Changelog

Updates and improvements to CustomerIQ

October 10, 2025

Improved AI Drafts, Remove PII from Transcripts, and Email Categorization V2 Coming Soon

Improved AI Drafts, Remove PII from Transcripts, and Email Categorization V2 Coming Soon

Improved AI Drafts

This week we shipped an update to Quinn's AI drafting capability to improve the quality and content of drafts across replies and follow-ups.

You should notice improved tone, style, and content of drafts moving forward. No action needed to get the update.

Screenshot 2025-10-10 at 7.43.44 AM

Remove PII from Transcripts

Now you can automatically redact any PII from transcripts created in CustomerIQ.

Helpful for financial services and industries where recording PII can be unnecessary liability, the PII Redaction option will replace any mention of things like account numbers, credit card information, and US social security numbers with "###."

For a full list of what's omitted when using this feature, review our help docs.

Getting Started with PII Redaction

As a workspace admin, head to Settings > Compliance and toggle on the PII Redaction feature.

Screenshot 2025-10-10 at 8.00.28 AM

Other fixes and improvements

  • Fixed bug with home page meeting timing where completed meetings were showing as upcoming
  • Fixed UI issue on email rule overflow
  • Updated timestamps on AI coaching feedback to start playback from timestamp
  • Updated all meeting assistants to join early to ensure more timely recordings
  • Added Zapier triggers to push tasks to any tool or platform
  • Added ability to customize meeting assistant name
  • Added ability to remove meeting assistant image

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