CustomerQ
AI Assistant for Zoom Meetings - Start Free Today
CustomerIQ is your AI assistant that turns Zoom transcripts into CRM entries, highlights, follow-up tasks, and documentation. 10X your CRM data hygiene, uncover invaluable insights across all your team’s meetings, and nail the sales/CS handoff every time.
Start free today.
Synthesize transcripts
Transcripts are automatically sent to CustomerIQ where our AI Assistant pulls out highlights, recommends CRM field entries, and discovers new insights.
Automated CRM Data Entry
CustomerIQ takes diligent notes, extracts highlights, and recommends CRM field entries so you can focus on the conversation. Dramatically improve your CRM data hygiene and have everything you need to drive deals forward.
Automated Email Follow Up
Keep customers informed fast with automated email drafts right after each meeting. CustomerIQ’s AI Assistant recommends tasks and helpful materials from your workspace.
Generates Follow Up Tasks
Stay on top of the next steps. CustomerIQ recommends tasks to help drive deals forward and keep prospects or customers happy and informed.
Answer Questions
Get answers to any question about any account or contact. Track themes across all accounts to uncover insights to close more deals.
Perfect Handoff
Generate documentation with AI like Sales/CS handoff docs, proposal outlines, and sales enablement material from customer pain points and needs.
Get started today
Up and running in minutes not days. Schedule a free onboarding session.
May include administrator name, account email address, billing information, and account plan information.
May include user name, display name, picture, email address, phone number, job information, stated locale, account, user ID, contact lists added by the account or user (which may include contact information a user imports from a third-party app), and other profile information.
Information about participants’ computers, phones, and other devices, which may include information about speakers, microphone, and camera, OS version, hard disk ID, PC name, MAC address, IP address (and general location at the country level derived from it), and other device information.
May include access to calendar of scheduled Zoom meetings and webinars, and related details about those meetings and webinars.
Preferences and settings, which may include whether a passcode or a waiting room is required, permitted event capacity, screen sharing settings, and other settings and configuration information.
Information that is necessary for the app to function properly, which may include your Zoom user ID, session IDs, meeting role, and other basic identifiers and information about your meeting, webinar, or chat.
May include name, display name, email address, phone number, user ID, and other profile information.
Content generated in Zoom products, which may include audio, video, messages, transcriptions, feedback, responses to polls and Q&A, and files, and related context , such as invitation details, meeting or chat name, and meeting agenda.
Information people provide when registering for a Zoom meeting, webinar or recording, which may include name and contact information, responses to registration questions, and other registration information.
Information about how people and their devices interact with Zoom products, which may include when participants join/leave, whether participants sent messages and who they message with, performance data, and other usage information and metrics.
Manage cameras and microphones on the device(s) where you use this app, including switching between available cameras and microphones (e.g. laptop, webcam) and turning them on/off.
Manage your account, which may include creating sub-accounts or changing account plan options.
Manage account profile and contact information, which may include adding or removing users, or updating a user's role, group, name, display name, picture, email address, phone number, job information, location, and other profile information if authorized by a user with appropriate permissions.
Manage preferences and settings on the account or profile using the app, which may include updating meeting and webinar configuration preferences, email notification preferences, and configuring Zoom Phone, Zoom Room, and telephony devices.
Manage content and information generated in the context of Zoom experiences, which may include audio, video, messages, meeting or chat name, agenda, transcriptions, and responses to polls and Q&A.
Manage participants, which may include assigning participants to specific breakout rooms and specifying an interpreter for the session.
Manage registration information, which may include scheduling Zoom experiences or adding or deleting registrants.
Meeting
meeting:read:list_meetings, meeting:read:local_recording_token, meeting:read:meeting
User
user:read:zak, user:read:user