Completeness and consistency checks
The moment a form is submitted, the agent flags missing answers, contradictions, and entries that don't match records you already hold.
Intake Intelligence · on the Vertiqa OS
Coming soon
Every intake form checked, flagged, and filed — before a human touches it.
Vertiqa's Intake Intelligence agent will review portal intake submissions for gaps and inconsistencies, suggest follow-up questions, and pre-fill the CRM for your approval.
The problem it removes
Client intake forms arrive incomplete and inconsistent, and someone has to read each one, chase the gaps, and re-type the answers into the CRM. Errors caught late become compliance problems.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Targeted follow-up questions
Instead of "please complete the form," the agent drafts the three specific questions that resolve the actual gaps.
CRM pre-fill, human-approved
Clean answers are mapped to CRM fields and presented as a proposed update — one review, zero re-typing.
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
Intake 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 writes form data into the CRM without review.
- Never emails the client follow-up questions without approval of the message.
Built for
Frequently asked
Is the Intake Intelligence agent available today?
Not yet — Intake 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 Intake 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.
Trusted by
