Changelog

One side effect of an effective meeting recording assistant is that teams start to use it in every meeting, not just those with prospects and customers. Because of this, there are often meetings you want recorded but not shared with your team.

Now, CustomerIQ will intelligently route meeting recordings to your own private folder when a private meeting is identified.

In addition, users can manually move meetings between their private folder and workspace folders at any time.

Here's how it works:

• After your next 1-1 internal meeting or sync, CustomerIQ will identify it as a private meeting, create your private folder, and route the meeting to the folder. After this action you can freely add/remove meetings to your private folder.
• Meetings in your private folder are always indicated with a "Private" tag near the title.
• Meetings in private folders are not available to any other user but can still be shared via the share link. Highlights and other automations associated with the private meeting are also private to just you.
  

Learn more about intelligent meeting routing here

How to get started

1. Log in to your CustomerIQ workspace
2. Set up your meeting recording assistant
3. Conduct a meeting on Google Meet, Zoom, or MS Teams

It's that easy!