AI Assistant

Get up to speed on any deal in seconds

The CustomerIQ AI assistant combines the power of generative AI with revolutionary customer intelligence. Get caught up on the status of opportunities, details about accounts, or the preferences of any contact. All you have to do is ask.

Empowering teams everywhere with automation & insights
Automate research

Get caught up on an account in seconds

Now you can understand exactly what has been covered in previous conversations in seconds. CustomerIQ's AI Assistant answers any question about any contact, account, or deal with inline source citations .

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Save time

No more combing through activity records

Get the answer you're looking for in less time than it takes to load a single page in Salesforce (yes, we have tested this).

Improve forecasting

Get a clear understanding of when deals will close

Reviewing a deal is as easy as asking AI. Whether you use frameworks like MEDDIC, BANT, or SPICED or your own custom fields, they're automatically populated by AI.

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integrations

Fits seamlessly in your workflow

Review AI suggestions and update your CRM or help desk directly from Slack. CustomerIQ integrations with your existing tech stack for real-time automations and insights.

Use cases

How teams use CustomerIQ

storefront
Sales
Shorten deal cycles and build pipeline capacity.
support_agent
CS
Perfect onboarding and drive expansion revenue.
build
Product
Track customer needs and prioritize the roadmap.
groups
Marketing
Segment contacts and improve messaging.
FAq

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.

All of your customer feedback synthesized in one place.

Connect integrations, follow our start guide, and have your team up and running in minutes.