One AI across all your data

Stop Building Reports.
Just Ask Your Data.

Managers burn hours building reports; reps guess which deals to chase. Clozo's Unified AI sees everything — every call, deal, and message across your whole sales and marketing pipeline — so you ask any question in plain English and get the answer in seconds, with charts. It re-scores every deal the moment a call finishes transcribing, puts the script and likely objections on screen before you dial, and drafts your follow-ups for you to approve. Point tools only see their own slice. Clozo sees it all — because it's one platform. And the full assistant is free on every plan, including our permanent free one.

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Natural Language to SQL

Your Questions, Translated Instantly

You should never need to learn SQL to know how your business is doing. Unified AI understands what you mean, writes the query for you, runs it against your live data, and hands back a clear, plain-English answer — in the time it takes to type the question.

AI parses natural language and generates optimized SQL queries
Executes read-only against your own live workspace — your data is never modified
Interprets raw data into clear, actionable natural language answers
Displays results as tables, metrics, or summaries based on context
Supports follow-up questions for deeper exploration

Start Asking →

Unified AI interface showing suggested questions and the natural language input field

clozo.ai/ask-ai

Query Anything

Every Metric, One Question Away

From pipeline health to rep performance to campaign results, Unified AI covers every dimension of your sales and marketing — because every recorded, transcribed call, every call, text, WhatsApp message, chat and social reply on the timeline, and every email and social campaign feeds the same brain. No data silos, no switching between dashboards.

Leads and pipeline: status, conversion rates, stage distribution
Call analytics: volume, duration, outcomes, objections raised and handled
Revenue insights: closed-won analysis, stage activity, time-in-stage
Team performance: per-rep pipeline, conversion and call-volume breakdowns
Social: tracked-link clicks and the closed-won revenue each post produced

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How It Works

From Question to Insight in 4 Steps

Unified AI transforms the way you interact with your CRM data. No technical skills required.

Ask Your Question

Type any question in plain English. "How many deals did we close last quarter?" or "Which rep has the highest conversion rate this month?" — just ask like you would ask a colleague.

AI Generates SQL

Clozo's AI engine parses your intent, understands your database schema, and generates an optimized SQL query. It knows your tables, relationships, and data types — so you don't have to.

Execute the Query

The generated query runs read-only against your own workspace, so your data is never modified and never shared with another customer. Results come back in seconds, not minutes — and if you would rather inference never touch a shared model at all, connect your own AI key on any plan.

Natural Language Response

Raw query results are interpreted by AI and presented as a clear, human-readable answer. Data tables, summaries, and key takeaways are formatted for immediate understanding and action.

Example Queries

See What You Can Ask

Real questions, real answers. Here are just a few of the thousands of queries Unified AI can handle.

"How many leads came in this week?"

You received 47 new leads this week, up 12% from last week. The top sources were LinkedIn (18), website forms (14), and referrals (9). Tuesday had the highest volume with 13 new leads.

"What's our total revenue this quarter?"

Total closed-won revenue for Q1 is $847,200 across 23 deals. Average deal size is $36,835, up 8% from Q4. Your largest deal was Hyperion Systems at $124,000.

"Who made the most calls yesterday?"

Marcus Kim made 34 calls yesterday with a 68% connect rate. Sarah Rodriguez was second with 28 calls (72% connect rate). The team averaged 19 calls per rep.

"Which deals are at risk of stalling?"

5 deals totaling $215,000 have had no activity in the past 7 days. The highest-value at-risk deal is Meridian Corp ($89,000) — last contact was 9 days ago in the Negotiation stage.

"Show me top performers this month"

Top 3 by closed revenue: 1) Sarah Rodriguez — $198,400 (6 deals), 2) Marcus Kim — $156,200 (8 deals), 3) Aisha Patel — $134,800 (5 deals). Sarah also leads in win rate at 42%.

"Which social posts actually produced revenue?"

Tracked links on this month's posts drove 312 clicks onto contact records and $64,500 of closed-won revenue. The Tuesday product update on LinkedIn produced the most — 3 deals, $41,000. Your team's posting streak is at 14 days.

Frequently Asked Questions

What is Unified AI in Clozo?

Unified AI is Clozo's AI layer that works across all your data — calls, deals, pipeline, and engagement — so you can ask questions in plain English and get answers, charts, and drafts back. It can also propose an outward action as an approval card that only runs when a human clicks Approve. Point tools only see one slice; Clozo's AI sees everything — and the full assistant is free on every plan, including the permanent free one.

Can I ask Clozo questions in plain English?

Yes. With Unified AI you can type a question like "show me deals over $50K stuck in negotiation for 2+ weeks" and Clozo writes the query, runs it read-only against your live data, and hands back the answer and a chart — no reports to build. Ask for a whole dashboard and it composes that too.

What can Clozo's AI actually do?

It re-scores every deal 0–100 the moment a recorded call finishes transcribing, puts a prospect-specific script and the objections that prospect is most likely to raise on screen before you dial, drafts follow-ups from the whole conversation history, transcribes and summarizes every call, surfaces deal risk signals, and answers plain-English questions across all your data. Weighted-pipeline forecasting is on Scaler and above.

Is Clozo's AI better than the AI in Salesforce or HubSpot?

Clozo's AI is unified rather than bolted on: because every channel and record lives in one platform, the AI can reason across all of it and act. And it is not an add-on here — the full assistant is free on every Clozo plan, including the permanent free one, by deliberate design.

Does Clozo's AI cost extra?

No separate AI SKU, and no AI tier. The full assistant is free on every plan, including the permanent free one: 200 AI credits a month on Free, 2,500 on Launcher, 10,000 on Scaler, 25,000 on Conqueror, and 100,000 a month under fair use on Closer — all per workspace, per month. Connect your own OpenAI or OpenRouter key on any plan and AI stops being metered entirely.

Does Clozo help reps during the call?

Yes — and it is on screen before the phone rings, not listening to your live audio. The AI Co-Pilot writes a script for that exact prospect at that exact pipeline stage, lists the objections they are most likely to raise with your rebuttal for each, and attaches the battlecard for the competitor on the deal. It regenerates itself after every recorded call, so the next conversation starts smarter than the last.

How does AI deal scoring work?

Every recorded call is automatically transcribed and re-scores the deal — probability, risk, momentum, champion strength, and competitive position, with the reasoning shown and grounded in what was actually said. Alongside it the Deal Board surfaces risk signals: going dark, no next meeting booked, single-threaded, stalled in stage. Deal scoring starts on Launcher.

Can Clozo's AI draft emails and follow-ups?

Yes. One click turns the whole conversation history into a channel-aware follow-up, written in your voice and ready for you to review and send. The AI proposes; you approve — nothing ever goes out on its own.

Is my data used to train someone else's AI?

No. Your data stays yours — Clozo does not sell it or use it to train shared models, and you can export everything anytime on Scaler and above (lead export as CSV is on every plan). The AI works on your data to help you, not to feed a public model.

Does Clozo's AI work across calls, email, and social?

Yes. Because Clozo unifies calls, texts, WhatsApp, live chat, social comments, the emails you send, and the CRM, the AI reasons across every channel — connecting a social comment, an email thread, and a call into one view of the relationship.

Stop Building Reports.
Just Ask Your Data.

Your Questions, Translated Instantly

Every Metric, One Question Away