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Stuck Deals

No activity 14+ days

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Closing Soon

Within 30 days

All Deals

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Contacts

Activity Over Time

Activity Timeline

All Companies

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Activity Timeline

All Contacts

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Activity Timeline

Team Members

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Canvases

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Decision Title

Key Terms

AI Analysis & Rationale

Evidence

Decision Trace

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Account Details

Display Name

Email Address

Cannot be changed

Account

Agent Instructions

Your Preferences

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Default Context

Knowledge base documents to include in every new chat

Tool Permissions

Enable auto-approval to skip confirmation dialogs for specific actions.

Connected Accounts

Gmail

Connect your Gmail to let the AI search your inbox and draft replies on your behalf.

Google Calendar

Connect your Calendar to let the AI search events and manage your schedule.

Google Drive

Connect Google Drive to sync shared folders and enable AI Drive tools.

Asana

Connect Asana to let the AI create tasks and manage projects.

GitHub

Connect GitHub to let the AI read and explore your code repositories.

AI Tools Integration

Connect Claude Code, Cursor, and other AI tools to ProtonIQ via MCP

Agent API Documentation

View Docs

Use API keys to authenticate requests to the Agent API endpoints:


                                            Authorization: Bearer piq_xxxxxxxxxxxxx

My API Keys

API keys you've created

My API Usage

Usage analytics for your API keys

Pipeline Filter

Click pipelines to toggle visibility across the app

Keyboard Shortcuts

Navigate quickly without using your mouse

Data Sync Dashboard

Automated nightly sync of all data sources

Recent Sync History

HubSpot Field Configuration

Select additional HubSpot fields to import. Core fields (name, amount, stage, etc.) are always imported. Selected fields will appear in the "Show all fields" expanded view.

0 fields selected

No fields loaded yet.

Click "Sync Fields from HubSpot" to load available fields.

HubSpot Event Types

Select which HubSpot behavioral events to import. Adding a type will backfill historical events. Removing will delete those events.

0 types selected

No event types loaded yet.

Click "Discover Event Types" to fetch from HubSpot.

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Usage Analytics

Time period:

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Assistant

Hi! I'm your strategic assistant with access to CRM data, Gong calls, HubSpot emails, Slack channels, support tickets, engineering work, and help docs. Ask me anything.

💡 Type @ to tag a deal, company, or contact for context

Quick Links

Favorites

Stuck Deals

Closing Soon

All Deals

Search for a Deal

Companies

Contacts

Activity Over Time

Activity Timeline

All Companies

Associated Deals

Contacts

Activity Over Time

Activity Timeline

All Contacts

Companies

Associated Deals

Activity Over Time

Activity Timeline

Team Members

Activity Timeline

Canvases

Decision Title

Key Terms

AI Analysis & Rationale

Evidence

Decision Trace

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Account Details

Account

Agent Instructions

Tool Permissions

Connected Accounts

AI Tools Integration

My API Keys

My API Usage

Pipeline Filter

Keyboard Shortcuts

Data Sync Dashboard

Recent Sync History

HubSpot Field Configuration

HubSpot Event Types

Dashboard Links

Partner Domains

Pending Approvals

External Partners

Team Members

API Keys

API Key Usage Analytics

Decision Types

Usage Analytics

Import Deal from HubSpot

Activity

ProtonIQ

Approval Pending

Confirm

Unsaved Changes

Import from Google Drive

Calendar

New Pricing Decision

Create API Key