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.
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 .
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).
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.
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.
How teams use CustomerIQ
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.