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Solution · Customer Engineers

Build agents your teamwill 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.

ExpansionDraft

Instructions

For the target customer, evaluate expansion readiness:

  1. 1.Use GET CUSTOMER to load tier, ARR, health score (70+), and renewal date.
  2. 2.Use GET HEALTH SCORE to confirm positive trend direction.
  3. 3.Use GET USAGE to verify strong, growing product engagement.
  4. 4.Use GET REVENUE for ARR trajectory and prior expansion history.
  5. 5.Use GET CONTACTS to confirm an active champion and reachable buyer.
  6. 6.Use SEARCH OPPORTUNITIES to check for an existing expansion opp.
  7. 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)

GET CUSTOMERGET CONTACTSGET HEALTH SCOREGET USAGEGET REVENUESEARCH OPPORTUNITIES

Proven outcomes

What customer engineering teams achieve with Quivly

< 2 hours

to first custom agent live

1,000+

pre-built tools and connectors

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

Save & test
Integration Health MonitorDRAFT
Live
TRIGGER
Webhook Trigger

Fires when connector sync fails or latency spikes.

TOOL
Get Account Context

Pull customer tier, owner, and open projects.

TOOL
Check Connector Health
TOOL
Fetch Error Logs
TOOL
Validate Field Mappings
TOOL
Get AI Root Cause
ACTION
Open FDE Case + Alert CS

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

Deploy
Target audience
  • Enterprise tier
    42 accts
  • Strategic book
    18 accts
  • Mid-market · West
    67 accts
  • Pilot cohort Q1
    9 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"
DS

Daniel Sola

Senior Solutions Engineer at Union AI

Trusted by post-sales teams at

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

FAQ

Common questions from customer engineering teams about Quivly

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.

Customer Engineers with Quivly | Build & Deploy Custom AI Agents