A health grade with evidence
Each account is graded on engagement and relationship signals your CRM already captures — with the underlying evidence one click away, never a mystery number.
Customer Health Digest · on the Vertiqa OS
Coming soon
Your whole book of business, graded honestly, once a week.
Vertiqa's Customer Health Digest will roll every account up into an evidence-based health report — engagement, service history, revenue trend — worst-first.
The problem it removes
You know your top five accounts by heart. It is account forty — quietly declining, service tickets creeping up — that surprises you. Nobody can hold two hundred relationships in their head.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Worst-first portfolio view
The weekly digest leads with the accounts moving in the wrong direction, so attention goes to saves, not ceremony.
Trends, not snapshots
Health is tracked over time: an account sliding from green to yellow gets caught mid-slide, not after the fall.
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
Customer Health Digest 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
- Read-only analysis — the digest never triggers customer-facing action on its own.
- Grades always show their inputs; no unexplained scores.
Built for
Frequently asked
Is the Customer Health Digest agent available today?
Not yet — Customer Health Digest 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 Customer Health Digest 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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