May 2026 - Quivly

Refresh customer attributes with AI

Add AI-generated fields to customer records for information such as account summaries or risk assessments.

Refine dashboard layouts in a conversation

Ask Quivly Chat to add, edit, or rearrange dashboard widgets.

Make the customer overview fit your team

Customize the customer overview to put the information you use most at the top.

Saved customer views are easier to edit

The Edit View panel now stays open when you launch it from a saved customer view, so you can update the view without the editor immediately closing.

Open records directly from dashboard tables

Click customer and project rows in dashboard tables to open the corresponding record.

Connect the call recorder needed for your question

Ask Quivly also gives clearer guidance when a required call-recording integration is not connected, with a connection prompt instead of a failed search.

Organize projects and finish milestones faster

Project Settings now brings saved views, grouping, and columns together.

Simpler connections for AI assistants

More AI assistants can now connect to Quivly through MCP, the connection that lets an assistant use your Quivly data.

Use Quivly data in your AI assistant

Connect a compatible AI assistant through MCP to ask about customer health, usage, revenue, calls, support, projects, and opportunities without leaving that assistant.

Dashboard date filters work consistently

Dashboard and chart date filters now apply all available presets, including custom ranges, consistently across customer, project, opportunity, and other data.

Create and refine dashboards with AI

Describe the dashboard you need and Quivly asks clarifying questions, then builds it using your workspace’s fields.

Health scoring for different customer segments

Create separate health-score configurations for different customer segments, with a default configuration for everyone else.

Slack and Salesforce context in notebooks

AI notebooks can now use your connected Slack and Salesforce data, including notebooks created by an agent.

Check live Stripe billing from the Revenue tab

Inspect live Stripe customer and subscription details from a customer’s Revenue tab.

Track time spent on customer project tasks

Record time spent on project tasks and see the customer total.

See accurate averages and latest usage values

Product-usage charts now show averages and the latest recorded values correctly, instead of adding them together.