Deal Risk Scorer · on the Vertiqa OS

Coming soon

Know which deals are wobbling before the forecast finds out.

Vertiqa's Deal Risk Scorer will read the behavioral signals on every open deal — gone-quiet threads, skipped meetings, stalled stages — and flag the ones at risk, with reasons.

The problem it removes

The pipeline says the deal is fine. The email thread — unanswered for twelve days, champion gone silent, meeting pushed twice — says otherwise. Nobody reads the thread until it is too late.

What it will do

The working definition we are building against — if it misses how your business runs, tell us before we ship it.

01

Behavioral risk signals

Response gaps, single-threaded contacts, stage stagnation, meeting cancellations — scored per deal from the timeline you already capture.

02

A reasoned flag, not a mystery score

Each at-risk flag names its evidence: "no reply in 12 days, decision date passed, only one contact engaged." You can judge the flag yourself.

03

A recovery suggestion

Flags arrive with a proposed save play — re-engage a second stakeholder, offer a shorter scope, book the direct conversation — as an approvable task.

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

Deal Risk Scorer 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 downgrades or closes a deal — the score informs; owners decide.
  • Never contacts the customer as part of scoring.

Built for

Frequently asked

Is the Deal Risk Scorer agent available today?
Not yet — Deal Risk Scorer 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 Deal Risk Scorer 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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