Behavioral early warning
Declining engagement is measured against each client's own normal — slower replies, fewer touchpoints, meetings pushed — not a generic threshold.
Client Risk Signals · on the Vertiqa OS
Coming soon
Hear the client drifting away before they say a word.
Vertiqa's Client Risk Signals agent will watch engagement patterns — slower replies, cancelled meetings, shorter calls — and flag at-risk clients while there is time to act.
The problem it removes
Clients almost never announce they are leaving. They reply slower, cancel a meeting, go quiet — and the first unmistakable signal is the cancellation notice.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Evidence with every flag
A flagged client comes with the pattern spelled out: "reply time tripled over 60 days; two meetings cancelled; no portal login since April."
A save play, proposed
Each flag pairs with a suggested intervention — a check-in call, a service review, an owner-level touch — as a task for the right person.
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
Client Risk Signals 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
- Never contacts the client — flags and save plays go to your team for action.
- Signals are suggestions with visible evidence, never a hidden black-box score.
Built for
Frequently asked
Is the Client Risk Signals agent available today?
Not yet — Client Risk Signals 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 Client Risk Signals 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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