Product Introduction

1. Korl is an AI-powered platform designed to help customer success (CS) and account teams identify and communicate unrealized product value to customers by synthesizing data from multiple sources into actionable insights. It integrates with tools like Jira, Google Docs, Figma, and Salesforce to generate tailored presentations and messages for critical customer interactions such as Quarterly Business Reviews (QBRs), renewals, and roadmap discussions. The platform automates the creation of customer-specific content, ensuring alignment with individual goals and usage patterns.
2. The core value of Korl lies in its ability to transform fragmented data into strategic narratives that demonstrate product value, directly addressing customer retention and expansion challenges. By automating the synthesis of customer-specific insights, it reduces manual effort while increasing the relevance and timeliness of communications, enabling teams to proactively engage customers with data-driven proposals.

Main Features

1. Korl automatically generates up-to-date, personalized presentations and talk tracks for customer interactions by analyzing data from connected tools like Jira, Salesforce, and Figma. Its AI agents map product capabilities to customer-specific goals, usage history, and feature requests, ensuring each presentation highlights relevant outcomes and unrealized potential. This eliminates reliance on outdated templates and generic slides.
2. The platform enriches raw data by identifying gaps and creating contextual connections, such as aligning product features to customer use cases or drafting external positioning narratives. For example, it links Jira tickets to customer outcomes or correlates Salesforce usage data with renewal opportunities, providing a holistic view of product-customer alignment.
3. Korl proactively delivers pre-drafted presentations and messages to users’ inboxes ahead of key milestones like QBRs or renewals. The system triggers content generation based on predefined timelines or customer engagement signals, allowing teams to review and customize materials without starting from scratch.

Problems Solved

1. Korl addresses the challenge of customers overlooking product value due to disjointed or outdated communications, which often leads to lower retention and missed expansion opportunities. Teams struggle to manually curate relevant insights from siloed tools, resulting in generic messaging that fails to resonate with specific customer priorities.
2. The product targets customer success managers, account executives, and product teams in B2B SaaS companies who need to articulate product value during high-stakes interactions. It is particularly relevant for organizations using multiple collaboration and CRM tools but lacking automated workflows to unify data for customer-facing content.
3. Typical scenarios include preparing for a QBR where a CSM must demonstrate ROI using real-time feature adoption data, crafting a renewal proposal that ties unused product capabilities to a customer’s strategic goals, or updating a roadmap presentation to emphasize features requested by specific accounts.

Unique Advantages

1. Unlike generic presentation tools or basic CRM dashboards, Korl uses purpose-built AI agents that contextualize data across product development, customer success, and sales tools. This multi-source integration enables it to correlate Jira roadmap items with Salesforce opportunity stages or Figma prototypes with customer feedback from support tickets.
2. The platform’s AI automatically drafts external-facing positioning and aligns features to measurable customer outcomes, a capability absent in most data aggregation tools. For instance, it can generate a slide linking a recently shipped feature (from Jira) to a customer’s stated goal (from Salesforce) while incorporating relevant Figma mockups.
3. Korl’s competitive edge stems from its proactive delivery system and granular customer-product mapping, which reduces preparation time by 70–80% compared to manual methods. Its ability to surface unrealized value through cross-tool data relationships gives teams actionable insights competitors’ single-source solutions cannot replicate.

Frequently Asked Questions (FAQ)

1. How does Korl integrate with existing tools like Jira and Salesforce?
   Korl uses OAuth-based API connections to securely sync data from project management, CRM, and design systems. It maintains read-only access to sources like Jira for roadmap data and Salesforce for account health scores, ensuring real-time updates without impacting source system performance. Custom field mappings allow alignment with organizational taxonomies.

2. What security measures protect customer data in Korl?
   All data transfers use AES-256 encryption, and Korl is SOC 2 Type II compliant. The platform stores only metadata pointers rather than full document copies, with role-based access controls (RBAC) ensuring users see only authorized customer information. Audit logs track all data access and content modifications.

3. Can presentations be customized after Korl generates them?
   Yes, users can edit AI-generated slides, talk tracks, and messaging directly in Korl’s editor or export to PowerPoint/Google Slides. The system preserves data references, allowing automatic updates if source data changes post-editing. Version history tracks both AI-generated and human-modified drafts.

4. How does Korl handle incomplete or conflicting data across sources?
   The AI flags data discrepancies (e.g., conflicting feature priorities between Jira and Salesforce) and surfaces them for user review. For gaps, it uses predictive modeling based on similar customer profiles or historical patterns, with confidence scores indicating the reliability of inferred insights.

5. What languages and regions does Korl support?
   Currently, Korl operates in English with region-specific templates for North American, European, and APAC markets. Localization features include automated currency conversion for ROI calculations and timezone-aware content delivery, with multilingual support planned for 2025.