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What Is Ask Qubi?

Ask Qubi is your always-available AI sales assistant. It lives on the home page of Qubi and can answer questions about your deals, customers, past conversations, and internal knowledge, instantly.

How to use Ask Qubi

  1. Go to the Home page (the Ask Qubi tab in the navigation)
  2. Type your question in the "Ask anything..." text field, or use voice input by clicking the microphone icon
  3. Qubi searches across your meetings, CRM data, and Knowledge Base to generate an answer
  4. The response includes sources so you can verify where the information came from

What kind of questions can you ask?

Ask Qubi is designed for real sales scenarios:

  • "What are the main concerns from our last call with Acme Corp?"
  • "When is our next meeting with the Globex team?"
  • "What competitors did the prospect mention?"
  • "Summarize the deal status for the Q4 pipeline review"
  • "What pricing did we discuss with Initech last month?"
  • "What are our key differentiators against [competitor]?"

Where Qubi finds answers

Qubi draws from multiple sources to build its responses:

SourceExamples
Past meetingsTranscripts, summaries, action items
CRM dataAccounts, opportunities, deal stages
Knowledge BaseDocuments, Google Drive files, Confluence pages, Slack threads
Competitor intelBattlecards, competitor profiles
tip

The more context you provide in your question, the better Qubi's answer. Instead of "Tell me about Acme," try "What pricing objections did Acme raise in our last discovery call?"