Turn CRM information into useful AI context.
Mod IQ condenses lead information into short, usable summaries and stores them in custom fields in your CRM. Whenever CRM information is updated, Mod IQ refreshes those summaries so your AI assistant can use the updated context.
How Mod IQ prepares context
Mod IQ prepares lead context for your AI assistant. Mod Automations runs configured follow-up workflows, including new lead calls, tag-triggered calls and recurring outreach to older leads.
Concise Lead Summaries
Mod IQ condenses lead information from your CRM into short, usable summaries.
Smart AI Chat & Voice Assistant
Additional assistant interactions remain coming soon; the confirmed Mod IQ functionality is preparing lead context.
Intelligent Workflow Automation
Additional workflow tools remain coming soon. Mod Automations, not Mod IQ, runs configured follow-up workflows.
Context for Your AI Assistant
The summaries give your AI assistant concise, usable lead details from your CRM.
Summaries Refreshed After CRM Updates
Whenever CRM information is updated, Mod IQ refreshes the summaries for your AI assistant to use.
Mod IQ and Mod Automations
Mod IQ prepares lead context for your AI assistant. Mod Automations runs configured follow-up workflows, including new lead calls, tag-triggered calls and recurring outreach to older leads.
Custom CRM Fields
Mod IQ stores the summaries in custom fields in your CRM for the AI assistant to use.
CRM-Dependent Capabilities
Supported CRMs are Follow Up Boss, GoHighLevel and SureSend. Available capabilities depend on the connected CRM, selected services and configuration.
Three steps to usable AI context
From updated CRM information to usable context for your AI assistant.
Ready to Unlock Your Competitive Advantage?
Prepare concise lead context for your AI assistant with Mod IQ.