Most systems store. Few read.
The signals that a deal is slipping or a complaint is repeating are already in your system, but nobody has time to read it all.
QuipAI reads leads, tickets and knowledge, and surfaces what needs action.
QuipAI
Not a chatbot. AI agents that work inside the workflow.
QuipAI reads the same records your team does — leads, tickets, bookings, knowledge — and turns them into scores, drafts, routes and next actions, with the reasoning attached and a human in control.
- 9Sales intelligence capabilities
- 15Service intelligence capabilities
- 3Knowledge AI modules
- ExplainableEvery score & recommendation
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — QuipAI overview: pipeline health score, weekly digest and top opportunities
AI Overview SearchAR
₹190L+8%
Active pipeline
₹50L+12%
Won revenue
16%+2%
Win rate
72%+5%
Forecast accuracy
AI weekly digest 8 events
Harbour Line leadership presentation confirmed for the 25th — expect close by mid-April
North Pier responded in under 30 minutes to contract terms — high-intent buyer
Island Bay evaluating a cheaper alternative — decision by month end, needs attention
Meridian board meeting on the 5th — prepare the executive summaryAction
Vantage quantified ₹50L annual savings — send the formal proposal
Sunrise requirements are complex — allow extra time for the custom proposal
Top opportunitiesby AI confidence
94Harbour LineClose by 15 Apr₹24.0L
91North Pier ResortsClose by 15 Apr₹9.5L
87Island Bay GroupClose by 15 Apr₹45.0L
83Meridian RetailClose by 15 Apr₹21.0L
80Vantage LogisticsClose by 15 Apr₹16.5L
4 capability areas · 27 modules
Everything QuipAI covers, at a glance
01
Sales Intelligence
The reason to switch. Most CRMs store what happened — QuipAI reads it. Scoring, risk detection, coaching and forecasting run on your own pipeline, and every output carries the reasoning behind it.
- AI Overview
- Lead Ranking
- Pipeline Flaws
- At-Risk Deals
- Team Coaching
- Win / Loss Analysis
- Smart Search
- Score Inside the Lead
- Role-Aware Assistant
Service Intelligence — In the Ticket
The intelligence layer, one column wide, on every ticket an agent opens.
- Agent Assistant
- Knowledge Base
- Requester Chat Assistant
- Activity Log
- AI Insights
- Conversation Trend
- Collapsible AI Rail
Service Intelligence — Agentic & Analytics
The control plane for autonomous resolution, and the numbers that justify widening it.
- Command Centre
- Live Monitor
- AI Setup & Guardrails
- AI Performance
- Agent Hub
- Ticket Deflection
- Ticketing Dashboard
- SLA & Agent Analytics
Knowledge Studio & Agent Assist
One knowledge base behind the bots, the assistant and the agents.
- GenAI Knowledge Base (Knowledge Studio)
- Smart Agent Assistant
- KMS & FAQ Builder
Why it matters
Where the work usually falls through
AI answers nobody can check
A score or a draft without reasons gets ignored, or trusted when it should not be.
Every score, draft and route carries the reasoning and the records behind it.
Automation without a brake
Letting AI act on its own is a leap most teams rightly hesitate to take.
Confidence thresholds you set decide when AI acts and when a person takes over.
01 · Sales Intelligence
9 modulesSales intelligence that reads your own pipeline
The reason to switch. Most CRMs store what happened — QuipAI reads it. Scoring, risk detection, coaching and forecasting run on your own pipeline, and every output carries the reasoning behind it.
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — QuipAI overview: pipeline health score, weekly digest and top opportunities
AI Overview SearchAR
₹190L+8%
Active pipeline
₹50L+12%
Won revenue
16%+2%
Win rate
72%+5%
Forecast accuracy
AI weekly digest 8 events
Harbour Line leadership presentation confirmed for the 25th — expect close by mid-April
North Pier responded in under 30 minutes to contract terms — high-intent buyer
Island Bay evaluating a cheaper alternative — decision by month end, needs attention
Meridian board meeting on the 5th — prepare the executive summaryAction
Vantage quantified ₹50L annual savings — send the formal proposal
Sunrise requirements are complex — allow extra time for the custom proposal
Top opportunitiesby AI confidence
94Harbour LineClose by 15 Apr₹24.0L
91North Pier ResortsClose by 15 Apr₹9.5L
87Island Bay GroupClose by 15 Apr₹45.0L
83Meridian RetailClose by 15 Apr₹21.0L
80Vantage LogisticsClose by 15 Apr₹16.5L
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — AI-ranked lead list ordered by score
Lead Ranking SearchAR
AI-ranked leads (8)engagement · fit · intent · recency
#194Harbour Line NegotiationAsha Rao · updated todayVery positive₹24.0L
#291North Pier Resorts NegotiationDev Menon · updated todayVery positive₹9.5L
#387Island Bay Group ProposalRahul Shah · updated todayCautious₹45.0L
#483Meridian Retail QualifiedPriya Nair · updated todayPositive₹21.0L
#580Vantage Logistics NegotiationKiran Das · updated todayPositive₹16.5L
#679Coastal Tours Co QualifiedMeera Iyer · updated todayPositive₹8.5L
#776Sunrise Hotels ProposalSana Ali · updated todayCautious₹18.0L
#874Metro Cab Co QualifiedVikram Sethi · updated todayNeutral₹28.0L
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Pipeline process problems found by QuipAI with severity and deals affected
Pipeline Flaws SearchAR
Process problems found Scanned 48 deals
HighSingle-threaded deals5 deals
5 of 12 deals above ₹8L have one contact. Multi-thread before proposal.
MediumSlow first response11 leads
Median first response 2.4h vs 1h benchmark. New leads cool before contact.
MediumPipeline concentration2 accounts
41% of weighted value sits in two accounts. Forecast is fragile.
LowDiscounting pattern6 wins
Discounts above 12% in 6 of the last 9 wins. Pricing guidance drifting.
Response time vs benchmark
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Deals about to slip, with the reasons and the suggested next action
At-Risk Deals SearchAR
3
Deals at risk
₹91L
Value at risk
2+1
Flagged this week
Island Bay Group84%
₹45.0L
- No reply in 6 days
- Competitor mentioned twice
- Champion went quiet
Call the sponsor; offer a reference
Sunrise Hotels71%
₹18.0L
- Proposal open 11 days
- Budget owner not on thread
Multi-thread to finance
Metro Cab Co62%
₹28.0L
- Close date moved twice
Confirm decision process
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Per-rep coaching view with grades and trends
Team Coaching SearchAR
Repsgraded on deals, response, conversion
PNPriya Nair improving4 deals₹70L25%A-
RSRahul Shah stable6 deals₹64L31%B+
ADAnita Desai declining2 deals₹22L9%C+
VSVikram Sethi improving3 deals₹38L18%B
NGNeha Gupta improving5 deals₹41L30%B+
Anita Desai · where deals are lost
Proposal → Negotiation-58%
Avg response75 min
Coach on proposal follow-up cadence; pair on the two open negotiations this week.
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Won and lost deals analysed by reason
Win / Loss Analysis SearchAR
Loss reasons · last quarter
Price34%
No decision26%
Competitor feature18%
Timing14%
Other8%
23+4
Won
31-2
Lost
What wins look like Pattern
Demo within 5 days of first contact — 2.1× win rate
Two or more contacts on the deal before proposal
Pricing shared on the call, not by email
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Natural-language search across leads and deals
Smart Search SearchAR
deals above ₹10L in proposal with no activity this weekAsk
4 resultsinterpreted: stage = Proposal · value > ₹10L · last activity > 7d
RSIsland Bay GroupProposallast activity 9d₹45.0L
SASunrise HotelsProposallast activity 9d₹18.0L
VSMetro Cab CoQualifiedlast activity 9d₹28.0L
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — A lead record with its AI score broken down by factor
Lead Score SearchAR
Lead
HL94
Harbour Line
Ferry operator · Kochi
Owner Asha Rao
Stage Negotiation
Value ₹24.0L
Last touch Call · yesterday
Why 94 Explainable
Engagement88
Fit76
Intent91
Recency64
Opened the proposal 4 times; asked for a reference; decision owner on the last call.
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — A ticket with the QuipAI rail drafting a reply
Agent Assistant SearchAR
HL-2041 · Refund not receivedHigh · SLA 8m
MI
I cancelled booking HL-8750 on Monday and the refund still hasn't arrived. It's been 5 days.
MI
Can you tell me when I'll get it?
RefundsWhatsAppBooking HL-8750 · ₹2,180 · cancelled 5d ago
QuipAI 91% confident
Drafted reply
Hi Meera — sorry for the wait. Your refund of ₹2,180 for HL-8750 was initiated on Monday and takes 5–7 working days to reach your bank, so it should land by Thursday. I've added a note to alert you the moment it clears.
Refund policy §3 Payment gateway log
SendEditAgent reviews before send
01
AI Overview
Pipeline health scored, with the reasons behind it
- Active pipeline, won and lost revenue, win rate, average response time and forecast accuracy
- A weekly digest of the events that actually moved deals, with flagged actions
- Top opportunities ranked by AI confidence, each with a close date
02
Lead Ranking
Your whole book, ordered by what to do first
- Every lead scored 0–100 from engagement, fit, intent and recency
- Sentiment, buy signals and open risks shown per lead
- The first row of the list is genuinely the first call of the day
03
Pipeline Flaws
It finds the process problem, not just the deal
- "5 of 12 deals above ₹8L are single-threaded" — named, quantified, with leads affected
- First-response time measured against an industry benchmark
- Competitive gaps, pricing behaviour and pipeline concentration flagged by severity
04
At-Risk Deals
Flagged before they go quiet
- Urgency, days to decision and the specific risk on every at-risk deal
- A recommended recovery play, not just an alert
- Risk factor comparison across score, sentiment, response, engagement and stakeholders
05
Team Coaching
Where each rep is actually losing deals
- Per-rep active deals, pipeline, wins, average response time and conversion
- Improving, stable or declining trend called out per person
- The evidence a one-to-one needs instead of a gut feeling
06
Win / Loss Analysis
The patterns behind closed deals
- What winners had in common — multi-stakeholder engagement, early champion, fast response
- Common loss factors — single-threaded, product gap found late, price-led evaluation
- Average win cycle compared against the deals that stalled
07
Smart Search
Ask in plain English, get real filters
- "High value deals stuck in negotiation" becomes stage and deal-value filters
- QuipAI shows the filters it applied, so you can check its work
- Results carry the score, the reasoning and the recommended next step
08
Score Inside the Lead
No separate tool to open
- The AI score sits in the lead record next to win probability and engagement
- Days in stage and follow-up count shown alongside
- A plain recommendation — "hot lead, prioritise for closing"
09
Role-Aware Assistant
One click away on every screen
- Ask for top leads, deals at risk, pipeline health or a drafted follow-up
- Answers adapt to the role you are working in
- Replies cite the specific deals behind the answer
02 · Service Intelligence — In the Ticket
7 modulesA second pair of eyes on every ticket
The intelligence layer, one column wide, on every ticket an agent opens.
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — A ticket with the QuipAI rail drafting a reply
Agent Assistant SearchAR
HL-2041 · Refund not receivedHigh · SLA 8m
MI
I cancelled booking HL-8750 on Monday and the refund still hasn't arrived. It's been 5 days.
MI
Can you tell me when I'll get it?
RefundsWhatsAppBooking HL-8750 · ₹2,180 · cancelled 5d ago
QuipAI 91% confident
Drafted reply
Hi Meera — sorry for the wait. Your refund of ₹2,180 for HL-8750 was initiated on Monday and takes 5–7 working days to reach your bank, so it should land by Thursday. I've added a note to alert you the moment it clears.
Refund policy §3 Payment gateway log
SendEditAgent reviews before send
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Knowledge base sources being loaded, extracted, tested and published
Knowledge Studio SearchAR
Load Extract Test Publish
Sources (6) Add
Refund & cancellation policy.txt14 Q&A
Vehicle policy.docx9 Q&A
harbourline.example/faq31 Q&A
Timetable notes.txt12 Q&A
Boarding rules.docxextracting…
Agent SOP v4.docxqueued
Test the knowledge base Cited
Can I get a refund 2 hours before departure?
Cancellations up to 2 hours before departure are refunded at 80%. Inside 2 hours, no refund — but you can reschedule once for free.
Refund policy §2.1Confidence 93%
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — A bot conversation handed to an agent below the confidence threshold
Bot-to-Human Hand-over SearchAR
WhatsApp · +91 •••• 4021
We're a group of 40 — can we book the 11:00 with a private deck?
Group bookings above 25 need a quick check with our team. I'm connecting you to a person now — they have this conversation.
Confidence 54% — below your 70% threshold
Hi, this is Sana from Harbour Line. Yes — the upper deck seats 48. Which date?
Hand-over packetAgent has context
Reason Group size exceeds self-service limit
Summary 40 pax, 11:00 sailing, wants private deck
Customer Returning · 3 previous bookings
Suggested Upper-deck group rate, ask for date
Assigned Sana Ali · 12s to pick up
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Who did what on a ticket, in order
Activity Log SearchAR
HL-2041 · Refund not receivedHigh · SLA 8m
MI
I cancelled booking HL-8750 on Monday and the refund still hasn't arrived. It's been 5 days.
RefundsWhatsAppBooking HL-8750 · ₹2,180 · cancelled 5d ago
Activity
09:12Meera Iyeropened ticket via WhatsApp
09:12QuipAIcategorised Refunds · priority High · SLA 30m
09:13QuipAIdrafted reply (91%) with 2 citations
09:15Asha Raoedited and sent the reply
09:15SystemSLA paused · waiting on customer
10:40Meera Iyerreplied "Thanks, got it"
10:41Asha Raoresolved · CSAT survey sent
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — A feed of AI-detected events with recommended actions
AI Insights SearchAR
AI insights · this week 6 new
Reply quality on refund tickets up 14% since the new policy doc was publishedOpen
Reschedule requests spiking on the 11:00 sailing — 3× normal; check capacityOpen
Priya resolved 9 tickets under SLA today; strongest on boarding issuesOpen
Suggested macro: "Refund timing" — would have covered 22 tickets this weekOpen
Two agents over capacity after 4pm; hand-overs queueing 6 minOpen
Knowledge base answered 71% of web questions without a ticketOpen
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Conversation activity across the week
Conversation Trend SearchAR
Conversations · 7 daysAI · human
126+8%
Avg per day
11:00
Peak hour
3.4 msgs+0.3
Engagement
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Ticket workspace with the AI rail collapsed to icons
Ticket Workspace SearchAR
HL-2041 · Refund not receivedHigh · SLA 8m
MI
I cancelled booking HL-8750 on Monday and the refund still hasn't arrived. It's been 5 days.
MI
Can you tell me when I'll get it?
RefundsWhatsAppBooking HL-8750 · ₹2,180 · cancelled 5d ago
01
Agent Assistant
A drafting assistant that has already read the ticket
- Drafts a reply grounded in the ticket, the knowledge base and the activity log
- Sits in the AI rail beside the thread, one column wide
- The agent reviews and sends — the draft does not go out on its own
02
Knowledge Base
The answer the agent would have gone looking for
- Surfaces the knowledge article relevant to the ticket directly in the rail
- Saves the agent a separate search across a help centre or wiki
- The same knowledge base grounds the requester chat assistant and the drafted reply
03
Requester Chat Assistant
Deflection at the point of asking, not after
- Answers the requester from the knowledge base before a ticket is even created
- Part of the self-service intake flow, ahead of the "file a ticket" step
- Reduces volume at the point of asking rather than after a ticket is already open
04
Activity Log
Who did what to this ticket, in order
- Every assignment, status change, escalation and reply recorded in order
- Gives a new agent or a manager the full history without asking around
- The same log AI Insights scores against
05
AI Insights
Scored skills and gaps behind the reply that went out
- Scores the skills and gaps visible in how a ticket was actually handled
- Greets the signed-in agent by name inside the rail
- Turns individual tickets into material for a coaching conversation
06
Conversation Trend
Activity, performance and engagement across the week
- A week-level view of conversation activity, performance and engagement
- Sits alongside the per-ticket AI insights rather than replacing them
- Gives an agent context on their own week, not just the one ticket in front of them
07
Collapsible AI Rail
One column when you want it, an icon rail when you do not
- The AI rail expands to a full column or collapses to an icon strip
- Lets an agent reclaim screen width for the thread when the AI panel is not needed
- State persists so the choice does not reset on every ticket
03 · Service Intelligence — Agentic & Analytics
8 modulesThe control plane for autonomous resolution
The control plane for autonomous resolution, and the numbers that justify widening it.
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Volume, resolution rate and handling time on one board
Command Centre SearchAR
412+6%
Volume today
61%+3%
Resolved by AI
4m 10s-40s
Avg handling
9
Open escalations
Volume · today by hour
By channel
WhatsApp46%
Web chat31%
Email17%
Forms6%
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Every AI conversation in progress with its confidence
Live Monitor SearchAR
14
Live now
82%
Avg confidence
2
Below threshold
70%
Threshold
Conversations the AI is holding
Refund status for HL-8750WhatsApp
96%Answering
Can I bring a bicycle?Web
91%Answering
Change name on ticketWeb
88%Self-service
Group booking for 40 peopleWhatsApp
54%Handing over
Invoice with GST numberEmail
72%Answering
Complaint about crewWhatsApp
31%Handed over
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Confidence thresholds, approvals and escalation rules
AI Setup & Guardrails SearchAR
Confidence & hand-over
Answer automatically above70%
Escalate to a person below55%
Always hand over on "refund" + "complaint"
Customer can ask for a human at any point
Approvals & audit
Agent reviews drafts before sending
AI may issue refunds under ₹500
Log every AI action with its reasoning
Knowledge sources: approved only
Changes take effect immediately and are versioned.
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — AI accuracy over time and CSAT against human agents
AI Performance SearchAR
89%+3%
AI accuracy
4.6
CSAT · AI
4.7
CSAT · human
7%-2%
Corrections by agents
Accuracy · 12 weeks
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Escalation queue and agent capacity
Agent Hub SearchAR
Escalation queue (9)2 waiting > 5m
Group booking for 40 peopleWhatsApp6mAssign
Complaint about crewWhatsApp5mAssign
Corporate invoice changeEmail3mAssign
Vehicle bay not shownWeb2mAssign
Refund for double chargeWeb1mAssign
Capacity
ARAsha Rao
3/5
DMDev Menon
5/5
PNPriya Nair
2/4
RSRahul Shah
4/5
SASana Ali
1/4
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Deflection funnel and CSAT for AI versus human
Ticket Deflection SearchAR
1,284
Conversations
64%+4%
Deflected
29%
Handed over
4.6 / 4.7
CSAT · AI vs human
Where it went
Answered by knowledge base58%
Self-service action (reschedule, resend QR)6%
Handed to agent · low confidence21%
Handed to agent · customer asked8%
Abandoned7%
Deflection · 8 weeks
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Analytics dashboard with KPIs, a trend line and a breakdown
Analytics SearchAR
128-9%
Open tickets
94%+2%
SLA met
11m-3m
First response
4.7+0.2
CSAT
Tickets · 30 days
By category
Refunds
31%
Reschedule
24%
Boarding / QR
18%
Payments
15%
Other
12%
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — SLA compliance by department and agent leaderboard
SLA & Agent Analytics SearchAR
SLA compliance · by department
Refunds91%
Reschedule97%
Boarding94%
Payments88%
General98%
Leaderboard · this week
1PNPriya Nair41 resolvedCSAT 4.8
2ARAsha Rao38 resolvedCSAT 4.7
3DMDev Menon35 resolvedCSAT 4.6
4RSRahul Shah29 resolvedCSAT 4.7
5SASana Ali27 resolvedCSAT 4.9
01
Command Centre
Volume, resolution rate and handling time on one board
- Volume, resolution rate and average handling time shown on one operational board
- The top-level view of what the AI is handling across the whole desk
- Where a manager starts before drilling into a single conversation
02
Live Monitor
Every conversation the AI is holding, with its confidence
- Every live AI-held conversation listed with its current confidence score
- Lets a supervisor see, in real time, what the AI is about to do
- The confidence score is what the guardrail threshold acts on
03
AI Setup & Guardrails
Confidence and escalation thresholds you set, not inherit
- Confidence and escalation thresholds are configured per desk, not fixed by the vendor
- Setting the threshold higher hands over more to a human; lower lets the AI take more
- Changes here are what AI Performance and Ticket Deflection then measure against
04
AI Performance
Accuracy over time, and CSAT for AI against human
- Tracks AI accuracy over time rather than a single point-in-time number
- Compares CSAT on AI-handled conversations against human-handled ones
- The evidence for deciding whether to widen or narrow what the AI handles
05
Agent Hub
The escalation queue and who has capacity for it
- Shows the queue of conversations escalated out of the AI
- Agent capacity visible alongside the queue so hand-over goes to someone free
- Connects the agentic layer back to the human assignment rules
06
Ticket Deflection
What never reached an agent, and by which route
- Counts what was resolved without ever reaching a human agent
- Broken down by the route it was deflected through (chat, knowledge base and similar)
- The number that justifies — or does not yet justify — widening AI scope
07
Ticketing Dashboard
Agent and manager views over the same dataset
- One dashboard with both an agent view and a manager view
- Both views read the same underlying ticket dataset — no separate reporting pipeline
- The general operational home page for the desk
08
SLA & Agent Analytics
Compliance by department, leaderboard, workload
- SLA compliance broken down by department
- An agent leaderboard alongside workload distribution across the team
- Turns the same activity data used for escalation into a management report
04 · Knowledge Studio & Agent Assist
3 modulesThe knowledge behind every answer
One knowledge base behind the bots, the assistant and the agents.
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Knowledge base sources being loaded, extracted, tested and published
Knowledge Studio SearchAR
Load Extract Test Publish
Sources (6) Add
Refund & cancellation policy.txt14 Q&A
Vehicle policy.docx9 Q&A
harbourline.example/faq31 Q&A
Timetable notes.txt12 Q&A
Boarding rules.docxextracting…
Agent SOP v4.docxqueued
Test the knowledge base Cited
Can I get a refund 2 hours before departure?
Cancellations up to 2 hours before departure are refunded at 80%. Inside 2 hours, no refund — but you can reschedule once for free.
Refund policy §2.1Confidence 93%
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — A ticket with the QuipAI rail drafting a reply
Agent Assistant SearchAR
HL-2041 · Refund not receivedHigh · SLA 8m
MI
I cancelled booking HL-8750 on Monday and the refund still hasn't arrived. It's been 5 days.
MI
Can you tell me when I'll get it?
RefundsWhatsAppBooking HL-8750 · ₹2,180 · cancelled 5d ago
QuipAI 91% confident
Drafted reply
Hi Meera — sorry for the wait. Your refund of ₹2,180 for HL-8750 was initiated on Monday and takes 5–7 working days to reach your bank, so it should land by Thursday. I've added a note to alert you the moment it clears.
Refund policy §3 Payment gateway log
SendEditAgent reviews before send
app.quipcom.ai
Illustrative UI
Illustrative QuipAI screen — Curated FAQ built from sources
KMS & FAQ Builder SearchAR
FAQ · Refunds (14)Published
How long does a refund take?Approved
Can I cancel inside 2 hours?Approved
Is the booking fee refundable?Approved
How do I reschedule instead?Approved
Refund for a missed sailing?Approved
Edit answer
How long does a refund take?
Refunds are initiated the same day and reach your bank in 5–7 working days. UPI refunds are usually faster.
Refund policy §3 Gateway SLA
01
GenAI Knowledge Base (Knowledge Studio)
Load, extract, test, publish
- Sources today: website URLs, .docx and text files (more source types at onboarding)
- Indexed passages are inspectable, not a black box
- An honest "not found" path when the relevance score is too low to answer
02
Smart Agent Assistant
A drafting assistant that has already read the ticket
- Suggested reply grounded in the ticket, the knowledge base and the activity log
- "Ask QuipAI" available inline inside the lead or ticket
- The agent edits and sends — nothing goes out unreviewed unless configured to
03
KMS & FAQ Builder
Curated Q&A built from the real sources
- Curated question-and-answer pairs sit alongside the extracted passages
- The same curated set is what the bots and the assistant draw on
- Publishing is versioned, so a change can be reviewed before it goes live
What changes
Before and after, in plain terms
Operational changes, not promised percentages. We size the impact with you against your own baseline.
Area
Today
With QuipAI
Prioritising
Reps choose who to call by instinct.
Every lead scored on engagement, fit, intent and recency, with the reasons shown.
Deal risk
A slipping deal is noticed after it has gone quiet.
At-risk deals flagged with the specific risk and a recovery play.
Replies
Agents draft every answer from scratch.
Drafts grounded in the ticket and knowledge base, reviewed before sending.
Autonomy
AI is either off or unchecked.
Thresholds per desk, a live monitor, and hand-over to an agent with capacity.
Proof
AI value is argued from anecdotes.
Accuracy over time, CSAT against human handling and deflection by route.
Built for you
One workspace, 5 roles
Each role sees its own queue, its own actions and the same underlying record.
For the sales leaders
Run the pipeline review on pipeline health, at-risk deals and coaching evidence.
- Pipeline health with the reasons behind the score
- At-risk deals with a recovery play
- Per-rep coaching evidence and trend
Modules they use most
Part of the platform
QuipAI is one product. The platform keeps it connected.
Configured to your process, brand, roles and integrations. The layer underneath is shared, so adding another product extends what you already run.
Shared across every QuipCom product
Roles & permissionsTheme & brandingWorkflow rulesAPIs & integrationsAgentic AI
Deployment: Cloud · SaaS · On-premise
Works with Sales CRM
Inside Sales CRM
Scoring, risk, coaching and forecasting on your own pipeline.
Explore Sales CRM Works with Service CRMInside Service CRM
Drafting, knowledge, guardrails and the agentic control plane on every ticket.
Explore Service CRM Works with Conversational AIOn your website and WhatsApp
Cited answers from your knowledge base, with hand-over when unsure.
Explore Conversational AIRollout
How it goes live
Each phase is usable on its own. Configuration follows your process, not a fixed template.
Where things stand
What you can see working in a demo today, and what is configured during production activation.
Demonstrable today
- All nine Sales Intelligence capabilities
- All seven Service Intelligence in-ticket capabilities
- All eight Service Intelligence agentic & analytics capabilities
- Knowledge Studio and Agent Assist on real extracted content
Production activation
- Model governance, evaluation and data-protection controls
- Knowledge sources connected server-side for your domain
- Provider credentials for the channels QuipAI operates on
QuipAI: questions teams ask
No. It is embedded across work queues and records to help teams classify, summarize, route, draft, and act — the website chatbot and WhatsApp bot are one surface among many.
Yes. Configure human approval, confidence thresholds, and exceptions for each workflow.
Yes. Approved knowledge, SOPs, and connected workflow data ground recommendations in your business context.
The platform is model-agnostic and hosted in-region where required; customer data is not used to train shared models.
Still need help? Book a demo.
Bring a week of real pipeline or tickets.
We’ll show QuipAI scoring, drafting and routing on sample data shaped like yours, with the reasoning visible.