Why don't I see health scores yet?
Why don't I see health scores yet?
Scores need a published config (Settings → Health Score) and calculate on a daily run after publishing. Categories only contribute if their data source is connected.
Can different segments have different health scoring?
Can different segments have different health scoring?
Yes — one all-customers config plus one config per segment, each with its own weights, thresholds, and signals. See configuration.
What's the difference between Ask Quivly, agents, and actions?
What's the difference between Ask Quivly, agents, and actions?
Ask Quivly answers questions when you ask. Agents run workflows automatically on triggers. Actions is the inbox where AI-drafted recommendations and workflow approvals wait for a human.
Will the AI ever email or message a customer on its own?
Will the AI ever email or message a customer on its own?
Recommendation drafts always wait for a person to review and send. Agents can send autonomously only if you built and published a workflow without a Review gate — adding one pauses the run for approval.
What is a skill and when do I need one?
What is a skill and when do I need one?
A skill is saved instructions plus a data-tool allowlist. Create one when you want a repeatable output — QBR prep, renewal risk reads — instead of retyping the same prompt.
How is a notebook different from asking Ask Quivly?
How is a notebook different from asking Ask Quivly?
Ask Quivly gives chat answers across the whole org. A notebook is a persistent document on one customer’s page — editable, formatted, and reusable for things like QBRs and handoffs.
Can AI build a dashboard for me?
Can AI build a dashboard for me?
Yes — open a dashboard’s AI panel and describe what you want; it adds widgets (metric tiles, bar, line, pie, and table) one by one. See dashboards.
Why did a recommendation disappear from my inbox?
Why did a recommendation disappear from my inbox?
Completed and dismissed items leave the open view (use the status filter to see them). Dismissing with a quiet window also keeps the rule from re-firing for that account during the window.