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Customerly + Querri

Questions about your Customerly users and leads

Querri reads Customerly users and leads, including when they were first seen and last active, where they are, their subscription status and, for users, their NPS vote. Ask who is going quiet and where leads come from.

Querri only reads from Customerly and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.

What you can answer

Questions teams ask about their Customerly data

Which users have stopped showing up?

Customerly records each user's last activity, but tracking how many go quiet each week, split by country or subscription status, is a question you keep re-asking. Querri answers it once and watches the count every night.

Nightly insights & monitors

Do detractors churn more often?

Users carry an NPS vote and subscription status side by side. Querri compares the two and, joined with billing data, shows whether low votes lead to cancellations.

AI Chat

Where are new leads coming from?

Leads come over with country, region, browser and first-seen date. Querri charts lead volume by country and month on a dashboard that updates with each sync.

Dashboards

What comes over

What Querri reads from Customerly

Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.

  • Users
  • Leads
  • NPS votes
  • Subscription status
  • Last activity
  • Locations

Refreshed on your schedule

Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.

Read only

Querri reads from Customerly and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.

Who sees what

Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.

How to connect

Connect Customerly to Querri

  1. 1

    Ask the Connector Agent

    Say "connect Customerly" or pick it from the connector catalog.

  2. 2

    Sign in or add your credentials

    Paste your Customerly API key into the secure form. That one key is the only credential Customerly needs, and the Connector Agent never sees it.

  3. 3

    Choose what to bring in

    Pick the data you want and how often it refreshes, then approve the first load.

  4. 4

    Ask your first question

    The data lands in your Library, ready for chat, dashboards and scheduled reports.

FAQ

Customerly and Querri: common questions

How do I connect Customerly to Querri?

Ask the Connector Agent to connect Customerly and paste your Customerly API key into the secure form. That's the only credential needed. The key is stored encrypted, and the agent never sees it.

What Customerly data comes over?

Two tables: users and leads. Each record includes email, location, browser and OS, first-seen and last-activity times, subscription status and A/B test variant; users also carry their NPS vote.

How often does Customerly data refresh?

Querri reloads Customerly users and leads in full on every sync, daily, weekly or monthly, or when you run it yourself. Answers use the most recent copy.

Are Customerly conversations included?

No. The Customerly connector reads users and leads only, not conversations or messages. Users still carry their NPS vote and last activity, and Querri can join them by email to your CRM or billing data for revenue context.

Does Querri change anything in Customerly?

No. Querri only reads from Customerly. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.

Is my Customerly data secure in Querri?

Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.

Ask your Customerly data a question today

Connect Customerly, add the rest of your systems, and get answers your whole team can check.