About Quivly
What is Quivly?
What is Quivly?
Quivly is the AI workforce for post-sales teams — AI agents that work everything after the sale, from onboarding through renewal. It unifies CRM, billing, support, call, Slack, and product usage data into one customer view, then layers AI on top: health scores, a research assistant (Ask Quivly), automated agents, drafted actions, AI-written notebooks, and AI-computed fields.
Who is Quivly for?
Who is Quivly for?
Customer success and revenue teams that want one place to see customer health and act on it — and revenue operations teams who set up the data. Developers get an MCP server and APIs on top of the same data.
What systems does Quivly connect to?
What systems does Quivly connect to?
Salesforce, HubSpot (CRM); Stripe (billing); Pylon (support); Fireflies, Fathom, Granola (calls); Slack; Snowflake, BigQuery, PostHog, and a Push API (product usage); Gmail, Google Calendar, Calendly (agent tools); GitHub (skill import); plus any third-party MCP server. See integrations.
Does Quivly have an MCP server?
Does Quivly have an MCP server?
Yes — a hosted MCP server at
https://mcp.quivly.ai/connect that connects Claude, ChatGPT, Cursor, and other AI tools to your Quivly data with per-user OAuth sign-in. See MCP server.AI
Can Quivly's AI change data in my CRM or billing system?
Can Quivly's AI change data in my CRM or billing system?
Data ingestion reads from connected systems. Supported AI actions can separately propose changes for review, and published workflows run the steps your team configures. Connecting a source alone does not authorize changes. See security and compliance.
How do I control what the AI does automatically?
How do I control what the AI does automatically?
Publish Agent workflows only after checking their tools and Review gates. Plays prepare proposed changes for the account owner to review. Ask and MCP use supported approval flows; Slack also has an explicit, temporary auto-approval setting for eligible requests. See security and compliance for the differences.
How does Quivly calculate health scores?
How does Quivly calculate health scores?
Each customer is scored across up to five weighted categories — revenue, product usage, engagement, support, and market signals — using thresholds you configure, with AI-generated risk and growth signals. See health scores.
Data
Is my data isolated from other Quivly customers?
Is my data isolated from other Quivly customers?
Yes — all data is scoped to your organization, and every surface (app, Slack bot, MCP server) only answers from your own org’s data. See security and compliance.
How does data get matched to the right customer?
How does data get matched to the right customer?
Records from different systems are linked by identifiers like email domains and external IDs into one customer profile. See cross-system linking.
Getting started
What should I set up first?
What should I set up first?
Connect your CRM, then billing, then whatever else you have — each source makes scores and answers richer. The quick start guide walks through it.
How long does it take to implement Quivly?
How long does it take to implement Quivly?
Most teams are live in a couple of hours, mainly gated by initial sync volume and mapping review. Connecting an integration takes minutes and data starts flowing right away; the quick start guide covers the full setup.
Is setup self-serve or does the Quivly team help?
Is setup self-serve or does the Quivly team help?
It’s self-serve — an admin connects the integrations, reviews field mappings, and configures health scores directly in the app. The team is available for optional onboarding help whenever you want it: email support@quivly.ai or book time.
How do I get help?
How do I get help?
Email support@quivly.ai or book time with the team.