👥 Who Can See a Customer Interaction?
1. Meeting Participants
Only users who actively participated in a meeting can see the corresponding customer interaction.
This includes:
Users who joined the meeting live
Users who were detected as speakers
❗️Important: Being on the calendar invite alone is not enough to gain access.
2. Admins
Workspace admins can get access to customer interactions if the visibility of the customer interaction is set to Me & admins.
💡 Tips & Best Practices
Always assign speakers after a call if they were not detected automatically.
🛠️ Troubleshooting
Can’t see a customer interaction although you participated?
Check with the meeting owner if you’ve been correctly assigned as a speaker.
Reach out to support@kickscale.com if you are the owner and can't see the meeting.
Need help? Reach out to us at support@kickscale.com — we’re happy to assist!