"Who haven't I talked to in 30 days?" Iris reads your records, returns the names, and drafts the follow-ups in your voice — all without leaving the contact view.
Iris is the AI built into PipelineIQ. She doesn't sit in a side panel asking what you want — she knows your business, your voice, your customers, and your deals, and quietly does the work alongside you. Drafts the follow-up. Briefs you before the call. Captures the contact by voice. Rewrites the line you didn't love.
"Who haven't I talked to in 30 days?" Iris reads your records, returns the names, and drafts the follow-ups in your voice — all without leaving the contact view.
Most "AI assistants" inside CRMs are a sidebar with a prompt box. You still write the email, schedule the meeting, summarize the thread. They wait for you to ask. Iris is the opposite. She has full context of the record you're on — the deal, the thread, the last call, the won-deal patterns from your team — and she does the work without being asked twice.
The result is the inversion PipelineIQ was built for: the CRM does the work, your team stays on the conversations that close. Iris is the part of the product where that inversion actually happens.
Highlight a thread, click "Reply with Iris" — she reads the conversation, the contact's deal stage, and your past tone, then writes a reply you can send as-is. Not a template. Not a generic AI cadence. The way you actually write.
Iris auto-learns from your sent emails and won deals — your ICP, your products, your signoff style, the vocabulary your team uses. You approve what gets stored. She forgets what you reject. Nothing enters memory without an explicit click.
Open any contact, click "Brief Me." Iris pulls the last three emails, deal status, open quotes, and recent notes, then writes a five-bullet pre-call summary. The prep that used to happen ten minutes before the meeting now takes five seconds.
Highlight any text and a floating menu offers eleven actions — polish, shorten, expand, change tone, fix grammar, translate. Works in any field, any thread, any quote. No copy-paste to another tab.
Forty-message thread? Three bullets. Twenty-minute call? Five bullets and the action items. Saved to the contact timeline so the team is up to speed without anyone forwarding anything.
Trade show, dinner, parking lot. Tap the mic, talk for thirty seconds. Iris creates the contact, captures the details, and schedules a follow-up before you've put your phone away.
Iris also lives in your Gmail right rail. One click drafts a contextual reply using your CRM data and inserts it directly into Gmail's reply window. Your inbox doesn't have to know it's been augmented.
"Show me stale leads with no follow-up in 30 days." "Draft a re-engagement email to customers who haven't ordered in 90 days." "Summarize this thread for my CFO." Ask in English; Iris does it against your live data.
Settings → Iris Brain. Paste your "about us," your value prop, your typical signoff. Iris references it forever, in every draft, every brief, every reply.
Iris samples your sent emails and won deals weekly, proposes durable patterns, and stages them as suggestions. You approve, reject, or edit each one before it becomes long-term memory.
View, edit, or delete any stored fact at any time. Memory never leaves your tenant. Anthropic processes the prompt; nothing trained on, nothing retained.
"Iris drafts every follow-up. We replaced three tools and close more — with one fewer thing on the rep's plate."
— Sales lead, mid-market distributor
Iris's memory is scoped to your workspace. No cross-tenant context, no leakage between customers, no shared embeddings. Every fact she remembers belongs to one tenant only.
Anthropic Claude processes prompts but doesn't train on them. Your emails, deals, and notes never become training material for any model — ours or anyone else's.
Auto-learned facts arrive as suggestions. Nothing enters long-term memory without an explicit human approval click — yours or your team's.
The Memory page shows every fact Iris knows. Delete individually or wipe the whole brain anytime. No support ticket, no migration, no waiting.
Try Iris free for 14 days. Sign up, point her at your inbox, and watch her draft the first follow-up of the day in the voice you'd actually send.
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