Changelog

Knowledge Base Assistant

Hundreds of times per day someone on your team has a question that can only be answered by someone with institutional knowledge.

Now every user in your workspace has their answer, with access to their own chat assistant, trained on your knowledge base.

This assistant helps your team accomplish two things:

1. Instantly get answers to any question in your business. The assistant is trained on all the material uploaded to your knowledge base.
2. Instantly draft emails in your unique tone and style + knowledge base. The assistant can draft incredible emails that sound just like you, using your same tone and style and super-charged with relevant knowledge in your library.

Writing Emails with the Knowledge Base Assistant

One of the most popular uses of chat assistants like ChatGPT or Claude is to help in drafting an email. But there's a problem: these assistants don't write like you write.

Because CustomerIQ's assistant leverages your own sent emails to provide context into your unique tone and style, the knowledge base assistant writes incredible emails.

No more prompting to "make it more succinct" or "simplify the language." No more copying and pasting technical documents to make it factually correct. It just works.

How to Get Started with the Knowledge Base Assistant

1. Sign in to CustomerIQ
2. Click on the Knowledge tab in your navigation
3. Upload any link or text to your knowledge base
4. From the chat tab, ask any question or draft an email

Chat with Knowledge Base Demo

Here's a quick demo of how we use the knowledge base chat internally.

Email Assistant Improvements

Now any content added to your knowledge base, links or text, is fetched and referenced by your email assistant.

This means that you can add hundreds of pages from your help center, or specific FAQ documents, that are now referenced in draft replies and follow-ups in your inbox.

Next time someone emails anyone your team a product question, or maybe what's next in the implementation process, the draft reply will be perfectly accurate and informed by your company's institutional knowledge.

Lightspeed Voice Integration

Now customers of Lightspeed voice can automate all their post-call administrative work and CRM updates using CustomerIQ.

You can get started by:

1. Login to CustomerIQ
2. Head to Settings > Apps & Integrations
3. Select Lightspeed Voice

Other Fixes & Improvements

• Fixed error when adding new seats to plans
• Updated billing notifications after upgrading seats