Formata Surface Customer and Product Data in Seconds

What is Formata?

Leverage artificial intelligence within customer success workflows to rapidly retrieve product and customer data. This eliminates the need to search through numerous documents or rely on engineering teams for information retrieval. The platform centralizes data access, enabling AI to surface timely and relevant information efficiently.

Designed for ease of use, Formata features a no-code setup process, allowing teams to get started quickly. It offers deep integrations, connecting with sources like Slack, CRMs, files, and databases. This unified data access provides powerful insights that help prioritize product features, optimize customer onboarding processes, and ultimately reduce customer churn. For advanced customization, users can create custom open-source connectors.

Features

AI-Powered Insights: Uses AI to surface timely information from connected data sources.
Data Integration: Connects with Slack, CRMs, files, databases, and more.
No-Code Setup: Enables quick implementation without requiring coding knowledge.
Centralized Data Access: Provides a single point of access for all integrated customer and product data.
Custom Open-Source Connectors: Allows creation of custom database connectors for tailored data access.
Knowledge Graph: Organizes connected data into a structured knowledge graph (available in free/enterprise tiers).

Use Cases

Quickly answering customer questions by accessing relevant data.
Prioritizing product features based on data-driven insights.
Optimizing customer onboarding processes.
Reducing customer churn through better understanding of customer data.
Improving team productivity by eliminating manual data digging.
Sharing up-to-date information easily among team members.

FAQs

Is Formata suitable for startups?

Yes, Formata is great for startups wanting to increase their productivity with their existing staff and to conveniently share up-to-date information with team members.
Do you offer a free version?

Yes, we offer a free tier of our product for those looking for an easy way to get started.
Do you have enterprise options?

Yes, for more information on our enterprise options, contact us or see our pricing page.
How do I create my own tools?

For more information on creating your own tools visit our docs at docs.formata.io