Turn CRM information intouseful AI context.
Mod IQ prepares context
Concise summaries in custom CRM fields.
Mod AI uses stage-based instructions for calling, texting and initial email outreach, so communication reflects whether a lead is new, actively considering a move or in longer-term nurture. It does not currently respond automatically to incoming emails. When a lead replies, a human continues the conversation.
Supported CRMs: Follow Up Boss, GoHighLevel and SureSend. Available capabilities depend on the connected CRM, selected services and configuration. Stage-based instructions do not mean stage changes automatically trigger outreach or that Mod AI automatically changes CRM stages.
How Mod IQ works
Three short steps
From CRM information to usable summaries:
- Information in the CRM is updated.
- Mod IQ summarises the information into concise, usable details.
- The summaries are stored in custom CRM fields for the AI assistant to use.
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.
What Mod IQ is not
An automatic incoming email reply system
The configured calling workflow engine
A replacement for human email conversations
A promise of instant processing
Identical functionality across every CRM
Different products, different roles:
- Mod IQ prepares lead context for the AI assistant.
- Mod Automations runs configured follow-up workflows.
- A human continues the conversation when a lead replies to an email.
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.
Why This Matters
Your AI assistant needs usable lead context as CRM information changes.
Why concise context matters:
- Lead details can be lengthy
- CRM information changes
- AI assistants need usable context
- Concise summaries keep the context focused
Mod IQ summaries are:
Concise
Usable
Stored in CRM fields
Refreshed after updates
The goal is usable CRM context for your AI assistant.
How to Think About It
Mod IQ prepares context; Mod Automations runs follow-up workflows.
Mod IQ condenses lead information.
Your AI assistant uses the summaries.
The confirmed process:
- Lead information is condensed
- Summaries are stored in custom CRM fields
- CRM updates refresh the summaries
- The AI assistant can use updated context
Available capabilities depend on the connected CRM, selected services and configuration.