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.