Automating post-sales is a set of operating choices. You decide what your team builds, what you run in a product, and what you have someone else manage. You connect the customer data those workflows need. You use one way to judge account health, and you send follow-ups that mention the actual account. You turn a written playbook into a workflow with a person approving the steps that reach a customer. Then someone has to own the workflow after it is live.
This guide covers five parts of that work. Each part describes the problem, and then describes how you handle it in Quivly.
Decide what to build internally, buy, or have managed
The choice is easy to blur. A playbook stays in a document. A script lives in a repo. A dashboard covers another slice of the motion. The full motion has no single home, so a new teammate cannot tell what is automated and what a person still does.
In Quivly, you can separate the three. You use Quivly as the system your team works in: the account, the score, the projects, and the feed. Your own team builds workflows on the agent canvas, with triggers, tools, and actions. Customer engineers are the people on your side who compose those agents and roll them out. If you want Quivly to build and watch the agents with you, Account Growth as a Service places a forward-deployed engineer on your team. You write down which motions you run yourselves, which ones the agents run, and which ones that engineer owns.
Connect customer data for account investigation and AI-assisted work
A workflow can only use the account it can see. If the CRM, usage, calls, support, and billing stay in separate tools, every question starts with an export. Two people can answer the same question differently, because they pulled different files.
You connect those systems to Quivly. The connections are listed on the integrations page, and the result is one account record. Ask Quivly answers from that record and shows the sources behind the answer. Notebooks cite the same sources. You investigate an account by asking a question or opening the record, and the assisted work uses the data you connected.
Establish consistent health assessments and contextual follow-ups
Health means a different thing on each person’s spreadsheet. Follow-up depends on who remembered the account. Two accounts with a similar problem get different responses, because the context was assembled in different ways.
Quivly scores every account with the same health score. You choose the categories and the inputs. Quivly explains the score in plain language and attaches the source. When the score moves, the Actions Feed ranks a follow-up and drafts the message from that change. Your team uses the same assessment on every account. The draft mentions the change that triggered it, and you review it before it sends.
Turn playbooks into tested workflows with appropriate approvals
A playbook in a document runs when a person remembers it. The steps drift. A new teammate runs a shorter version. Messages either go out with no review, or they wait, because the playbook never says who approves them.
You turn the playbook into an agent workflow in Quivly. You set the trigger, the steps, and the tools it can use. You run it on a small set of accounts and you read what it did in the activity log. Steps that reach a customer wait for approval. Your team reviews the draft in the Actions Feed, edits it if needed, and then sends it. The steps stay in the workflow, and approval stays on the steps a customer will see.
Monitor failures, maintain integrations, and assign ongoing ownership
A workflow stays useful only if a person owns it. A connection stops. An agent hits an error. If the log sits unread, the account record goes stale, and the team keeps using a score that is no longer current.
You name an owner for each workflow and for the connections behind it. Quivly logs what the agents do, so that owner can see the recent actions. The account record shows whether connected data is still arriving. When a source stops updating, the owner fixes the connection or pauses the workflow. The owner is a person on your team, so there is someone responsible when the automation stops.
What you end up with
Post-sales runs from connected accounts, a shared health score, and workflows your team has tested. Quivly is where that work lives. You choose what you build, what the agents run, and what a Quivly engineer manages with you. A person approves customer-facing steps and owns the workflow after it is live.
You can find the other guides in this set on the Guide to Post-Sales page.
