The whole story, on demand
Ask for a catch-up on any account and get the arc: how the relationship started, what has been bought, what went wrong, where things stand.
Account Catch-Up · on the Vertiqa OS
Coming soon
"Catch me up on this account" — answered in ten seconds.
Vertiqa's Account Catch-Up agent will condense an account's entire history into a brief on demand — perfect before a handoff, a callback, or covering for a colleague.
The problem it removes
A colleague is out and their client is on the line. The history is all there — hundreds of timeline entries deep. Nobody can read three years of record in the next two minutes.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Ask follow-up questions
Conversational: "when did we last quote them?" "what happened with the complaint in March?" — answered from the timeline, with links to the source entries.
Built for handoffs
New hire, vacation coverage, territory change — the catch-up brief makes any account transferable in minutes instead of meetings.
The spine of every Vertiqa agent
Every agent runs inside the same system of record — bounded by what it remembers, what it is allowed to do, and what gets written down.
Memory
Works from your real history
Account Catch-Up will read the same governed timeline as every Vertiqa agent — your calls, notes, deals, and documents — instead of starting from a blank prompt.
Approval
You stay the decision-maker
Anything this agent drafts or proposes waits in your approval queue. It prepares the work; a human ships it.
Audit
Every run written down
Each run, artifact, and approval lands in the immutable audit log — so you can always answer what the agent did, when, and on whose say-so.
What this agent will not do
- Answers only from your own records — it will say "that's not in the timeline" rather than guess.
- Respects record-level permissions; staff only see accounts they can already access.
Built for
Frequently asked
Is the Account Catch-Up agent available today?
Not yet — Account Catch-Up is in development on the Vertiqa OS. This page describes what it will do so you can tell us whether it fits how you work. Four agents are live today; see the full roster on the Agents page.
Will it act without my approval?
No. Like every agent on the Vertiqa OS, anything that leaves your organization or changes your records goes through a human approval gate. The agent prepares; you decide.
Where does it get its information?
From the same governed system of record as your team: your CRM, timeline, and documents — plus cited public sources where research is involved. It never gets raw database access, and every action is audit-logged.
How do I get it when it ships?
Talk to us. Early-access customers help shape the agent and get it first — and if this page misses something about how your business works, that feedback is exactly what we want before we build.
Want the Account Catch-Up agent first?
Early-access customers shape what we build. Tell us how this should work in your business — and get it before anyone else.
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