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Overview

A customer 360 in Quivly is the profile itself: one account, with health, revenue, usage, calls, support, market signals, opportunities, and projects on the same page. You do not export a separate briefing pack unless you want one — notebooks write that document from the same data. Use this workflow to:
  • Set the Overview tab layout your team uses for every review
  • Walk the tabs in a fixed order so you do not miss a source
  • Generate a QBR, EBR, or handoff notebook and accept or edit the draft
  • Ask follow-up questions in Ask Quivly without leaving the account

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What you need connected

The review is only as complete as the integrations behind it. Each missing source blanks a section, not the whole profile.

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Customize the Overview tab once

The Overview tab is the default view when you open a customer. The layout is shared across customers.
1

Open any customer

Click Customers, then a row. You land on Overview.
2

Set header fields

The header shows name, domain, and LinkedIn, plus quick-edit fields (defaults: Segment, Service Tier, Lifecycle Stage). Use the header customize control to show up to 8 fields. CRM-synced, AI-computed, and read-only fields render as locked pills.
3

Set the time range

The picker (7d / 30d / 90d / MTD / QTD / YTD / custom / all) scopes every metric section on the canvas. Use 90d or QTD for a quarterly review.
4

Customize sections

Click Customize: drag to reorder, hide sections you do not use, and use each section’s gear to pick metrics. Click Done. Sections available:
The collapsible Account Info sidebar holds the editable record (owner, domain, custom fields) and read-only CRM / AI fields. Search filters the field list.

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Walk the profile

After the overview, open the tabs that still have questions. Stay on one customer until the notebook is done.
Do not treat the AI Insights blurb or a notebook draft as the system of record. Accept notebook text only after you have checked the tabs the draft cites. Every AI surface in Quivly is scoped to this customer and this org — still verify numbers before a customer meeting.

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Write the review document

Notebooks live on the customer. The AI reads that customer’s calls, revenue, tickets, usage, and health. It cannot pull other customers.
1

Create a notebook

Open Notebooks on the customer. Start empty, or run Write with AI.
2

Steer with a skill or a prompt

Use a saved skill (templates include QBR Prep and Sales Handoff Brief), a free-form prompt, or both. In the editor, / inserts at the cursor.
3

Accept or discard

Streamed text stays highlighted until you Accept, Discard, or Retry. Accepted blocks get a Sources line for the platforms the model actually queried.
4

Edit

The rest is a normal rich-text editor (headings, lists, tables). Edits autosave. Generation can run up to about 2.5 minutes.
An agent can create a notebook on a schedule (template Renewal prep brief) or on a health change. Add a Review step if a human should see it before the meeting. External tools can call create_notebook on the MCP server.

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Ask follow-ups

Ask Quivly is org-wide chat, not limited to the open customer. For questions about this account, name the customer in the prompt, or stay in the notebook. Ask Quivly is read-only. Useful prompts during prep:
  • Category drivers for this customer’s latest health score
  • Open tickets older than N days
  • Themes from calls in the review window
  • MRR and outstanding invoices vs last quarter

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After the meeting

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FAQ

No. Customizing Overview applies across customers for the organization layout you save. Header field choices and section order are shared.
No. Each notebook is scoped to one customer, enforced server-side. For a book-of-business view, use the customer list, a dashboard, or Ask Quivly.

Identifying at-risk customers

When the 360 is a save motion, not a QBR

Revenue management

Renewals, invoices, and pipeline

Product adoption

Usage trends and health usage scoring

Overview tab

Header fields, sections, and customize mode