Changelog

Now you can see upcoming meetings, the status of your AI assistant, and a summary of account highlights, all from your home page.

As more sales and customer success teams have adopted CustomerIQ we've seen more requests to clarify the scheduled behavior of the AI assistant.

This makes sense considering CustomerIQ is one of the only AI workspaces built for teams - Many of our customers join calls with multiple team members and wonder whose assistant will join to take notes or if an assistant is scheduled to join at all.

Now, your home page will reflect exactly what will happen in your next meeting. 

To get started:

1. Log in to your CustomerIQ workspace
2. Go to your home page
3. If you haven't already, connect your calendar to activate your AI Meeting Assistant
4. Configure your auto-join settings

Now you'll see which meetings the assistant is set to join.

More fixes and improvements

• Users can manually add the meeting assistant to any meeting by adding a link on the home page
• Updated and improved user onboarding flow
• Fixed issue with new inbox message appearing at bottom of page
• Updated the AI task model for more accurate predictions
• Updated the CRM property suggestion model for more accurate predictions
• Included time in the AI Assistant to better assist with time-based requests like, "Catch me up on our last meeting"
• Fixed issues with call summaries syncing with Hubspot