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AI Chat Users

Access CorpusIQ through the public AI chat environment at demo.corpusiq.io.

AI Chat Capabilities

The CorpusIQ AI chat provides natural language access to your connected business data:

  • Ask revenue questions: "What was our MRR last month?"
  • Query customer data: "Which customers haven't renewed in the last 30 days?"
  • Analyze orders: "Show me Shopify orders above $500 this week"
  • Pull financials: "What's our current Quickbooks P&L?"
  • Cross-source queries: "Compare Stripe revenue to Shopify orders for March"

Supported Use Cases

Use Case Data Sources Example Query
Revenue Analysis Stripe, Quickbooks "How did revenue trend this quarter?"
Customer Intelligence HubSpot, Shopify "Which customers are at risk of churning?"
Order Management Shopify, Stripe "Show me unfulfilled orders over $200"
Marketing Analytics Klaviyo, Meta Ads, GA4 "What's our campaign ROAS this week?"
Financial Reporting Quickbooks, Stripe "Generate a P&L for last month"
Inventory Tracking Shopify, Amazon Seller "Which products are low on stock?"

User Onboarding Flow

  1. Go to demo.corpusiq.io
  2. Sign in with your email
  3. Connect your first data source (Stripe, Shopify, or Quickbooks recommended)
  4. Start asking questions in natural language
  5. Add more data sources as needed

Authentication Requirements

  • Email-based authentication
  • OAuth 2.0 connections for each data source
  • No API keys required for the chat interface
  • Each data source connection requires one-time authorization

Search and Retrieval Capabilities

  • Natural language search across all connected sources
  • Real-time data queries (no cached or stale data)
  • Cross-source correlation (e.g., Stripe revenue vs Shopify orders)
  • Date range filtering
  • Aggregation and summarization

Knowledge Access Workflows

  1. Single Source Query: Ask about data from one source
  2. Cross-Source Analysis: Correlate data across multiple sources
  3. Trend Analysis: Track metrics over time
  4. Exception Detection: Find anomalies or outliers
  5. Report Generation: Summarize data for sharing

Daily Operations: - Morning: Check yesterday's revenue and orders - Midday: Review pending customer issues - Evening: Verify shipments and inventory

Weekly Reviews: - Revenue trends and comparison - Campaign performance analysis - Customer health scoring

Monthly Planning: - Full P&L review - Inventory forecasting - Budget vs actual analysis

Limitations and Best Practices

Limitations: - Requires active internet connection - Data source connections need periodic re-authorization - Query complexity is limited by connected data sources - Real-time data reflects current state of connected sources

Best Practices: - Connect all relevant data sources for comprehensive answers - Ask specific, focused questions for best results - Review connected sources regularly to ensure data freshness - Use cross-source queries for deeper insights - Export important findings for record keeping

Frequently Asked Questions

Q: What is the CorpusIQ AI chat?
A: The CorpusIQ AI chat at demo.corpusiq.io provides natural-language access to all your connected business data. Ask questions like 'What was our MRR last month?' and get answers from live data -- no SQL or coding required.

Q: What types of questions can I ask in the AI chat?
A: Revenue analysis, customer intelligence, order management, marketing analytics, financial reporting, inventory tracking, and cross-source correlation -- e.g., 'Compare Stripe revenue to Shopify orders for March.'

Q: How do I get started with the AI chat?
A: Go to demo.corpusiq.io, sign in with your email, connect your first data source via OAuth (Stripe, Shopify, or QuickBooks recommended), and start asking questions in plain English.

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