Your intelligent, secure answer engine
The CustomerIQ AI Assistant searches across every email, call, policy doc, conversation and SOP to give your team the right answer, right now. Trained with your secure knowledge base and chats are never used to train new models.
Your staff is drowning in data entry. You're stuck reviewing calls. We can help.
Your staff spends hours every day entering data into your CMS and replying to the same emails. That time could be spent serving clients, renewing policies, or growing the book. The result? Burned-out CSRs, missed follow-ups, or worse - undocumented conversations and E&O liability.
AMS data entry
Your CSRs spend hours re-entering conversations into your AMS instead of helping clients.
No call visibility
Owners have no visibility into call performance or revenue opportunities.
Slower client response
CSRs and producers left to navigate chaotic inbox, replying to the same emails over and over.
Burnout across team
Producers and CSRs are stuck in busywork, leading to stress, lower retention, poor training.
Inbox categorization, AI drafted replies, and follow-ups
Automatically categorizes every email — endorsements, renewals, service requests, and more — so nothing gets lost in the shuffle.
- Categorizes COIs, endorsements, renewals, and service requests
- Flags high-priority items so they’re handled first
- Reduces clutter and prevents missed emails
- Drafts replies and follow-ups
Perfect call notes and coaching for every call
AI transcribes every call, takes perfect notes, and updates all your systems
- Transcription in 20+ languages
- Perfect summary notes
- Extracts tasks and to-dos
- AI coaching and feedback to improve after every call
Fits seamlessly in your workflow
Auto-populate your CRM or help desk without lifting a finger. CustomerIQ integrates with your existing tech stack for real-time automations and insights.
Frequently asked questions
How does the AI Assistant work
CustomerIQ's family of AI models constantly capture and organize highlights on contacts, accounts, and opportunities. The AI Assistant uses a clever combination of search and generative AI to answer questions by surfacing the most relevant highlights to help, then crafting a response.
What does the AI Assistant have access to?
The assistant has access to any information in your workspace, but will reference only the information on the page you're browsing. For example, if you're on a contact page, it will answer questions about that contact. If you're in a view, it will answer questions about anything in that view.
What types of questions can the assistant answer?
Virtually anything you can think of. We've found the most popular use cases to be: pre-meeting briefs, customer success handoffs, pipeline reviews, and automating customer case studies.
Do you train models with our data?
No, we never use your data to train new models. The AI Assistant is powered by a pre-trained Large Language Model. The assistant answers your questions by surfacing relevent records (highlights) then using the pre-trained model to answer in conversational language.