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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

CustomerIQ serves as an AI-driven assistant aimed at optimizing and simplifying administrative responsibilities for revenue teams, allowing them to redirect their efforts towards sales and enhancing customer interactions. It offers smooth integration with various platforms, including Zoom, Google Meet, Microsoft Teams, Gmail, Outlook, Salesforce, and HubSpot, and provides features such as AI-generated meeting notes, automated CRM updates, tailored email composition, and smart inbox organization. By capturing and summarizing meeting discussions, it automatically refreshes CRM records, crafts context-aware email responses, and organizes inboxes with intuitive labels. Additionally, CustomerIQ includes a content repository, enabling users to upload essential materials that the AI can utilize in communications. The platform also allows for the production of shareable clips from recorded meetings, fostering collaboration within teams and improving engagement with customers. Furthermore, its user-friendly interface enhances efficiency, making it a vital tool for any revenue team looking to maximize productivity.

Description

Smart Jelly is an AI assistant for macOS that consolidates work-related information from permitted applications and websites, including meetings, messages, emails, and notes. It features encrypted memory storage on the Mac that users can access by either text or voice, providing answers with clear links to the original sources. The tool includes functionalities such as dictation across various applications, voice assistance, preparation for meetings, in-call reminders, and the ability to track notes and follow-up tasks. By connecting to a Google account, it can generate emails and facilitate the creation of documents, spreadsheets, presentations, and calendar events for user approval. Additionally, optional browser agents execute web tasks with clear steps and require confirmation prior to processing payments. Users have the option to share specific memory content in read-only mode with other assistants via MCP. Tailored for solo knowledge workers, Smart Jelly operates on Apple silicon Macs running macOS 14 or newer, and the availability of usage options depends on the selected plan; currently, agents are in early access, allowing users to experience its capabilities firsthand. This innovative tool aims to enhance productivity and streamline workflows for its users.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Gmail Yes 
Google Calendar Yes 
Axis LMS Yes 
ChatGPT No 
Claude No 
Cursor No 
Gong Yes 
Google Meet Yes 
Google Sheets No 
Google Slides No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Model Context Protocol (MCP) No 
Salesforce Yes 
Slack Yes 
Zapier Yes 
Zendesk Yes 
Zoom Yes 

Integrations

Gmail Yes 
Google Calendar Yes 
Axis LMS No 
ChatGPT Yes 
Claude Yes 
Cursor Yes 
Gong No 
Google Meet No 
Google Sheets Yes 
Google Slides Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Outlook No 
Microsoft Teams No 
Model Context Protocol (MCP) Yes 
Salesforce No 
Slack No 
Zapier No 
Zendesk No 
Zoom No 

Pricing Details

$29 per month
Free Trial No 
Free Version Yes 

Pricing Details

$0
Basic is free with limited monthly usage. Plus and Pro offer higher allowances with monthly or annual billing; agents are in early access on both plans. Users can connect their own API keys to use Smart Jelly without app usage limits.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CustomerIQ

Founded

2023

Country

United States

Website

www.getcustomeriq.com

Vendor Details

Company Name

Keystone Intelligence Technologies

Country

United States

Website

smartjelly.ai/

Product Features

Product Features

Alternatives

Alternatives

No Alternatives
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