Solution · Customer Engineers
Build agents your team
will actually deploy
Compose agents on a visual canvas, wire them to CRM, usage, and warehouse data, then roll out to segments with guardrails — all from one workspace built for customer engineering teams.
Instructions
For the target customer, evaluate expansion readiness:
- 1.Use GET CUSTOMER to load tier, ARR, health score (70+), and renewal date.
- 2.Use GET HEALTH SCORE to confirm positive trend direction.
- 3.Use GET USAGE to verify strong, growing product engagement.
- 4.Use GET REVENUE for ARR trajectory and prior expansion history.
- 5.Use GET CONTACTS to confirm an active champion and reachable buyer.
- 6.Use SEARCH OPPORTUNITIES to check for an existing expansion opp.
- 7.Synthesise: qualified (yes/no), signals, expansion vector, ARR delta, and opening approach.
Disqualify rather than stretch. If any signal is borderline, recommend watch rather than pitch.
Selected tools (6)
Proven outcomes
What customer engineering teams achieve with Quivly
< 2 hours
to first custom agent live
1,000+
pre-built tools and connectors
3×
more custom workflows shipped per quarter
Agent builder
Compose custom agents on a visual canvas — no code required
Drag triggers, tools, and AI reasoning steps onto a workflow canvas. Branch logic across CRM, warehouse, and comms systems — then test against real account data before anything ships.
- Visual builder with triggers, tools, and AI insight nodes
- 1,000+ pre-built connectors to CRM, billing, support, and data warehouse
- Test runs against live customer context before deployment
Agent builder
Integration Health Monitor · draft
Fires when connector sync fails or latency spikes.
Pull customer tier, owner, and open projects.
Routes technical context to on-call with a CSM summary.
Deploy & govern
Roll out to segments with guardrails
Target enterprise tiers, strategic books, or custom cohorts. Start with a canary slice, watch error rates, and expand to the full book — with a live activity log and approval queue for every customer-facing action.
- Canary rollouts to tiers, segments, or account lists
- Real-time activity stream with reasoning steps for compliance review
- Brand voice, approval thresholds, and escalation policies enforced by default
Deploy agent
Usage Spike Responder · v3
- ✓Enterprise tier42 accts
- ✓Strategic book18 accts
- Mid-market · West67 accts
- Pilot cohort Q19 accts
Rollout
Staged · 10% canary first
Full book in 48h if error rate < 1%
Owners
Shalabh · Solutions Eng
CS notified on customer-facing actions
"Quivly consolidates our scattered customer data, both qualitative and quantitative, into a tailored health score with clear justifications and recommended actions. It's surfaced insights about our customers we never would have caught on our own"
Daniel Sola
Senior Solutions Engineer at Union AI
Trusted by post-sales teams at
FAQ
Common questions from customer engineering teams about Quivly
No. Customer engineers compose agents on a visual canvas — wiring triggers, tools, and AI steps without writing code. Your team can start from pre-built templates or build net-new workflows in plain English.
Salesforce, HubSpot, Slack, Zendesk, Stripe, Snowflake, Segment, and 1,000+ more across CRM, customer success, support, comms, billing, and data. Agents pull context from your stack and write actions back to the same systems your team already uses.
Deploy to a tier, segment, or account list with an optional canary slice first. Quivly tracks error rates and guardrail violations — if thresholds pass, the rollout expands automatically. CS is notified on every customer-facing action.
Only if you configure it. Internal-only actions run autonomously by default. Customer-facing outreach routes through approval thresholds you define — high-stakes messages always require a human sign-off before they leave your domain.
Most customer engineering teams have their first agent running within an afternoon. Connect your CRM and data sources, compose on the canvas, set guardrails, and deploy to a pilot segment — no platform team backlog required.
Get started
Stop routing every custom workflow through a platform backlog
Book a 30-minute demo and we’ll show you how customer engineers compose, test, and deploy agents across a portfolio like yours.
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