June 2026 - Quivly

Organize customer lists and review account alerts

Customer views now bring filters, columns, pinning, and saved-view settings into one place.

Create signal rules for health-score changes, choose the relevant customer segment, and preview matching customers before publishing.

See how connected AI assistants use Quivly through MCP.

Metrics sent through the Usage API now appear in the customer-column picker and health-score setup.

Connect your own tools through an external MCP server, a connection that lets Ask Quivly and customer notebooks use those tools.

You can also send product-usage events directly from your backend with the new Usage API.

Choose a Slack direct message as the destination for an agent’s approval request.

Add App Action steps to agents for connected tools such as Linear, Gmail, and Calendly.

Click a dashboard metric to open the rows behind the total, with the dashboard and widget filters still applied.

Teach Quivly how your team prepares for renewals, reviews account health, or writes a quarterly business review with reusable Skills.

Build agents that respond to account changes or run on a schedule for a customer segment.

Bring HubSpot companies, contacts, and deals into Quivly, with owner information and configurable field mappings.