Signals from data you already have
Policy anniversaries, aging equipment, life events in your notes, service history — the agent reads what is already in your CRM and finds the openings.
Cross-Sell Intelligence · on the Vertiqa OS
Coming soon
The right next offer, for the right client, at the right moment.
Vertiqa's Cross-Sell Intelligence will match what you know about each client against your catalog and surface the next product conversation worth having — with the reasoning.
The problem it removes
Your existing clients are your cheapest revenue, but spotting that the client with a growing family needs a disability conversation — or the client with a 15-year-old system needs a replacement quote — depends on someone remembering.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
A recommendation with a reason
Not "upsell this client" but "this client's system is 15 years old and they called twice about repairs this year — here is the replacement conversation."
Timed to the moment
Recommendations surface at natural touchpoints — an upcoming renewal, a completed job, a scheduled review — so the ask never feels cold.
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
Cross-Sell Intelligence 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 pitches the client directly — recommendations go to your team, and any outreach goes through approval.
- Never recommends outside your actual catalog and licensing.
Built for
Frequently asked
Is the Cross-Sell Intelligence agent available today?
Not yet — Cross-Sell Intelligence 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 Cross-Sell Intelligence 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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