All features

Everything in CognixAI Hub

CognixAI Hub is two products. Here's everything each one does, so you can see which fits your team — or whether you need both.

Get a demoSee integrations

Which product do I need?

“I want to automate outreach, follow-ups, reports or support replies”

CognixAI WorkflowSee features ↓

“I want to know what's happening in our sales conversations and pipeline”

ClioIQSee features ↓

Need both? Many teams use ClioIQ for their sales conversations and CognixAI Workflow to act on them.

Automation

CognixAI Workflow

Go to CognixAI Workflow

Build

  • Visual drag-and-drop canvas
  • Conditions, routers and loops
  • Reusable templates
  • Import and export workflows
  • Version history in your Git repository

AI

  • AI steps to classify, extract, score and write
  • Choice of Claude, OpenAI or Gemini
  • Knowledge base from your own documents
  • Memory across a conversation
  • AI agents that use your tools

Start and schedule

  • Webhooks and form submissions
  • Schedules: hourly, daily, weekly
  • New leads and incoming messages
  • Manual run with test input

Channels

  • Cold email from your mailbox
  • WhatsApp messages and templates
  • LinkedIn posts and lead workflows
  • Meta lead ads
  • Slack alerts

Data and reports

  • PostgreSQL, MySQL, SQL Server, Oracle, Snowflake
  • Google Sheets and Excel
  • Any REST API
  • PDF and Excel reports
  • Charts and plain-English data questions

Run and monitor

  • Step-by-step trace for every run
  • Run history and monitoring
  • Retries on temporary failures
  • Encrypted credentials

Sales intelligence

ClioIQ

Go to ClioIQ

Clio CRM

  • Accounts, contacts, leads and deals
  • Or connect HubSpot, Salesforce or Zoho
  • Records updated from conversations

Clio Meeting

  • Built-in video meetings with recording
  • Or the notetaker in Zoom, Google Meet and Teams
  • Transcripts in the language spoken

Clio AI

  • Customer insights
  • Meeting pre-briefs
  • Post-call summaries and action items
  • Follow-up email drafts
  • Updates made only after you confirm

Pipeline

  • Deal risk after every conversation
  • Lead qualification
  • Overdue follow-ups

Clio Chat

  • A channel for every customer
  • Internal team channels
  • Files and context next to the deal

Analytics

  • Pipeline value and win rate
  • Team and rep performance
  • Views for reps, managers and leadership

Across both products

Set up and looked after by our team

Done-for-you setup

We connect your tools and build your first workflows and CRM setup with you.

Ongoing support

We monitor, fix and improve as your process changes, and you can reach the people who built it.

Your data stays yours

Credentials are encrypted, access is role-based, and your data isn't used to train shared models.

See it working on your own leads and calls

Tell us what you want to automate or where your pipeline needs visibility. We'll show you how it works with your tools.

Get a demo