Changelog

AgencyZoom Integration

Now you can automate hours spent every day on AgencyZoom data entry. With the CustomerIQ + AgencyZoom integration you can automate:

• Updating lead and customer records with email summaries
• Updating lead and customer records with call summaries
• Automatically add service tickets from email + call conversations
• Automatically route service tickets to the best person on your team

This integration dramatically speeds up the time it takes to go from email or call to delivering customer requests. All while maintaining your system of record with perfect notes for E&O coverage.

AMS360 Integration

Now you can automate hours spent every day on AMS360 data entry. With the CustomerIQ + AMS360 integration you can automate:

• Adding lead and customer activities + actions
• Adding email and call recording attachments to activities
• Open and close activity suspense'

This integration dramatically speeds up the time it takes to go from email or call to delivering customer requests. All while maintaining your system of record with perfect notes for E&O coverage.

Fixes and Improvements

• Object planner: Improved search and select operations for finding the best contacts and companies associated with a new email or call
• Improved clips: Added ability to create clips from timestamps
• Lightspeed voice integration improvement: Improved the Lightspeed voice integration for analyzing calls from Lightspeed voice
• Improved ticket sorting: Tickets now sorted by priority
• Email summary notes: Integrations with supported email logging can now summarize email content
• Bug fixes: fixed bugs on conversation index page, adding text to examples on email assistant categories
• Improved contact search in CustomerIQ