AI Agents
The AI Workforce
for Post-Sales
Quivly agents run onboarding, adoption, expansion, and renewal motions across every customer in your book — embedded in the tools your team already uses, working 24/7 in the background.
Build
Build Any Agent in Minutes — No Code
Compose agents visually on a drag-and-drop canvas. Wire up triggers, branch your logic across tools, and let Quivly reason between every step — all without writing a line of code.
Visual workflow builder
Drag triggers, tools, and actions onto a canvas. Branch in parallel, merge results, and run any logic your team needs.
1,000+ pre-built integrations
Connect to your CRM, success platform, comms, billing, and data warehouse out of the box — or wire up any REST API in a few clicks.
AI built into every step
Drop in an "AI Insights" node anywhere in the flow to summarize, extract, classify, or draft — using your data, in your voice.
Look up customer details by ID.
Creates a cited QBR from live CRM, usage, and call data.
Outcomes, Not Activity
What teams ship in their first 90 days running Quivly agents.
Customer touches automated
First 30 days
Hours saved per CSM / week
Sustained after week 4
At-risk accounts intervened
First quarter
FAQ
Frequently asked questions
Quivly ships pre-built agents for onboarding, adoption, expansion, renewal, executive change response, support escalation, and CSM busywork. Each agent is configurable, and you can compose new ones from the same primitives in plain English.
Only if you let them. Every agent has approval thresholds you control — internal-only by default, with optional auto-send for low-stakes messages. High-stakes outreach (executive emails, renewals, anything to a champion) routes to a CSM for one-click approval before it leaves your domain.
Workflow automation runs the same steps every time. Agents reason about each customer's state, pick the right next action, write the message in your voice, and adapt when things change. Think of agents as a teammate following a playbook — not a script firing on a trigger.
Salesforce, HubSpot, Slack, Zendesk, Gong, Stripe, Intercom, Segment, Snowflake, and 1,000+ more across CRM, customer success, support, comms, billing, and data. Agents read context from your stack and write actions back to the same systems your team already uses.
Most teams have their first agent running within an afternoon. Connect your CRM and Slack, pick an agent from the library, set approval rules, and go. No engineering work, no professional services engagement.
Every agent runs inside guardrails you define — tone, brand voice, escalation policy, message length, banned phrases, and approval thresholds. Agents log every action, every input, and every reasoning step so you can audit anything they do.
No. Agents take the routine work — data entry, follow-ups, status updates, low-stakes outreach — off your CSMs' plate so the team can focus on relationships, strategic planning, and the conversations that actually drive expansion. Most customers grow CSM-managed accounts 3–5x with the same headcount.
Yes. Quivly is SOC 2 Type II compliant, encrypts data in transit and at rest, never trains shared models on your data, and supports SSO and role-based access. We are happy to share our security documentation under NDA.
Hire Your AI Workforce
Ready to free your CSMs?
Stop spending CSM cycles on data entry, follow-ups, and busywork. Let Quivly agents handle the routine — so your team focuses on the relationships that drive growth.
