Changelog

NowCerts (Momentum) Integration

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

• Updating lead and customer records with email summaries
• Updating lead and customer records with call summaries

This integration reduces the administrative burden for any customer facing employee by nearly 1 hour per day. All while maintaining your system of record with perfect notes for E&O coverage.

Dialpad Integration

CustomerIQ's conversation intelligence and CRM/AMS automation is now available to Dialpad users. Admins can connect Dialpad and automate data entry from any recorded call across your entire time.

To get started:

1. Log in to CustomerIQ
2. Go to Apps & Integrations
3. Connect Dialpad

Fixes and Improvements

• AI Assistant: Improved the search and response of the AI assistant to provide better answers over any conversation.
• Admins: Fixed bug with session timeouts when admins are masquerading as other users
• AgencyZoom: Fixed bug with AgencyZoom token refresh
• AMS360: Improved the AMS360 integration

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