CustomerIQ extracts and clusters highlights across all your qualitative data to provide rich, actionable insights for sales, product, marketing, and customer experience teams. Finally, you have the data you need to prioritize projects and nail your positioning.
Not only does CustomerIQ automate CRM data entry, it's broadly extracting highlights like feature requests, questions, pain points, and bugs across all your channels.
CustomerIQ constantly discovers new trends across all categories of highlights, from feature requests to questions. Like a customer experience analyst on steroids.
Build a list of contacts that ever mentioned a topic to better understand the scale of the need or who to upsell.
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.
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.
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.
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.
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.