Ask a question about your records

Ask a question

1. 1

   Open Home.

   The Ask box is at the top right, above the date. On any other screen, press Cmd+K on a Mac or Ctrl+K elsewhere, or click the Ask button at the bottom right, beside help and chat: a speech bubble with a question mark.

2. 2

   Type your question the way you would say it.

   For example “How many contacts came from each source in the last 90 days?” or “What is the total deal amount by owner this quarter?”. Name the tool if you have more than one connected — “in HubSpot”.

3. 3

   Ask for the records when you want the records.

   “Show me the contacts created in the last 90 days, with their contact details and company details” returns the people themselves, one row each, linked into your tool. Contact details adds the fields your workspace holds — job title, phone, location, lifecycle stage, lead status, owner, created date, source. Company details adds the linked company from your tool — name, website, industry, employees, annual revenue, country, owner — under its own header. A field that is empty on every row shown, or a contact with no linked company, is said in a line above the table rather than shown as a blank you have to guess at.

4. 4

   Ask about activity in plain words.

   “Show me the contacts created in the last 45 days that have performed any activity, and what activity they performed” returns the people who replied, met, booked, submitted a form or visited, with an Activity column group — last activity and its type, last email reply, latest meeting, next step, times contacted, form submissions, visits, engagement score — read from the activity fields your tool keeps on each record. The sentence at the top counts each kind (“7 replied to an email, 6 have a meeting logged”), and the cards name who is warmest right now and who has gone quiet, by owner. “Never heard from”, “no activity”, “active in the last 30 days” work the same way. A line above the table says exactly which fields “activity” meant here. Where MarqIQ has synced your tool’s activity timeline, a Timeline column group shows each person’s latest email, call, meeting or task with its subject, how many entries they have, how many came from them, and the calls and meetings. “Who wrote to us”, “who emailed us” or “who reached out” lists the people with something from them: a reply, a form or a visit on their record, or an entry from them in that timeline.

5. 5

   Ask what drove pipeline or revenue.

   “Which webinar drove the most pipeline?” or “Which source brought in the most revenue this year?” groups your contacts by campaign or source and ranks the groups by the deals attached to those people: open pipeline, closed-won revenue, or the number of deals. Each group shows its contacts, its deals, and the money with the number of deals it is the sum of. With a period, such as “last year”, the revenue is what was won in that period, and every contact of the source is counted whenever they were created.

6. 6

   Use the words you already use.

   Deals, opportunities, opps and pipeline are the same records to MarqIQ; so are contacts, leads and prospects, and companies and accounts. Pipeline on its own means open deals. A value your records hold, such as a country or a source, can be named directly: “leads in India”, “contacts from organic search”.

7. 7

   Name the tool when you have several.

   “Deals by stage in HubSpot” reads HubSpot. With no tool named, MarqIQ reads the one that can answer and says which.

8. 8

   Press Enter.

   MarqIQ reads your question, writes one query, runs it over your records and opens the answer. This takes a few seconds; on a very large workspace, longer.

Say the period

In a question about your contacts, deals or companies, say the period the way you would say it in a meeting. MarqIQ reads it to exact dates, and the sentence under the figure prints them — “Read 203 contacts created 1 Jan 2025 – 31 Dec 2025” — so you can check the window before you quote the number. The period is the date the records were created, except for deals that were won, lost or closed, and for the people and companies on them: see Know which date the period is on below. A question answered from an analysis, such as “What’s our win rate?”, is not read this way, and nor is one about your pages, visits, emails, forms or automations. Each of those sections has a table of what a period does there.

In a question about your contacts, deals or companies, a period Ask cannot turn into dates is never dropped, and never read in part. Ask names it back with the reason and offers the same question with a period it can read:

• A period still to come, such as “next quarter”, “next year” or “in 2027”: it has not happened yet, so ask about one that has started.
• A period with no fixed length, such as “the last few months”, “recently” or “lately”: say how far back, for example “in the last 90 days”.
• A period with no start, such as “before 2025”: say where it starts, for example “in 2024” or “between 2022 and 2024”.
• Two periods in one question, such as “created last year and won this year”: ask once for each.
• A single date, such as “since 1 March”: name the month, for example “since March”.
• Part of a period, such as “at the end of Q3” or “the first week of January”: ask for the whole quarter or month.
• A year in two digits, such as “Q3 25”: write the year in full, “Q3 2025”.
• Two months that do not follow one another, such as “in March and May”: ask once for each, or for “between March and May”.
• A season, such as “this fall”: name its months, for example “between September and November”.

A year or a quarter is a period only where a period can stand. After a comparison sign, a field or one record’s name it is read as that value or name: “deals > 2025”, “contacts with status Q3” and “the Q3 renewal deal” are not periods.

Know which date the period is on

A period is read on the date the records were created. When your question is about deals that were won, lost or closed, it is read on the date each deal closed instead. The same goes for the people and companies you won or lost: the period is the date their deals closed. The sentence under the figure says which: “Read 4 deals won 1 Jan 2025 – 31 Dec 2025 (UTC), of 4 won in all”, or “Read 3 contacts on a deal won 1 Jan 2025 – 31 Dec 2025 (UTC), of 330 contacts in all”.

• A won or lost deal with no close date is in no period. The sentence under the figure says how many there are, and “won deals with no close date” lists them.
• A won or lost deal whose close date is still to come is not counted, and a line under the answer says how many.
• Days are UTC days. Where your tool keeps the time of day a deal closed (HubSpot, Pipedrive, Pardot) and your workspace time zone is not UTC, a line under the answer says how many of the deals in the answer fall outside the period in your workspace time zone, and how many come into it. For a chart over time it also says how many fall in the next month, or the one before.
• Where your tool keeps the close date with no time of day (Salesforce, Zoho CRM, Dynamics 365), a period that runs to today also counts deals dated tomorrow by UTC. A line under the answer says how many.
• A period on the close date is read for won and lost deals only. “Deals with a close date in 2025” is not answered: ask “deals closed in 2025” or “deals created in 2025”.
• “Lost reasons” with a period are the lost deals, whether you type the question, ask “by lost reason” after an answer, or choose it under Group by.
• Where a deal has no actual close date, Pipedrive’s expected close date and Dynamics 365’s estimated close date are read instead. A line under the answer says so.
• To move a period from one date to the other, choose Created in or Closed in before the period on the Refine bar above the answer. For people on won or lost deals the choices are Created in and Deals closed in; for companies, Added in and Deals closed in; for a ranking by revenue, Created in and Deals won in.
• “Closed leads last month” is not answered, because “closed” does not say won or lost. Ask “leads we won last month” or “leads we lost last month”.
• “Customers we won by month” is not answered, because one person can be on several deals and would be counted in several months. Ask “won deals by month”.
• A person or a company on two deals that closed in the period is counted once. A line under the answer says how many are on more than one.
• Where MarqIQ reads no deals from a tool (Marketo, Marketing Cloud), or reads deals with no link to the people on them (Pardot), a question about the people you won or lost says so. It never answers “none”.
• A question about what will close, such as “deals closing this quarter”, is not a period on the close date. It is answered by the Forecast accuracy analysis.

Ask a follow-up

You do not have to repeat the question. Under an answer there is a box for the next thing you want to know about it, and a few suggestions you can click. A few words are enough: they change the answer already on screen. The table is for an answer about your contacts, deals or companies. After any other answer, a new period is read where that answer can be limited to it. Where it cannot, Ask says so.

Ask about one record

Name a deal, a person or a company and MarqIQ looks it up in the records it has synced from your tool and describes it: what it is, who owns it, what it is linked to, what it did last, and every other field it has a value in. Each value is shown the way your tool shows it.

Ask how your tool is set up

Lists, pipelines, stages and users are not records, so they are not synced. When you ask about them, MarqIQ reads them from your tool at that moment and puts your own numbers beside them.

Ask what to fix

Ask a question that calls for judgement and MarqIQ answers from what it has already found in your records: the Executive Read, the Data Audit, the Analysis and the Suggested Plan. It does not write new advice, and an answer from these findings uses no AI account. No period limits these answers.

1. 1

   Ask for the verdict in your own words.

   “What should we fix first?”, “How are we doing?”, “Where should we invest?”, “How is our data quality?”, “Do we have duplicates?”, “Is our lead scoring working?”.

2. 2

   Read the sentence at the top.

   It answers the question as asked: the first thing to act on, or that a check came back clean, or that something could not be judged yet and what would make it possible.

3. 3

   Read each card.

   A card is one finding, measured on your own records: what MarqIQ saw, what to do about it, why it matters, who owns it and what done looks like. Findings from the Data Audit also say how to check the number inside your tool.

4. 4

   Click Open in … on a card.

   It opens the screen that holds the evidence for that finding.

Ask about anything MarqIQ has worked out

Ask reads every analysis MarqIQ runs on your tool. The answer leads with the conclusion, then the lines that answer what you asked, then what to do next. Open … takes you to the screen that holds it.

A period in a question for one of the analyses down to Forecast accuracy does one of four things:

• A question for Overview that names a period other than “lately” is answered as What to fix instead.
• Field Intelligence reads no period. “Which fields are empty?” says nothing of one. After a field’s name, a period you name other than “lately” is taken for part of the name, so leave it out.
• The rows below Field Intelligence read no period, so no answer there is limited to one. Nothing is said of a period such as “last month”, “in Q3” or “next quarter”. A year still to come, such as “in 2027”, is named back as a word the answer could not use.

Ask what happened in your tool

Questions about your website, emails, forms and automations are answered from the Tool Audit, read live from your tool.

With a period, a question about pages, visits, emails, forms or automations is read over a number of days back from today, 400 at most:

Ask what changed, and what a figure was

MarqIQ keeps a change log of your synced records and each tool’s headline figures once a day. Ask reads both, per tool, and never adds across tools or currencies. Ask what changed since last week, and what a figure was has the detail.

Ask for a plan

Ask for emails you can send

1. 1

   Ask for the copy, and say what you want.

   “Build a 6 email nurture program promoting Marquee Project”, “Draft a welcome series for new customers”, “Write one email announcing our new SEO service”. Say how many emails, what kind of program, what you are promoting and who it is for. MarqIQ builds the number you ask for.

2. 2

   Read The program.

   Who it is for, who enters, who leaves, the day each email is sent, and how to build it in your tool.

3. 3

   Read What your own record shows.

   Your sends in the last 90 days, your best send, the kind of subject line that did better or worse for you, and how many people have gone quiet. Each line carries the count it rests on.

4. 4

   Read each email.

   Who to send it to, why, three subject lines to test, the preview text, the copy and one call to action.

5. 5

   Fill in the text in [square brackets].

   MarqIQ leaves a gap where it does not know a fact about your business. It never invents a customer name, a number or an offer.

6. 6

   Click Copy this email, then Build it in Template Studio.

Ask for a landing page, social posts or ad copy

1. 1

   Say what you want and how many.

   “Write five LinkedIn posts for us”, “Write landing page copy for our webinar”, “Write 3 Google ads for our audit offer”. MarqIQ writes the number you ask for, for the network you name, about the thing you name; each post has one job (the plain one first, then a point of view, a checklist, a customer story…) so no two in a row do the same thing. A webinar or an event is promoted as one: announced, what it covers, who speaks, a reminder and a last call.

2. 2

   Read the head, then What MarqIQ knows about your brand under the copy.

   The profile kept under AI Answer Visibility, the services and sectors it names, your most read page. Nothing about your company is invented. If there is no profile yet, MarqIQ says so and leaves what you do in [square brackets].

3. 3

   Read each piece block by block.

   A landing page: headline, sub-headline, call to action, three proof points, how it works, an objection answered, three FAQs, the closing call to action and how to track it. Ads: LinkedIn sponsored posts and responsive search ads, as many as you ask for, within each platform’s character limits, with tracked landing-page links. Ads for Meta, Facebook or Instagram are not written yet: you get a LinkedIn sponsored post to adapt, and the page says so.

4. 4

   Fill in the text in [square brackets].

   Every number about your company — how many customers, what result, in what time — is a gap for you to fill. MarqIQ never writes a figure it did not measure.

5. 5

   Click Copy this post (or Copy this landing page, Copy this ad).

Ask what is missing

Say no, without or missing before a field: “How many contacts have no owner?”, “Deals missing an amount”, “Contacts without a lifecycle stage”, “Contacts that don’t have an email address”, “Contacts with no phone number”, “Contacts with blank company that can be enriched” (a business email address, so the company can be read from it), “Contacts with a personal email address”. When none is missing, the answer says so the right way up: all 326 contacts in HubSpot have “Lifecycle Stage” filled in.

Read the answer

1. 1

   Read the sentence at the top.

   It is the answer in your own terms — “Offline Sources brought the most contacts in HubSpot in the last 3 months: 23 of 39 (59%)” — written from the figures MarqIQ computed, never by the AI. A second line names the runner-up, or the split of what you asked for.

2. 2

   Read the key figures.

   Each figure sits with what it rests on: the count it is out of, the period, the tool and the moment the records were read. When the contacts you asked about sit on deals, a card says how many deals and how many were won.

3. 3

   Read the picture and the table.

   The chart and the table read the same figures. For a list of records, small charts show how the rows on screen split by stage, owner or month, marked “of the N shown”. Each row is named the way your tool names it — a deal’s name, a person’s name and email — and links straight into the record in your tool. Dates read as dates, amounts as numbers; an empty cell says “(not set)”.

4. 4

   Read What an analyst would add.

   The figures a revenue or marketing ops analyst would bring to the meeting before being asked: the same measure over the equal period just before, with the change in words; the records behind the leading group, by name and linked into your tool; when a tenth or more of the records have no value in the field you grouped by, those records split by owner, so the gap has a name; the split by stage, lifecycle stage, source or owner; month by month; the largest deals by name; the average and median deal. Each card is its own read of your records with its own sentence saying what it rests on. When nothing matched the period you asked for, the cards show the whole store and say so.

Teach Ask your own words

Ask learns from your workspace. What it learns stays in your workspace and is never shared with another.

1. 1

   Ask the question the way your team says it.

   For example “Contacts by persona”, where persona is your team’s word for job title. Ask learns a word from an answer. With an AI account connected, the account is asked to read the question, and Ask answers when it can. Without one, Ask says it could not place the word and has no answer to learn from.

2. 2

   If the answer is not what you meant, refine it.

   Use the bar above the answer to choose the field, the measure or the condition.

3. 3

   Beside Did this answer your question?, above the answer, click Yes.

   MarqIQ remembers how to read that question, for any period. When one word explains it, MarqIQ learns the word too, so “Leads by persona” and “Contacts with no persona” are read as well.

4. 4

   Click No when the answer is not what you asked.

   MarqIQ forgets that reading, and any word it learned from it.

Keep an Ask

1. 1

   Click Keep this Ask above the answer.

2. 2

   Give it a name.

   Your question is the default.

3. 3

   Click Keep.

   It appears under Saved reports with an Ask tag. Only the question is kept, never the answer: opening it runs the same question again on today’s records, so a kept Ask is never a stale figure under a fresh date. A period in the question is read again on the day you open it: “in 2025” stays 2025, and “last quarter” is the quarter before that day. An Ask about won or lost deals, or about the people or companies on them, that you kept before the close date was read keeps the date it had, the created date. To move it, ask the question again and keep the new answer.

To reopen one, go to Intelligence Studio › Saved reports and click Open on the card. To remove one, click the bin on the card.

Hand it to the board

1. 1

   Click Board pack above the answer.

   The pack opens above the answer.

2. 2

   Read the pack.

   Page one is the answer under one stamp: the headline with its denominator, the table, and the readings that pass all five tests of a board-ready figure: counted, one denominator, stable, re-runnable, one read. Findings MarqIQ computed earlier — a duplicate count, a field-discipline finding — follow under their own dated headings. They are never mixed into the answer’s figures. A reading that fails a test is listed after them, under Not board-ready, with the tests it failed. The answer page does not show those readings; the pack is the only place they appear.

3. 3

   Click Print, Markdown or CSV.

   Print gives you the pack as pages. Markdown drops into a memo or a deck. CSV is the table alone, with the stamp and the basis sentence as its first lines. Nothing in any of them is a number the screen does not show.

What Ask can and cannot answer

• Ask does not predict. It has no forecast and no model; it counts what is there.
• Ask does not invent advice. What it recommends is a finding MarqIQ measured on your records, or the standard practice from its own playbooks. When nothing was found, or a check could not run, it says that instead.
• Ask does not group or filter people by their name, or by what their email address or phone number is. To look one person up, ask for them by name or email. It can tell you who has an email address or a phone number and who has none, and who has a personal or a business address; a list shows the records with a link into your tool.
• Ask writes emails, subject lines, landing pages, social posts and ad copy. It does not yet write blog posts or text messages.
• An answer about your records comes from MarqIQ’s copy of them, as of the last sync. The sentence under the figure gives the moment that copy was read, not the time of the sync. When a tool’s last sync finished more than 26 hours ago, a line under the answer says when it finished and that the figures are as of then. While the sync is fresh nothing is said of it; ask “When did HubSpot last sync?” to see it in full. The Board pack gives the same line.

What an AI account is given

• The headlines are the first two lines of the Executive Read and the titles of up to three findings. They carry every figure and name those lines show, such as how many deals you have won and lost, what they are worth, your win rate, and the source, campaign, industry, job title, company or owner a finding is about.
• A headline is left out when it holds an email address, or the full name of one of the twelve owners with the most contacts, deals or companies. An owner known by one name is not left out.