MaxIQ Platform Help

Help the user with MaxIQ platform questions — from EchoIQ conversation intelligence and AI agents through InspectIQ pipeline visibility, ForecastIQ forecasting, and CRM integration.

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

1. What area of MaxIQ do you need help with?
   • A) EchoIQ — call recording, transcription, AI summaries, conversation capture
   • B) AI Agents — Coach, Radar, Taskmaster, Watchdog, Forecaster, Revenue Planner, Deal Mapper
   • C) InspectIQ — pipeline visibility, deal scoring, risk detection
   • D) ForecastIQ — revenue forecasting, signal-based predictions
   • E) CRM Sync — Salesforce/HubSpot auto-population, field mapping
   • F) Integrations — Zoom, Teams, Slack, Google Calendar, webhooks, Zapier
   • G) Admin & Billing — usage-based pricing, startup program, team management
   • H) Something else — describe it