CustomerIQ AI Assistant by CustomerIQ

From producers to CSRs, your team manages thousands of conversations every week. Until now, there is no visibility into the quality of these conversations, producers and CSRs are overwhelmed with administrative work updating your CRM/AMS systems, and important details can fall through the cracks, leading to potential E&O claims.

CustomerIQ integrates seamlessly with your VoIP, email, and other conversation channels to provide 100% visibility into conversation quality, coach producers and CSRs on revenue-winning strategies, automate all notetaking and task management across various systems, and organize every email in your inbox. The result is better customer experience across phone and email conversations, more revenue through cross-sell opportunities, and increased capacity for every producer/CSR saving over 1 hour per day on email and CRM. Plus, with every conversation perfectly organized in one place you have a searchable, intuitive defense against E&O claims.

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CustomerIQ is an AI-native platform and integrates with all your existing tools. Think of CustomerIQ as the AI connective tissue between your email, VoIP, and AMS - automating tedious tasks and making sure the team never misses a detail.

Important company certifications: SOC 2 Compliant