Workspace IQ help center

Answers for the way your team sells.

Explore how Workspace IQ connects your customer context, pipeline, meetings, and follow-up work—without claiming access it does not need.

Calendar + MeetContext around meetings

Scribe voice notesTalk, review, save

Clear permissionsNo Gmail access

54 answers

Getting started

Workspace IQ is a focused CRM for growing sales teams. It connects Google Calendar, Contacts, and Meet with contacts, opportunities, projects, Scribe voice notes, AI meeting summaries, sales coaching, pipeline management, team visibility, and reviewed, copyable follow-up drafts.

Contacts & relationships

Pipeline & opportunities

Meetings & Calendar

Meet intelligence

Scribe voice notes

Projects & tasks

AI coaching

Outreach drafts

Team features

Mobile & PWA

Plans & billing

Privacy & security

Google permissions

Data retention

Support

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Answers for the way your team sells.

Getting started

What is Workspace IQ?

How do I get started?

Who is Workspace IQ built for?

Can I use a personal Google account?

Contacts & relationships

How does Workspace IQ use Google Contacts?

What can I see on a contact relationship?

Can I create and update contacts myself?

Does Workspace IQ provide company research?

Pipeline & opportunities

How does pipeline management work?

Can I see forecast and deal health?

Can I track more than one person in an opportunity?

What are shared close plans?

Meetings & Calendar

How does the Google Calendar connection work?

Can I create a Google Calendar meeting from Workspace IQ?

Will my calendar activity appear in the CRM?

What happens if I change my Calendar permission?

Meet intelligence

What does Meet intelligence do?

Does Workspace IQ store raw Meet transcripts?

Should I review an AI meeting summary?

Does Workspace IQ record my meetings?

Scribe voice notes

What is Scribe?

What happens after I record a Scribe memo?

Can Scribe turn a voice note into a meeting?

Are Scribe voice memos included in every plan?

Projects & tasks

How does Workspace IQ help with tasks?

How do projects fit with the CRM?

Can I work on tasks without a connection?

AI coaching

What does Workspace IQ Coach do?

What are shared playbooks used for?

Does the AI coach take sales actions for me?

Outreach drafts

How are follow-up drafts created?

Does Workspace IQ access Gmail or sync my inbox?

Can Workspace IQ send follow-up emails automatically?

Team features

What visibility do managers get?

What are manager deal reviews?

What does the Team plan add?

Mobile & PWA

Is there a mobile app?

Can I install Workspace IQ as a PWA?

What can I do from mobile?

Plans & billing

What plans are available?

Is there a free trial?

Can I change or cancel my plan?

What are the main plan differences?

Privacy & security

How does Workspace IQ use Google data?

How are my account credentials protected?

What Workspace IQ data is stored?

Google permissions

Which Google permissions does Workspace IQ request?

Can I revoke Google access?

What happens after I revoke access?

Data retention

How long are raw Meet transcripts retained?

Does Workspace IQ keep my Calendar event descriptions?

How do I delete my account and CRM data?

Support

How do I contact support?

Where can I find product documentation?

Talk through your team’s workflow.