setting up their CustomerIQ workspace
- [CRM Properties & Automation](https://help.getcustomeriq.com/start-guide/workspace-setup-guide/crm-properties-and-automation.md): Your Properties & Automation settings determine how CustomerIQ updates and creates objects and properties in your CRM
- [Email Assistant](https://help.getcustomeriq.com/start-guide/workspace-setup-guide/email-assistant.md): You can customize the default categories for your team's email assistant
- [Call/Meeting Assistant](https://help.getcustomeriq.com/start-guide/workspace-setup-guide/call-meeting-assistant.md): Adjust the behavior of your team's AI call and meeting assistant
- [Call Coaching](https://help.getcustomeriq.com/start-guide/workspace-setup-guide/call-coaching.md): Guide to configuring your AI call coaches across different call types
- [Tickets](https://help.getcustomeriq.com/start-guide/workspace-setup-guide/tickets.md): Guide to setting up tickets and pipelines in CustomerIQ
- [Managing Members](https://help.getcustomeriq.com/start-guide/workspace-setup-guide/managing-members.md): Invite your teammates to collaborate workspace
- [Knowledge Base](https://help.getcustomeriq.com/start-guide/workspace-setup-guide/knowledge-base.md): Guide to training your team's assistant using the knowledge base
- [User Setup Guide](https://help.getcustomeriq.com/start-guide/user-setup-guide.md): The setup guide for configuring your personal AI settings
- [My Assistant](https://help.getcustomeriq.com/start-guide/user-setup-guide/my-assistant.md): CustomerIQ's AI assistant integrates with your calendar and email to capture meeting context, take notes, draft emails, and automate administrative tasks.
- [Notification Settings](https://help.getcustomeriq.com/start-guide/user-setup-guide/notification-settings.md): Manage how CustomerIQ sends you notifications
- [Manage Notifications with the Inbox](https://help.getcustomeriq.com/start-guide/user-setup-guide/manage-notifications-with-the-inbox.md): The inbox is where you can quickly review all proposed actions by the CustomerIQ object planner
- [Meeting Recording](https://help.getcustomeriq.com/product-guides/meeting-recording.md): How to set up and troubleshoot meeting recording
- [Zoom Admin Settings to Avoid Common Zoom Recording Errors](https://help.getcustomeriq.com/product-guides/meeting-recording/zoom-admin-settings-to-avoid-common-zoom-recording-errors.md): Common situations in Zoom that prevent a bot from recording.
- [Zoom OAuth Integration](https://help.getcustomeriq.com/product-guides/meeting-recording/zoom-oauth-integration.md): The Meeting Assistant's Zoom OAuth integration prevents you from needing to confirm permissions for each meeting
- [Creating and sharing clips](https://help.getcustomeriq.com/product-guides/meeting-recording/creating-and-sharing-clips.md): Create clips o
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