AI assistant for KPIs and customers

The AI assistant works with your company’s data exactly as far as you can see it: a manager asks about their team, an employee about their own scores and customers.

Ask, in plain words

• “Who fell below Good this month, and why?”, “Which deals over 10,000 are stuck?”, “What is due today?” — the answer comes with the figures that matter and links to the records.
• On any list, filters are set from a sentence.

Say what happened

• “Called Ioana Pop, she wants an offer for three chairs by Friday” becomes a proposed activity, task and deal — which you check and confirm. Nothing is saved without you.
• The same for KPI values entered by hand, or a scorecard started from a description, as a draft.
• You can dictate too, on the phone or the computer.

Summaries and next steps

• A customer’s or a deal’s story and what is worth doing now; the pipeline’s health; the team’s scores and what moved them.
• The themes in customer feedback and the units that stand out; drafts of follow-up emails and complaint replies.
• A weekly summary on Monday morning, for whoever wants it.
• Your own CRM indicators and import column matching, proposed from a description.

Your data stays yours

• It is off until your company switches it on (Professional and Enterprise).
• People’s names, emails and phone numbers leave for the AI provider only as aliases and are put back inside Harmoniq.
• We don’t keep the questions or the answers, only the fact that they happened; the provider of Harmoniq’s account does not use the data for training.
• On Harmoniq’s account the plan includes a number of requests a month, and the usage is always visible in the app; you can also connect your own Anthropic, OpenAI or Google Gemini account, with no limit from Harmoniq.