Frequently Asked Questions

liaisonIQ is mobile-first and available on the web at app.liaisoniq.app today, with native iOS and Android apps. You can start in the web app immediately — no install required.

Generic CRMs are built for volume-based sales pipelines — leads, quotas, closing. liaisonIQ is a PRM (Physician Relationship Management) platform built from the ground up for depth-based physician relationships: clinical visit context, relationship memory, referral attribution, and territory intelligence. See our PRM vs CRM breakdown for more.

Yes. You can bulk-import clinics, visits, and referral history from CSV using downloadable templates, so switching tools doesn't cost you your relationship history. After that, referral data can be kept current with Google Sheets sync from your EMR or reporting export, configured by the Workspace Owner. You can also export your data as CSV at any time.

liaisonIQ ships fifteen specialty configurations plus a General Healthcare default: physical therapy / rehab, chiropractic, dental, cardiology, ambulatory surgery centers (ASC), ophthalmology, pain management, oncology / infusion, vein clinics, dermatology, home health, hospice / palliative care, behavioral health, pharma / life sciences, and medical device.

Setting your specialty changes more than a label. It changes the field labels across the app (a PT workspace sees Partner where a pharma workspace sees Target), which of referrals, orders, leads and samples apply, the practice types target discovery searches for, and the role and clinical focus the AI is briefed with. Owners set it in Workspace Admin → Plan → Policies. Read more about how specialty changes the playbook.

liaisonIQ licenses are managed at the Workspace level. A workspace is your central hub for data and intelligence.

• Solo workspaces: For individual physician liaisons. Billed only via In-App Purchase (IAP) through the Apple App Store or Google Play — there is no web or Stripe billing path for solo.
• Team workspaces: For multi-rep organizations. The Workspace Owner subscribes via web checkout (Stripe) at app.liaisoniq.app. That subscription covers all member seats — invited reps and View Only users do not purchase separately.

Team workspaces are set up on the web at app.liaisoniq.app. Complete owner onboarding, then subscribe via Stripe to unlock invites and analytics.

iOS: The iOS app does not include team workspace registration. Create your team workspace at app.liaisoniq.app first, then use the iOS app to sign in, join via invite, and do field work. Billing and seat management are handled exclusively on the web for team accounts.

Android: The Android app includes a Continue on Website shortcut for team signup.

A Workspace is the top-level entity that holds your subscription, team members, and overall data. Within a Workspace, you can add multiple Location Sites. This allows organizations to segment data by physical office, region, or clinical specialty while maintaining unified billing and reporting.

Yes! We offer a 15-day free trial for all new users. No credit card is required to start your trial. You can upgrade to a full license at any time during or after the trial.

liaisonIQ includes several AI-powered tools to support your field work:

• Visit Prep & Coach: Generates talking points, a prep checklist, and focus areas before each clinic visit based on your visit history and notes.
• liaisonIQ Assist: An AI chat assistant you can ask questions with your territory data as context — pending tasks, recent visits, clinic background.
• AI Route Planning: Suggests an optimized visit order for your day based on location, priority, and follow-up urgency.
• Liaison Coach: Scenario practice and objection handling prompts to help you prepare for tough conversations.
• AI Territory Agent: Runs automatically once a day per workspace across three lenses — Competitor Watch, Relationship Risk, and News & Market — and surfaces findings in an Opportunity Feed and Activity Timeline you can act on (add to pipeline, schedule a visit, or dismiss).
• Liaison IQ Pro (AI role-play): Rehearse a visit against an AI that plays the practice in character — ten scenarios across three difficulty tiers, from the front-desk gatekeeper to a competitor-loyal physician — then get a debrief scored on your opening, objection handling, clinical relevance, confidence, and whether you asked for a next step. Available as an add-on module.
• Plan My Day: An AI planning conversation for a single day that pulls together your calendar, open tasks, and accounts overdue for a visit, then proposes a plan you can refine by chatting.
• Smart detour suggestions: While you're on a route, nearby untracked or lower-priority targets are surfaced so you can add a quick stop with one tap.

AI features are powered by Google Gemini and, for the Territory Agent's news monitoring, Tavily's news search API. Outputs are suggestions only — always review before acting. Do not input patient names, diagnoses, or other protected health information (PHI) into AI prompts.

liaisonIQ offers several integration options:

• Google Sheets sync: Sync referral data to a linked Google Sheet for reporting and EMR-adjacent workflows.
• Outbound webhooks: Configure webhooks to push liaisonIQ events (visit logged, referral recorded, clinic added) to any external endpoint — including Zapier, Make.com, or your own systems.
• Data import: Bulk-import clinics and targets from a CSV to populate your territory quickly.

liaisonIQ does not offer native two-way sync with Salesforce or HubSpot. You can connect to these tools via Zapier or Make.com using the webhooks integration.

Yes. You can dictate your visit notes directly into the app using your device's microphone. AI then processes your notes to suggest follow-up tasks and expense entries, reducing administrative time after each stop. If you dictate in a language other than English, the app can optionally auto-translate the transcript to English while retaining the original-language transcript. Do not dictate patient-identifiable information (PHI) — liaisonIQ is not a HIPAA-covered platform for standard plans.

liaisonIQ integrates with the national NPPES NPI Registry, letting you search for outpatient practices in your territory by name, specialty, or location and add them directly to your clinic list — without leaving the app.

liaisonIQ includes several territory management tools: a Territory Heatmap (visualize visit density and coverage gaps), a Territory Mapper (define and manage geographic segments), and the ability to assign sites and territories to individual reps (team plans). Territory requests can be submitted by reps and approved by owners or admins.

Team workspaces include a manager console showing workspace pulse, forecast and signals, plus:

• Team performance: rep-by-rep activity and outcomes, with per-rep drill-down.
• Referral attribution: which visits and outreach preceded a practice starting or increasing referrals.
• Momentum & at-risk signals: which accounts moved up, which slid, your average days from a new account's first visit to its first referral, and a short ranked list of practices whose relationship health is degrading.
• Territory intelligence & whitespace radar: coverage, hotspots, and the high-volume practices nobody on the team has visited yet.
• Competitive intelligence: competitor mapping, gap analysis, and catchment demographics.

Analytics are advisory summaries of recorded activity — attribution in particular is inferred from timing, not a verified causal claim. Available to Workspace Owners and Admins. See which numbers are worth running a team on.

liaisonIQ is designed for business-to-business healthcare outreach and relationship management — it is not a HIPAA-covered entity for standard plans, and we do not offer Business Associate Agreements (BAAs).

The platform does not require or store Protected Health Information (PHI). You should not enter patient names, dates of birth, diagnoses, procedure codes, or other HIPAA-defined PHI into liaisonIQ or its AI features. liaisonIQ manages relationships with practices and providers, not patient records.

We implement security controls including data encryption at rest and in transit, audit logging, and access controls appropriate for healthcare professional environments. If your use case requires a BAA, please contact us to discuss whether a custom arrangement is possible.

Yes. You own your data. You can export your clinics, visits, and referral history at any time from Profile → Export My Data. If you cancel your subscription, your data is retained for 30 days before deletion, giving you time to export.

AI features send only the text you explicitly input — visit notes, queries, clinic names, and territory descriptions. We do not send your full contact list or database to AI providers automatically. liaisonIQ uses Google Gemini for AI features. Do not include patient names, diagnoses, or other PHI in AI inputs. See our AI Usage Policy for full details.

Team workspaces support the following roles:

• Owner: Full workspace admin — manages members, billing, sites, territories, and targets configuration.
• Co-Owner: Full administrative rights over members, sites, and team data, granted by the owner — up to 3 per team. Billing responsibility stays with the original owner unless ownership is explicitly transferred.
• Admin: Team management access — can invite members and manage roles and sites.
• Field Rep: Standard field rep — can log visits, manage targets, track referrals, and use AI features.
• View Only: Read-only seat assigned by the owner — can view team data but cannot create or edit records. On a team workspace, no separate subscription is required.

Go to Workspace Admin → Members → Invite. You can invite members by email and assign them a role (Medical Rep or Light User). Invited members receive an email with a link to download the app and join your workspace. Team member subscriptions are covered by the owner's plan.

A Solo workspace (solo_business) is for individual physician liaisons and field reps — one owner, no team members, billed via App Store or Google Play. A Team workspace supports multiple members (owner + reps + light users), is billed centrally via Stripe web checkout, and includes owner dashboards, shared clinic databases, territory management, and rep activity analytics.

liaisonIQ is designed for legitimate field rep use. Reasonable usage limits apply to AI requests and data exports (exports limited to once per hour). Automated scraping, bot traffic, or bulk API abuse is prohibited. See our Fair Usage Policy for full details.

We follow a warning → temporary throttling → suspension escalation path for abusive usage. Legitimate high-volume use cases (large enterprise teams, integrations) can be discussed with our team — contact contact@liaisoniq.app.