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Quivly vs. Agency

Quivly vs Agency: keep post-sales running after Kai

Kai from Agency was built for tackling specific post-sales workflows. Quivly is your autonomous OS for all things post-sales, from project management for onboarding to running product adoption, expansion and retention plays.

  • Two-step migration: connect your stack, then turn on plays and projects
  • Customer data connected across CRM, data, billing, product, support
  • Actions Feed drafts the next step for your team to approve

Two-step migration — see integrations or book a demo for timelines.

Trusted by teams at

Eragon
Uplex
Union AI
Atlas
Brief
Siftly
Mycroft
AgentPress
Eragon
Uplex
Union AI
Atlas
Brief
Siftly
Mycroft
AgentPress

Capability coverage at a glance

Both ran agents on customer signals for health, renewals, and expansion. Quivly adds a persistent workspace, Radar, MCP, and agentic project management for FDEs.

CapabilityQuivlyAgency
Health / risk scoringYesYes
AI agents & drafted outreachYesYes
Playbooks / automated workflowsYesYes
Persistent Customer 360 workspaceYesNot a focus
Agentic project management for FDEsYesNot a focus
MCP / assistant accessYesNot a focus
External market signals (Radar)YesNot a focus
CRM + warehouse + billing in one viewYesPartial or depends on setup

What sets Quivly apart from Agency?

Short answer: Agency’s Kai was an autonomous AI co-worker for B2B customer success — not a dashboard — that monitored email, calls, Slack, tickets, and product usage, updated health scores, and acted across the book. Klaviyo acquired Agency’s team and technology on August 5, 2026; Agency announced a wind-down on August 31, 2026. Quivly is an agentic post-sales system with a persistent Customer 360, Actions Feed, Ask Quivly, and Radar, typically live in days.

What is the difference between Quivly and Agency?

Agency’s product, Kai, was positioned as an autonomous teammate rather than a copilot or CS platform: total customer intelligence from emails, calls, Slack, support tickets, and product usage; real-time health scores; playbooks across the whole book, including the long tail CSMs often cannot cover; and action inside priorities and guardrails you set — marketed as no approval chains. Quivly is a post-sales system of action: a persistent Customer 360 across CRM, warehouse, billing, product, Slack, transcripts, and support; health scores with explainable drivers; an Actions Feed that drafts next steps for a human to approve; Ask Quivly; and Radar for external account signals. Overlap is real on health, agents, and book-wide coverage; the split is workspace vs teammate, human review, and the fact that Kai is winding down.

What was Agency (Kai) best for?

Lean B2B software CS teams that wanted an AI co-worker to cover the whole book — especially long-tail accounts that never got a dedicated CSM. Kai followed up meetings, monitored health continuously, surfaced at-risk accounts early, and pitched expansion from usage patterns. It was a fit when the goal was autonomous coverage rather than standing up another CS dashboard.

What is Quivly best for?

Post-sales teams that need a durable operating picture of the installed base: health and risk with drivers you can trace, onboarding and implementation tracked as projects, renewals and expansion with drafted next steps, and answers across CRM, warehouse, billing, and support. Quivly is designed so a human reviews customer-facing work before it sends.

Where did Quivly and Agency overlap?

Both connected CRM and conversation data (email, Slack, calls) plus product usage; both scored health and risk; both ran agents that followed up, flagged churn, and looked for expansion. Choosing between them was less “who has AI” and more whether you wanted an autonomous co-worker or a system of action with a workspace, warehouse and billing in the same view, and approval before send.

Why should Agency customers switch to Quivly?

Klaviyo acquired Agency’s team, software, and intellectual property — not a going-concern B2B CS product. Klaviyo is a B2C CRM; its published agent line (Composer and Customer Agent) serves consumer brands, not software CS teams. There is no public successor SKU for Kai. Quivly covers the same post-sales motions — and the rest of the OS Kai did not: onboarding project management for FDEs, plus adoption, expansion, and retention plays — via a two-step migration that typically goes live in days.

How do you migrate from Agency to Quivly in two steps?

Step 1: Connect CRM, billing, product telemetry, Slack, call transcripts and support or export data from Agency. Step 2: Build your own agents or work with Quivly FDEs to build agents for you. That’s it. Typical go live time in 1-2 days.

Trusted by teams from startups to enterprise post-sales teams.

Before Quivly, our team spent over half their time on manual data-gathering and spreadsheet wrangling. We saw immediate ROI: within our first two weeks.

Now months in, our CSMs are managing up to 60% more ARR in their books of business compared to before—effectively saving us from needing additional headcount as we scale.

Robyn Lee

Robyn Lee

Director of Customer Experience · Mycroft

"We look at Quivly notifications every day. Quivly has become a core part of our customer intelligence stack."
Shalabh

Shalabh

Head of Customer Solutions Engineering · Union AI

"Churn risk starts on day one. Quivly shows us what's happening in product usage, adoption, and value moments — there's immense value in that."
Chalam PVS

Chalam PVS

Co-founder, CEO · Siftly

"At Upflex, we have lots of different business models. The way Quivly centralizes all those disparate data points to predict revenue growth is amazing."
Ginger Dhaliwal

Ginger Dhaliwal

Cofounder · Upflex

"As founders we can't be in every QBR and every spreadsheet. Quivly is where we see which accounts are actually healthy and where expansion is real—so we spend time on revenue, not on stitching dashboards together."
One Chowdhury

One Chowdhury

Co-founder · Octolane AI

Why switch from Agency to Quivly?

Customer 360

A system of record, not only a teammate

CRM, data, billing, product, Slack, transcripts, and support stay connected in one place your team returns to — so context does not live only inside an agent that is winding down.

At-risk · by P(churn)

Signals re-ranked every hour

Live
AccountHP(↓)

Railway

Rescue4 signals
48
24%

Vercel

Medium2 signals
66
11%

Supabase

Low1 signal
71
4%

Resend

Stable0 signals
82
0.3%
Recent alerts

Vercel: Health 84 → 66 in 2 wks

Slack #customer-success · email digest

Railway: Score crossed below 50

P(churn) 24% · paged CSM

Actions Feed

Drafted next steps, with you in the loop

Signals become recommended plays with drafts to review and send. Coverage across the book without unattended customer-facing sends.

Expansion playbooks

Start when expansion signals match

2 live
Account · PlaybookStatusStep

Supabase

Expansion QBR + pricing bands

Gmail · SFDC
Running3 / 4

Vercel

New seats: approval loop

Slack · Cal
Running2 / 3

Railway

API tier — upgrade nudge

In-app · email
Queued0 / 2
Plays log

Slack: #expansion — Supabase QBR sent for review

Automated

Vercel: 12 seats — finance approval draft

Needs approval

In-app: Railway “upgrade API tier” nudge

Automated

Ask Quivly

Name an account. Know what is happening.

Ask about risk, renewals, or what changed — grounded in connected systems, including warehouse and billing, not only inbox and usage.

Portfolio command center

Heatmap · renewals · team load

Live

Portfolio health heatmap

Segments × regions · warmer tone = more attention needed

NA
EMEA
UK
APAC
LATAM
GC
JP
ROW
Enterprise
Mid-mkt
SMB
Velocity
Lower risk
Higher risk

Renewal risk · ARR at stake

Next 90 days$2.1M

prob.-weighted

91–180 days$890K
181+ days$340K

CSM workload & capacity

A. Kim42/48 accts
J. Park38/45 accts
M. Chen51/50 accts

Radar

External signals in the same view

Market and account context sits beside health and usage, so risk and opportunity show up before a renewal fire drill.

Expansion signals

Ranked for your book · last 30d

Live
Account · signalTypeAction

Supabase

Seats +18 · API calls +42% vs LM

High

+$240K ARR

Vercel

New workspace · 3 envs in 14d

New

Uplift

Railway

Adoption: deploys 2.1× L90

High

+$95K

Resend

Steady usage, cross-sell fit

Med

QBR

Watchlist

Vercel+Supabase: shared expansion cluster

CS + AE · #expansion

Railway crossed usage tier threshold

In-app nudge + Slack

FAQs

What happened to Agency after the Klaviyo acquisition?

On August 5, 2026, Klaviyo announced an agreement to acquire Agency’s team, proprietary software, and related intellectual property. Agency co-founder and CEO Elias Torres is joining Klaviyo as Chief Product Officer to lead Klaviyo’s agent products. Agency’s own site stated the company would wind down on August 31, 2026, and that it would reach out to customers about accounts and data.

Can Agency customers move to Klaviyo instead?

Not for the same job. Klaviyo is a B2C CRM for consumer brands. The agents named in the deal — Composer and Customer Agent — are marketing and consumer-support products, not a B2B customer-success co-worker. Klaviyo has not published a migration path or successor SKU for Kai.

How does the two-step migration from Agency work?

Step 1: Connect CRM, billing, product telemetry, Slack, call transcripts and support or export data from Agency. Step 2: Build your own agents or work with Quivly FDEs to build agents for you. That’s it. Typical go live time in 1-2 days.

Does Quivly send outreach without a human reviewing it?

No. Kai was marketed as autonomous action with no approval chains, inside priorities and guardrails you set. Quivly drafts actions — follow-ups, risk plays, expansion outreach — for your team to review and send. Approval stays with the people who own the relationship.

What about the long-tail accounts Kai was covering?

That coverage is the overlap. Quivly’s Actions Feed and health scoring run across the installed base, not only named accounts, so the bottom of the book still gets monitored and drafted next steps — with a human deciding what goes out.

Need a home for the book Kai covered?

See Quivly go live in days on connected customer data — health, renewals, and drafted next steps.