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{{ searchIcon }}Search accounts…
{{ sparkIcon }}Intelligent Context Engine

Context in. 
Intelligence out.

ConvergeIQ brings together client context, market intelligence, and WWT's proven craft to produce client-ready deliverables faster and more consistently. Every pursuit, assessment, and strategic plan lives under an account — so your team always knows where things stand and what to do next.

Teams
From your Teams call {{ homeReminder.when }}
{{ homeReminder.meeting }} with {{ homeReminder.account }} — {{ homeReminder.suggestion }}?
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What should I produce?
Working through your context…
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Here's what I found
Review before generating — correct anything that's off.
Detected account
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{{ alertIcon }}I couldn't confidently match this to an account. Pick the right one to continue.
Output
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Modules I'll use
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Add to
Pursuits
Initiatives
Context used · drawn in order, cited in the output
No context attached — add some to sharpen the output.
All available context is already attached.
Overview
Account Health
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Deliverables Over Time
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Deliverables by Account
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All accounts
View By
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Last updated {{ a.lastUpdated }}
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Initiatives
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Opportunities
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Deliverables
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Used Context
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Last updated {{ a.lastUpdated }}
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Opportunities
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Initiatives
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Deliverables
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Used Context
Account
Status
Initiatives
Opportunities
Deliverables
Context
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Initiatives {{ acctInitCount }}
Strategic work not tied to a specific deal.
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{{ w.kind }} · Lead {{ w.owner }}
Progress {{ w.progress }}%
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No deliverables yet.
No account-level work yet — start a strategic plan or account overview.
Opportunities {{ acctOppsCount }}
Active pursuits linked to a Salesforce opportunity.
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Est. value {{ o.value }} · Lead {{ o.owner }}
{{ cloudIcon }}Salesforce · {{ o.sfId }}
Progress {{ o.progress }}%
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{{ d.format }} · {{ d.owner }} · {{ d.date }}
No deliverables yet.
Used Context {{ acctCtxTotalCount }}
Context influencing every output generated for this account.
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{{ lockIcon }} {{ g.label }} context {{ g.count }}
{{ uploadCloudIcon }} Drag & drop a file to upload or click to browse
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{{ c.typeLabel }} · {{ c.by }} · {{ c.date }}
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Deliverables {{ acctDelivCount }}
Client-ready outputs generated from this account.
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{{ g.label }} {{ g.count }}
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{{ d.format }} · {{ d.owner }} · {{ d.date }}
No deliverables match your filters.
No deliverables generated yet — start from an opportunity or initiative.
/ / {{ oppModel.name }}

{{ oppModel.name }}

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Deal value
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Salesforce Oppt #
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Close date
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Team
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Overall progress{{ oppModel.progress }}%
Deliverable builder
Drag components onto the canvas to compose a deliverable.
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{{ gripIcon }} {{ it.name }}
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Foundational
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Use-case-specific
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{{ checkIcon2 }}Deliverable added — find it in the Deliverables tab. Build another below.
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Drag in a Workflow, Template, or Module to start building
Drag context files from the right panel to attach them
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{{ c.name }}{{ c.kindLabel }}
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Composing your deliverable…
Assembling modules and applying context
Format
Account context{{ oppModel.availAccountCount }}
{{ uploadCloudIcon }} Drag & drop a file to upload
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{{ oppModel.ctxUploadFlash.name }}
Account context · {{ oppModel.ctxUploadFlash.date }}
Drag any file onto the builder to include it
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{{ c.icon }}
{{ c.name }}
{{ c.typeLabel }} · {{ c.date }}
Vertical context{{ oppModel.availVerticalCount }}
{{ gripIcon }}
{{ c.icon }}
{{ c.name }}
{{ c.typeLabel }} · {{ c.date }}
Global context{{ oppModel.availGlobalCount }}
{{ gripIcon }}
{{ c.icon }}
{{ c.name }}
{{ c.typeLabel }} · {{ c.date }}
{{ c.icon }}
{{ c.name }}
{{ c.tierLabel }} · {{ c.date }} · {{ c.usage }}
Deliverables {{ oppModel.delivTabTotal }}
Client-ready outputs generated from this opportunity.
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{{ g.label }} {{ g.count }}
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{{ d.name }}
{{ d.format }} · {{ d.by }} · {{ d.date }}
No deliverables match your filters.
No deliverables yet — build one in the Create Deliverable tab.
Used Context {{ oppModel.ctxTabTotal }}
Context influencing every output generated for this opportunity.
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{{ lockIcon }} {{ g.label }} context {{ g.count }}
{{ uploadCloudIcon }} Drag & drop a file to upload or click to browse
{{ c.icon }}
{{ c.name }}
{{ c.typeLabel }} · {{ c.by }} · {{ c.date }}
No context in this tier matches.
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{{ a.text }}
{{ a.who }} · {{ a.time }}
No comments yet — leave a note for your team.
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{{ c.who }}{{ c.time }}
{{ c.textNode }}
{{ c.attach.icon }}
{{ c.attach.name }}
{{ c.attach.tierLabel }}
{{ r.initials }}
{{ r.who }}{{ r.time }}
{{ r.textNode }}
{{ oppModel.pendingAttach.icon }}
{{ oppModel.pendingAttach.name }}
{{ oppModel.pendingAttach.tierLabel }}
Attach to comment
Guided multi-step workflows
Each workflow produces several deliverables together, in order.
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In progress across accounts
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{{ w.name }}
{{ w.acct }} · Lead: {{ w.owner }}
{{ w.progress }}%
Foundational modules
Reusable across multiple use cases — built and supported first.
{{ v.name }} {{ v.output }}
{{ v.desc }}
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Use-case-specific modules
Built when that use case is in scope.
{{ v.name }} {{ v.output }}
{{ v.desc }}
Roles & access
What each role can do in Converge IQ.
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Data sources
Context that fuels Modules and outputs.
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Context library {{ lockIcon }}Admin only
Manage the Global and Vertical context that fuels every module inference and output. All changes are logged with timestamp and admin name.
VERTICAL
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{{ c.version }} · {{ c.by }} · {{ c.date }} · {{ c.usageLabel }}
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{{ v.note }}
{{ v.by }} · {{ v.date }}
Current
Collaboration & governance
Shared safeguards across every stage of work.
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{{ g.desc }}

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Set up your assessment
Confirm the account and scope before you begin.
Account
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What you'll get
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Maturity & requirements
Answered {{ answered }} of {{ totalQ }}
Pick the option that best describes the account today. Responses are auto-scored.
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Your maturity score
Auto-calculated from your responses.
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/ 100
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Breakdown by area
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{{ c.score }}/3
Recommended next steps
Prioritized from your score. Add a module to act on any of these.
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Generate your deliverable
Choose a format for the client-ready readout.
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Deliverable ready
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WWT · CONVERGE IQ
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Maturity
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What do you need?

Pick a scope, then choose how you'd like to build it.
Scope
Choose a path
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{{ s.label }} {{ chevronIcon }}
{{ clockIcon }}{{ w.dur }}
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{{ t.format }}
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Output: {{ t.output }}
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Pre-picked modules
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Output templates
Pre-configured single outputs, ready to run.
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Output: {{ t.output }}
{{ t.desc }}
Pre-picked modules
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1 · Choose output type
2 · Add modules
Foundational
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{{ m.name }}
{{ m.desc }}
Use-case-specific
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{{ m.name }}
{{ m.desc }}
Your deliverable
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Modules
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Add modules to compose your deliverable.
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Deliverable ready
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Template · {{ tplAcctName }} · {{ tpl.output }}
{{ tpl.format }}
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Pre-picked modules
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What you'll get
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Deliverable ready
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Context Influence
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{{ ciModel.centerIcon }} {{ ciModel.name }} {{ ciModel.uploadDate }}
{{ n.pct }}
{{ n.icon }} {{ n.name }}
{{ n.name }}
{{ n.format }} · {{ n.account }}
Generated {{ n.date }} · {{ n.owner }}
Source: {{ n.scope }}
{{ n.pct }} contribution · click to trace
This context hasn't influenced any deliverables yet. Use it in a workflow or template to get started.
Context source — {{ ciModel.tierLabel }}
Deliverables — outputs it influenced
Deliverables
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Avg contribution
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Highest impact
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Date range
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Context that shaped this deliverable
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Global Context
WWT-wide knowledge
Vertical Context
Shared across the vertical
Account Context
Files scoped to this account
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No global context used
No vertical context used
No account context used
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{{ n.typeLabel }}
{{ n.by }} · {{ n.date }}
Source: {{ n.tierLabel }}
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{{ n.by }} · {{ n.date }}
Source: {{ n.tierLabel }}
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{{ n.by }} · {{ n.date }}
Source: {{ n.tierLabel }}
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Account — files scoped to this account
Vertical — shared across the vertical
Global — WWT-wide knowledge
CONTEXT USED
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By tier
{{ dcMetrics.account }} Account{{ dcMetrics.vertical }} Vertical{{ dcMetrics.global }} Global
Top contributor
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{{ ctxPreviewItem.name }}
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Scope{{ ctxPreviewItem.scope }}
Uploaded by{{ ctxPreviewItem.by }}
Upload date{{ ctxPreviewItem.date }}
Version{{ ctxPreviewItem.version }}
Influence{{ ctxPreviewItem.usageLabel }}
File preview unavailable in this demo.
Request an SME
Loop in a WWT solutions architect.
Account
What do you need help with?
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Request sent
A WWT solutions architect will reach out about {{ smeAcctName }}.
Create {{ wfStartName }}
Choose where this deliverable lives.
Account
Add to
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