Ask Quivly

An AI research assistant that answers questions across your connected customer data — customers, revenue, health scores, tickets, calls, conversations, and the web.

Ask Quivly is a chat assistant that works across your whole organization’s data. Ask a question in plain language and it searches your customers, contacts, opportunities, support tickets, calls, notes, Slack conversations, revenue, usage, billing, contracts, health scores, market insights, notebooks, and projects — plus the public web — to answer.

It’s like asking a colleague who has every dashboard memorized.

Using it

Open Ask in the sidebar, type your question, and press Enter. Starter prompts help you begin:

• “Which customers have a critical or high risk health score right now?”
• “What does our MRR look like by customer segment?”
• “Show me all open support tickets by priority”
• “What were the key takeaways from our most recent customer calls?”

Chats are saved as sessions per user, with a history sidebar and an archive.

For company profiles, stakeholder discovery, hiring, and technology research, see Quivly Enrichment. You can request this research directly in Ask without creating a Skill.

Company and customer knowledge in Brain can add context to the connected records. Source availability and your permissions determine what Quivly can use. Open linked sources and verify important claims before acting.

Propose changes and build workflows

Ask can help with supported operations in Quivly and connected apps, such as preparing customer or project updates, drafting a Skill, or planning an Agent. Describe the outcome and provide the intended customer or project.

When a change needs approval, Ask shows a review card with the proposed operation and details. Review or edit it, then approve or reject it. A proposal has not changed the target record or sent a message yet. Check the execution result after approval; approval alone does not establish success.

For example: “Create an onboarding Agent that starts when an opportunity closes won, creates a project, and asks me to review the welcome email.” Quivly may ask a clarifying question or suggest a missing Skill. Approving Agent creation makes a draft; review and publish it from Agents before it runs automatically.

Options

• Skills — type / or open the Skills menu to run a saved skill; its instructions steer the whole session.
• Web search — on by default; answers that use the web show their sources as citations you can open.
• Tools — you can turn individual data tools off for a chat.

Every answer carries the reminder: “AI-powered answers from your connected data. Verify before acting.”

Limits

• 10 AI requests per minute per user.
• Conversations cap at 100 messages — start a new chat after that.
• A guard rail rejects off-topic or unsafe prompts.

FAQ

Can Ask Quivly change my data?

It can propose supported changes in Quivly or connected apps. Review and approve the exact proposal before it executes, then check the result. Available operations depend on your permissions and connected tools. See security and compliance.

Is Ask Quivly scoped to one customer?

No — it works across your entire organization. For content about a single customer, use notebooks on that customer’s page.

Can my team use it in Slack?

Yes. The same assistant answers in Slack via DM or @mention. See Ask Quivly in Slack.