Ask for top leads, deals at risk, pipeline health or a drafted follow-up
Sales CRM · QuipAI
Role-Aware Assistant
One click away on every screen
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
In detail
What Role-Aware Assistant does
Part of QuipAI in QuipCRM — Sales CRM. 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.
Answers adapt to the role you are working in
Replies cite the specific deals behind the answer
Where it fits
A CRM that reads the pipeline and tells you what to do next
Role-Aware Assistant is 9 of 9 modules in this area. Each one works on the same record.
The Sales CRM workflow, end to end
Role-Aware Assistant supports this flow alongside the other Sales CRM modules.
- 01
Capture
Leads arrive from website forms, WhatsApp, email, campaigns or manual entry. QuipAI scores each one on arrival, so the queue is ordered before anyone opens it.
- 02
Engage
Multi-channel sequences and templates work the lead across email and WhatsApp. Every reply lands back on the record, and follow-up rules make sure nothing goes quiet.
- 03
Manage
Deals move through eight stages on a visual pipeline. Weighted value recalculates as they move, and high-value negotiations route to a manager for approval.
- 04
Close & learn
QuipAI flags the deals about to slip and the process problems behind the losses. Win/loss analysis turns each closed quarter into something the next one can use.
Related
More in QuipAI
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
AI Overview
Pipeline health scored, with the reasons behind it
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
Lead Ranking
Your whole book, ordered by what to do first
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
Pipeline Flaws
It finds the process problem, not just the deal
Bring one real pipeline.
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