Frequently asked questions

CognixAI Hub (also written Cognix AI Hub or CognixAI) is a complete AI solution for sales and marketing. ClioIQ gives your sales team intelligence from every call, and CognixAI Workflow automates marketing, lead qualification, reporting and customer support. We set it up and keep it running for you.

ClioIQ (Clio IQ) is our flagship AI sales intelligence platform. It has its own website at clioiq.com and is built by CognixAI Hub.

No. We work inside the tools you already use — HubSpot, Salesforce, Zoho, Gmail, Outlook, WhatsApp, Zoom, Google Meet, Teams and more. If you don't have a CRM, ClioIQ includes Clio CRM.

No. We connect your tools, build what you need and keep it running. You explain how your team works and give us access to the tools involved.

We work most closely with SaaS, IT services, insurance and real estate teams, and with any business that sells through calls, email and WhatsApp.

ClioIQ listens to your sales calls and meetings, tags what buyers say, scores deal risk, and lets Clio AI tell your team what to do next. It includes Clio CRM, Clio Meeting and an AI notetaker, AI notes and meeting intelligence, Clio Chat for internal team discussion, Clio AI and analytics.

Clio AI is the assistant inside ClioIQ. Ask it which deals are at risk, what a buyer said about pricing or who to focus on today. It answers from your own calls, meetings, emails and CRM notes, plans follow-ups, drafts meetings and emails, and updates the CRM only after you approve.

Yes. Clio CRM is an agentic CRM that keeps contacts, accounts and deals up to date from what's said on calls, in emails and in chats, with a person approving each change. You can also keep HubSpot, Salesforce or Zoho and sync it both ways.

ClioIQ has built-in meetings, and its AI notetaker joins Zoom, Google Meet and Microsoft Teams calls on its own.

Each deal carries a live risk score based on what buyers say — budget, timeline, sentiment and silence. When the score rises, the owner and their manager see it with the reason attached.

Email marketing and nurture sequences, cold WhatsApp outreach, LinkedIn automation, Meta lead ads, lead capture and scoring, scheduled reports, customer support answers from your own documents, and custom workflows for any process you run.

Yes. A workflow can pull new leads from tools like Apollo on a schedule, let AI score how well each one fits, send a personal WhatsApp message or email to the best ones, add the rest to a nurture sequence and log every step in your CRM.

Zapier and Make follow fixed if-then rules. CognixAI Workflow puts AI inside the workflow, so a step can read a message, understand it and decide what happens next. We can also build and run the workflows for you.

Yes. Emails send from your own mailbox and WhatsApp messages from your WhatsApp Business number, so replies come back to your team.

Claude, OpenAI and Gemini models are supported, and each AI step can use the model that suits it.

CRMs such as HubSpot, Salesforce and Zoho; Zoom, Google Meet, Teams and Google Calendar; Gmail, Outlook, WhatsApp, LinkedIn, Meta lead ads and Slack; databases and spreadsheets; Zendesk, Jira, Power BI and Tableau; and Claude, OpenAI and Gemini.

If it has an API, we can connect it. Workflows also accept incoming webhooks and MCP-compatible tool servers, and we build custom connectors on request.

Pricing depends on what you need — which product, how many workflows and integrations, and how many ClioIQ users. Tell us about your team and we'll send a clear quote within one business day.

A single workflow usually goes live in 2–5 business days. Setups that connect several tools, or a full ClioIQ rollout, take 1–2 weeks.

Connections to your tools are encrypted, access is role-based, and your data is not used to train AI models shared with other companies.

Yes. Book a demo and we'll walk you through ClioIQ and CognixAI Workflow using examples from your industry.