Resources

Short walkthroughs recorded in a real Salesforce org, narrated step by step. Watch one before installing, or send it to the colleague who will run InfoIQ day to day.

Walkthrough

Set up InfoIQ as an admin

A permission set, the Announcement Host on a page, or in the utility bar instead. 2 min 03 s

Walkthrough

Create a reusable audience

Define who once, with a rule and a live estimate, then use it on any announcement. And why an audience locks while an announcement using it is live. 1 min 17 s

Walkthrough

Create an announcement from a PowerPoint

Drop in the deck, add a demo video, target and publish; then see it on an agent's screen, answer a question, read the metrics, archive and delete. 2 min 37 s

Administrator and user guide

Installation, permission sets, the builder, targeting rules and analytics, in one document.

Read the guide

The 90-second tour

The whole product at a glance, from the builder to the reader's screen to the analytics.

Watch the tour