Discover and track insights across all your calls, emails, and tickets
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.
Never miss a feature request or question
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.
Discover and quantify trends
CustomerIQ constantly discovers new trends across all categories of highlights, from feature requests to questions. Like a customer experience analyst on steroids.
Search and quantify any topic
Build a list of contacts that ever mentioned a topic to better understand the scale of the need or who to upsell.
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.