About Quivly
What is Quivly?
What is Quivly?
Quivly is an AI-native customer intelligence platform for revenue and customer success teams. It unifies CRM, billing, support, call, Slack, and product usage data into one customer view, then layers AI on top: health scores, a research assistant (Ask Quivly), automated agents, drafted actions, AI-written notebooks, and AI-computed fields.
Who is Quivly for?
Who is Quivly for?
Customer success and revenue teams that want one place to see customer health and act on it — and revenue operations teams who set up the data. Developers get an MCP server and APIs on top of the same data.
What systems does Quivly connect to?
What systems does Quivly connect to?
Salesforce, HubSpot (CRM); Stripe (billing); Pylon (support); Fireflies, Fathom, Granola (calls); Slack; Snowflake, BigQuery, PostHog, and a Push API (product usage); Gmail, Google Calendar, Calendly (agent tools); GitHub (skill import); plus any third-party MCP server. See integrations.
Does Quivly have an MCP server?
Does Quivly have an MCP server?
Yes — a hosted MCP server at
https://mcp.quivly.ai/connect that connects Claude, ChatGPT, Cursor, and other AI tools to your Quivly data with per-user OAuth sign-in. See MCP server.AI
Can Quivly's AI change data in my CRM or billing system?
Can Quivly's AI change data in my CRM or billing system?
No. Data integrations are read-only. Outbound activity — a Slack message, an email, a calendar invite — only happens through agent steps and actions that your team configures, and you can require human review before anything sends.
How do I control what the AI does automatically?
How do I control what the AI does automatically?
Agents only act when you build and publish them, and any step can sit behind a Review gate that pauses for human approval. Recommendations from signal rules are always drafts — a person reviews and sends them.
How does Quivly calculate health scores?
How does Quivly calculate health scores?
Each customer is scored across up to five weighted categories — revenue, product usage, engagement, support, and market signals — using thresholds you configure, with AI-generated risk and growth signals. See health scores.
Data
Is my data isolated from other Quivly customers?
Is my data isolated from other Quivly customers?
Yes — all data is scoped to your organization, and every surface (app, Slack bot, MCP server) only answers from your own org’s data.
How does data get matched to the right customer?
How does data get matched to the right customer?
Records from different systems are linked by identifiers like email domains and external IDs into one customer profile. See cross-system linking.
Getting started
What should I set up first?
What should I set up first?
Connect your CRM, then billing, then whatever else you have — each source makes scores and answers richer. The quick start guide walks through it.
How do I get help?
How do I get help?
Email support@quivly.ai or book time with the team.