What you can do with Quivly
Customer 360
Every customer’s revenue, usage, calls, support tickets, contacts, opportunities, and projects in one profile.
Health Scores
Configurable scoring across revenue, usage, engagement, support, and market signals. Spot risk before it becomes churn.
Ask Quivly
An AI research assistant that answers questions across all your connected data — in the app or in Slack.
Brain
Give Quivly reusable company and customer knowledge, with documents and source evidence you can inspect.
Agents
Build workflows that run automatically — on new records, schedules, Slack messages, or health score changes — with human review gates where you want them.
Actions
AI-drafted next steps land in an inbox. Review, edit, and send emails, Slack messages, or calendar invites without leaving Quivly.
Plays
Monitor customer outcomes and prepare findings and next steps for the account owner to review.
Dashboards
Build widgets yourself or describe what you want and let AI build the dashboard.
Who uses it
- Customer success teams track health, prep for QBRs with AI notebooks, and get drafted actions when an account moves.
- Revenue operations connect the data sources, map fields, and configure scoring.
- Developers connect Quivly to Claude and other AI tools through the Quivly MCP server, push usage events via API, and import skills from GitHub.
Where to start
1
Connect your data
Start with your CRM, then billing, support, calls, and product usage. See integrations.
2
Set up health scores
A three-step wizard: pick who to score, set score ranges and category weights, and let AI configure risk and growth signals. See health scores.
3
Put AI to work
Add company context in Brain, ask questions with Ask Quivly, and monitor accounts with Plays. Use agents for defined workflows and review proposed next steps in Actions.