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Ask Quivly is a chat assistant that works across your whole organization’s data. Ask a question in plain language and it searches your customers, contacts, opportunities, support tickets, calls, notes, Slack conversations, revenue, usage, billing, contracts, health scores, market insights, notebooks, and projects — plus the public web — to answer. It’s like asking a colleague who has every dashboard memorized.

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Using it

Open Ask in the sidebar, type your question, and press Enter. Starter prompts help you begin:
  • “Which customers have a critical or high risk health score right now?”
  • “What does our MRR look like by customer segment?”
  • “Show me all open support tickets by priority”
  • “What were the key takeaways from our most recent customer calls?”
Chats are saved as sessions per user, with a history sidebar and an archive.

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Options

  • Skills — type / or open the Skills menu to run a saved skill; its instructions steer the whole session.
  • Web search — on by default; answers that use the web show their sources as citations you can open.
  • Tools — you can turn individual data tools off for a chat.
Every answer carries the reminder: “AI-powered answers from your connected data. Verify before acting.”

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Limits

  • 10 AI requests per minute per user.
  • Conversations cap at 100 messages — start a new chat after that.
  • A guard rail rejects off-topic or unsafe prompts.

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FAQ

No. Ask Quivly is read-only. To act on something (send a message, update a record), use agents or actions.
No — it works across your entire organization. For content about a single customer, use notebooks on that customer’s page.
Yes. The same assistant answers in Slack via DM or @mention. See Ask Quivly in Slack.