AI notetaking is just one feature. CustomerIQ is an end-to-end AI assistant. We record meetings, analyze emails and tickets, extract insights, and automate administrative tasks like CRM field entry and follow ups.

A credit is how we measure AI usage. For example, if you have a long meeting and 100 highlights are extracted, that is 100 credits. When a short email is analyzed, it may only take 2 credits. When a highlight is categorized, that is 1 credit.

The number of credits you need depends on how much data you stream to your workspace. Processing one email typically takes ~1 credit while processing a 1-hour call can take ~200. Once you surpass 80% of your workspace threshold for the month we will notify you via email so you're aware of your usage. Our team is available to work with you and ensure you have the appropriate number of credits allocated for your business.

A collaborator is any user capable of making changes in your workspace. This includes editors of docs or admins within your workspace.

Viewers can see assets and docs with limited interaction. They cannot edit assets or make changes to docs.

CustomerIQ will email you when you reach 80% of your credit limit and when you reach your credit limit. Once you've reached your limit, CustomerIQ will add additional credits to your workspace according to the add-on pricing set in your billing plan.

Yes, you can upgrade at any time. If you choose to upgrade, you'll pay a prorated amount for the rest of the month. If you choose to downgrade, you'll be credited on next month's bill.

If you no longer wish to use CustomerIQ, you may cancel at any time. You will receive a prorated credit with CustomerIQ for the remainder of that billing cycle.

Priority support provides faster, prioritized responses from our dedicated support team.