# 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 of meeting recordings to share with prospects, customers, and your team
- [Voice notes](https://help.getcustomeriq.com/product-guides/meeting-recording/voice-notes.md): Voice notes allow you to record and transcribe audio from in-person meetings or voice notes
- [Contacts and Accounts](https://help.getcustomeriq.com/product-guides/contacts-and-accounts.md): How to navigate contact and account pages
- [Reports](https://help.getcustomeriq.com/product-guides/reports.md): Understanding performance reports, conversation insights, and watch lists
- [Tracking topics](https://help.getcustomeriq.com/product-guides/reports/tracking-topics.md): How to use the topic search filter to include or remove topics from view
- [Drilldown views](https://help.getcustomeriq.com/product-guides/reports/drilldown-views.md): Drill down into any group and explore a nested view
- [Hide group](https://help.getcustomeriq.com/product-guides/reports/hide-group.md): Hiding groups can filter our unhelpful highlights
- [Folders](https://help.getcustomeriq.com/product-guides/folders.md): Folders store and prep all the qualitative data in your workspace
- [Private meeting routing](https://help.getcustomeriq.com/product-guides/folders/private-meeting-routing.md): How to steer CustomerIQ's meeting routing specific to your workspace
- [Compliance Settings](https://help.getcustomeriq.com/product-guides/compliance-settings.md): This guide reviews the capabilities of key features for industries who need extra compliance and security, like centralizing transcripts and redacting PII
- [CRM & AMS Integration](https://help.getcustomeriq.com/data-guides/crm-and-ams-integration.md)
- [AMS 360](https://help.getcustomeriq.com/data-guides/crm-and-ams-integration/ams-360.md): How the CustomerIQ + AMS360 Integration Works
- [AgencyZoom](https://help.getcustomeriq.com/data-guides/crm-and-ams-integration/agencyzoom.md): How the CustomerIQ + AgencyZoom Integration Works
- [HubSpot](https://help.getcustomeriq.com/data-guides/crm-and-ams-integration/hubspot.md): Automate data entry in your HubSpot CRM
- [Salesforce](https://help.getcustomeriq.com/data-guides/crm-and-ams-integration/salesforce.md)
- [Redtail](https://help.getcustomeriq.com/data-guides/crm-and-ams-integration/redtail.md): Connect your Redtail CRM to your CustomerIQ workspace to automate meeting notes and other data entry
- [VoIP Integrations](https://help.getcustomeriq.com/data-guides/voip-integrations.md)
- [Lightspeed Voice](https://help.getcustomeriq.com/data-guides/voip-integrations/lightspeed-voice.md): How to setup the CustomerIQ integration with Lightspeed Voice
- [RingCentral](https://help.getcustomeriq.com/data-guides/voip-integrations/ringcentral.md): How to setup the CustomerIQ integration with RingCentral
- [Meeting Integrations](https://help.getcustomeriq.com/data-guides/meeting-integrations.md)
- [Google Meet](https://help.getcustomeriq.com/data-guides/meeting-integrations/google-meet.md): How to capture Google Meet meetings with CustomerIQ
- [Microsoft Teams](https://help.getcustomeriq.com/data-guides/meeting-integrations/microsoft-teams.md): CustomerIQ automatically records any MS Teams meeting where the meeting assistant is present
- [Zoom](https://help.getcustomeriq.com/data-guides/meeting-integrations/zoom.md): A step-by-step guide to managing your Zoom meetings with CustomerIQ
- [Other Integrations](https://help.getcustomeriq.com/data-guides/other-integrations.md)
- [CSV Import](https://help.getcustomeriq.com/data-guides/other-integrations/csv-import.md): The CSV import modal is a powerful way to load data to folders
- [Webhooks](https://help.getcustomeriq.com/data-guides/other-integrations/webhooks.md): Use webhook events from CustomerIQ to power any workflow
- [Zendesk](https://help.getcustomeriq.com/data-guides/other-integrations/zendesk.md): How to send tickets in Zendesk to CustomerIQ folders for analysis
- [Zapier](https://help.getcustomeriq.com/data-guides/other-integrations/zapier.md): How to send data from any app to CustomerIQ folders using Zapier
- [Slack](https://help.getcustomeriq.com/data-guides/other-integrations/slack.md)
- [Outlook Shared Inboxes](https://help.getcustomeriq.com/data-guides/other-integrations/outlook-shared-inboxes.md): Connect your shared mailbox to CustomerIQ and be sure every message you send from it is also saved in the mailbox’s Sent Items for full conversation history.
- [Email Assistant FAQs](https://help.getcustomeriq.com/faqs/email-assistant-faqs.md): Frequently asked questions about CustomerIQ's email assistant
- [Meeting Recording FAQs](https://help.getcustomeriq.com/faqs/meeting-recording-faqs.md): Frequently asked questions by customers setting up CustomerIQ
- [Calendar Integration FAQs](https://help.getcustomeriq.com/faqs/calendar-integration-faqs.md): Calendar Integration FAQ
- [What languages does CustomerIQ support?](https://help.getcustomeriq.com/faqs/what-languages-does-customeriq-support.md): CustomerIQ supports many languages