# Quivly

## Docs

- [Overview Tab](https://docs.quivly.ai/customer-views/account-tab.md): The customer overview — a customizable summary of health, revenue, usage, support, calls, and signals, with editable account fields
- [Calls Tab](https://docs.quivly.ai/customer-views/calls-tab.md): Call recordings with AI summaries, sentiment, action items, and a notes system — synced from Fireflies, Fathom, Granola, and other providers
- [Custom Views](https://docs.quivly.ai/customer-views/custom-views.md): Save filtered, sorted, and column-configured versions of the customer list — private or shared with your org
- [Customer List](https://docs.quivly.ai/customer-views/customer-list.md): Browse, filter, and manage all your customers in a customizable table with saved views
- [Health Score Tab](https://docs.quivly.ai/customer-views/health-score-tab.md): View customer health score trends, breakdowns, and configuration history
- [Market Signals Tab](https://docs.quivly.ai/customer-views/market-signals-tab.md): Track external news and market intelligence for your customers
- [Revenue Tab](https://docs.quivly.ai/customer-views/revenue-tab.md): Track recurring revenue, subscriptions, and invoices
- [Support Tab](https://docs.quivly.ai/customer-views/support-tab.md): View support tickets, resolution metrics, and ticket activity
- [Usage Tab](https://docs.quivly.ai/customer-views/usage-tab.md): Monitor product adoption and user engagement
- [Creating Dashboards](https://docs.quivly.ai/dashboards/creating-dashboards.md): Build and customize dashboards with widgets
- [Overview](https://docs.quivly.ai/dashboards/introduction.md): Build custom dashboards to visualize customer data
- [Core Objects](https://docs.quivly.ai/data-models/core-objects.md): Standard objects included in Quivly
- [Custom Fields](https://docs.quivly.ai/data-models/custom-fields.md): Add fields to objects to capture additional data
- [Custom Objects](https://docs.quivly.ai/data-models/custom-objects.md): Create objects for your business-specific data
- [Overview](https://docs.quivly.ai/data-models/introduction.md): How Quivly organizes your customer data
- [API Keys](https://docs.quivly.ai/developers/api-keys.md): Create and manage organization API keys under Settings → Developer. Keys authenticate the Usage Push API.
- [Developers FAQ](https://docs.quivly.ai/developers/faq.md): Common questions about the Quivly MCP server, API keys, the Usage Push API, and importing skills from GitHub.
- [Import Skills from GitHub](https://docs.quivly.ai/developers/github-skill-import.md): Install the Quivly GitHub App, pick a repo, and import SKILL.md files as draft skills. Re-import to sync changes.
- [Quivly MCP Server](https://docs.quivly.ai/developers/mcp-server.md): Connect Claude, ChatGPT, Cursor, and other AI tools to your Quivly customer data with one URL: https://mcp.quivly.ai. OAuth sign-in, read-only, org-scoped.
- [MCP Tool Reference](https://docs.quivly.ai/developers/mcp-tools.md): Every tool the Quivly MCP server exposes, grouped by category — customer context, health, revenue, search, calls, notebooks, aggregation, and live Slack/Salesforce/HubSpot.
- [Skill Format (SKILL.md)](https://docs.quivly.ai/developers/skill-format.md): Quivly imports skills in the Anthropic Agent Skills format — a SKILL.md file with YAML frontmatter and markdown instructions.
- [Frequently Asked Questions](https://docs.quivly.ai/faq.md): Common questions about what Quivly is, what it connects to, how its AI works, and how data is handled.
- [Cross-System Linking](https://docs.quivly.ai/field-mappings/cross-system-linking.md): Link customers across multiple integrations
- [Overview](https://docs.quivly.ai/field-mappings/introduction.md): Understanding how to map data from external systems to Quivly
- [Field Mapping Workflow](https://docs.quivly.ai/field-mappings/mapping-workflow.md): Map fields from your integrations to Quivly objects
- [Configuration](https://docs.quivly.ai/health-scores/configuration.md): Create a health score config with the three-step wizard — choose who to score, set buckets and category weights, add AI scoring intelligence — then tune metric thresholds.
- [Interpreting Scores](https://docs.quivly.ai/health-scores/interpreting-scores.md): How to read and act on customer health scores
- [Overview](https://docs.quivly.ai/health-scores/introduction.md): Understanding customer health scores in Quivly
- [Metrics Guide](https://docs.quivly.ai/health-scores/metrics-guide.md): How health score metrics are scored and combined
- [Testing](https://docs.quivly.ai/health-scores/testing-scores.md): Test health score configurations before publishing
- [Version History](https://docs.quivly.ai/health-scores/version-history.md): Track health score configuration changes over time
- [How Quivly Works](https://docs.quivly.ai/how-quivly-works.md): Data flows in from your connected systems, gets unified into one customer model, and AI features work on top of that model.
- [Agent Tools](https://docs.quivly.ai/integrations/agent-tools/composio.md): Connect external apps that Quivly agents can act through — Gmail, Google Calendar, Calendly — and see every tool call in an activity log.
- [External MCP Servers](https://docs.quivly.ai/integrations/agent-tools/external-mcp.md): Connect any third-party MCP server to Quivly so your agents and Ask Quivly can use its tools — with per-tool enable switches and write tools off by default.
- [Stripe](https://docs.quivly.ai/integrations/billing/stripe.md): Connect Stripe to sync revenue data, subscriptions, and payment information
- [Fathom](https://docs.quivly.ai/integrations/call-recordings/fathom.md): Connect Fathom to sync call recordings, transcripts, and meeting insights
- [Fireflies](https://docs.quivly.ai/integrations/call-recordings/fireflies.md): Connect Fireflies to sync call transcripts and sentiment
- [Granola](https://docs.quivly.ai/integrations/call-recordings/granola.md): Connect Granola to sync AI meeting notes into Quivly, matched to the right customer automatically.
- [Calendly](https://docs.quivly.ai/integrations/communication/calendly.md): Connect your Calendly so Quivly agents can look up your bookings. Per-user connection.
- [Gmail](https://docs.quivly.ai/integrations/communication/gmail.md): Connect your Gmail so Quivly agents and actions can draft and send email as you. Per-user connection; no inbox syncing.
- [Google Calendar](https://docs.quivly.ai/integrations/communication/google-calendar.md): Connect your Google Calendar so Quivly agents and actions can create events as you — with attendees pulled from customer contacts.
- [Slack](https://docs.quivly.ai/integrations/communication/slack.md): Install the Quivly Slack app to track customer channel conversations, get alerts, use the Ask Quivly bot, and optionally send messages as yourself.
- [HubSpot](https://docs.quivly.ai/integrations/crm/hubspot.md): Connect HubSpot to sync customers, contacts, and deals
- [Salesforce](https://docs.quivly.ai/integrations/crm/salesforce.md): Connect Salesforce to sync accounts, contacts, opportunities, and products
- [Integrations FAQ](https://docs.quivly.ai/integrations/faq.md): Common questions about connecting data sources to Quivly — permissions, syncing, matching, and troubleshooting.
- [Integrations Overview](https://docs.quivly.ai/integrations/introduction.md): Connect your CRM, billing, support, call recording, Slack, and product usage systems to Quivly. What's available, how connections work, and what data syncs.
- [Overview](https://docs.quivly.ai/integrations/product-usage/api-overview.md): Push product usage events to Quivly directly over HTTP
- [API Reference](https://docs.quivly.ai/integrations/product-usage/api-reference.md): Endpoint, request format, and responses for the Push API
- [PostHog](https://docs.quivly.ai/integrations/product-usage/posthog.md): Connect PostHog with OAuth or an API key, map events to customers, and pull product usage metrics into Quivly on a schedule.
- [Pylon](https://docs.quivly.ai/integrations/support/pylon.md): Connect Pylon to sync support tickets and customer issues
- [BigQuery](https://docs.quivly.ai/integrations/warehouses/bigquery.md): Connect your BigQuery data warehouse to sync product usage metrics
- [Overview](https://docs.quivly.ai/integrations/warehouses/overview.md): Connect your data warehouse to sync product usage metrics
- [Snowflake](https://docs.quivly.ai/integrations/warehouses/snowflake.md): Connect your Snowflake data warehouse to sync product usage metrics
- [What is Quivly?](https://docs.quivly.ai/introduction.md): Quivly is an AI-native customer intelligence platform. It connects your CRM, billing, support, calls, Slack, and product usage data into one customer view, then puts AI to work on it — health scores, agents, drafted actions, and a research assistant.
- [Configuration](https://docs.quivly.ai/market-signals/configuration.md): Set up market signals tracking for your organization
- [Overview](https://docs.quivly.ai/market-signals/introduction.md): Track external events and market intelligence affecting your customers
- [Migrating to Quivly](https://docs.quivly.ai/migrations/introduction.md): How to move from another customer success platform, CRM, or spreadsheet to Quivly. What carries over automatically, what you rebuild, and how to export from common tools.
- [Actions](https://docs.quivly.ai/product/actions.md): An inbox of AI-drafted recommendations and workflow approvals. Review suggested next steps, edit drafts, and send emails, Slack messages, or calendar invites from one place.
- [Agents](https://docs.quivly.ai/product/agents.md): Build automated workflows on a visual canvas — triggered by record changes, schedules, Slack messages, or health score changes — with AI steps, branching, and human review gates.
- [AI Fields](https://docs.quivly.ai/product/ai-fields.md): Customer fields computed by AI from each customer's data — on a schedule or on demand — with testing, versioning, and segment targeting.
- [Ask Quivly](https://docs.quivly.ai/product/ask-quivly.md): An AI research assistant that answers questions across your connected customer data — customers, revenue, health scores, tickets, calls, conversations, and the web.
- [Ask Quivly in Slack](https://docs.quivly.ai/product/ask-quivly-slack.md): Use the Quivly Slack bot to ask about customers, health scores, revenue, tickets, and calls — by DM, @mention, or thread reply.
- [Product FAQ](https://docs.quivly.ai/product/faq.md): Common questions about using Quivly day to day — health scores, Ask Quivly, agents, actions, notebooks, and dashboards.
- [News Feed](https://docs.quivly.ai/product/insights.md): A feed of market intelligence and keyword-tracked insights about your customers from external sources, with sentiment and relevance filters.
- [AI Notebooks](https://docs.quivly.ai/product/notebooks.md): Customer documents written by AI from live data — QBR prep, handoffs, renewal briefs — in a rich-text editor with accept/discard review.
- [Opportunities](https://docs.quivly.ai/product/opportunities.md): Your deal pipeline from the CRM, viewable as a board, calendar, or list — org-wide and per customer — with saved views.
- [Projects](https://docs.quivly.ai/product/projects.md): Customer-scoped project management — onboarding plans, implementations, and success plans with tasks, milestones, templates, and updates.
- [Signal Rules](https://docs.quivly.ai/product/signal-rules.md): Turn customer signals — health drops, negative calls, usage changes, renewals — into AI-drafted recommendations, per segment, with a sensitivity dial and dry-run testing.
- [Skills](https://docs.quivly.ai/product/skills.md): Reusable AI instructions — a prompt plus a set of data tools — that steer Ask Quivly, notebooks, and AI fields. Create from scratch, from templates, or with AI.
- [Quick Start for Admins & RevOps](https://docs.quivly.ai/quickstart-admin.md): Set up Quivly for your organization: connect your CRM and billing, map fields, invite your team, configure health scores, and turn on Slack notifications.
- [Notifications](https://docs.quivly.ai/settings/notifications.md): Configure Slack notifications for market signals
- [Team Members](https://docs.quivly.ai/settings/organization-settings.md): Manage team member access and roles
- [Customer Information Not Linking](https://docs.quivly.ai/troubleshooting/customer-information-not-linking.md): Why synced data — call recordings, billing, support, and more — sometimes doesn't appear on a customer, and how to fix it
- [Identifying At-Risk Customers](https://docs.quivly.ai/workflows/identifying-at-risk-customers.md): Complete workflow for finding and addressing customer churn risk

## Optional

- [Quivly App](https://app.quivly.ai)