A one-page brief on any contact
Career history, current role and responsibilities, recent public activity, and how they connect to others in your CRM — compiled into a single sourced brief on the contact record.
Contact Research · on the Vertiqa OS
Coming soon
Walk into every conversation knowing exactly who is across the table.
Vertiqa's Contact Research agent will build a sourced brief on any person in your CRM — role, history, priorities, and talking points — before you pick up the phone.
The problem it removes
You know the company, but the deal is won or lost with the person. Digging through LinkedIn, old emails, and Google before every call takes twenty minutes you rarely have — so most calls start cold.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Talking points, not trivia
The brief ends with specific conversation angles: shared context, recent company news relevant to them, and what likely matters to someone in their seat.
Every claim cited
Each fact carries its source. Anything the agent could not verify is flagged as unconfirmed instead of stated as truth.
Stays attached to the relationship
Briefs live on the contact record and feed the Meeting Brief agent, so the research you run once keeps working for every future touchpoint.
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
Contact Research 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 edits or enriches the contact record without your approval — research is presented, you decide what lands in CRM.
- Never reaches out to the person or anyone else; it reads public sources only.
Built for
Frequently asked
Is the Contact Research agent available today?
Not yet — Contact Research 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 Contact Research 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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