Detects the warm window
A glowing review, a successful claim resolution, a project delivered early — the agent watches the timeline for the moments when goodwill peaks.
Referral Prompt · on the Vertiqa OS
Coming soon
Never miss the moment a happy client would say yes to a referral ask.
Vertiqa's Referral Prompt will spot the warm moments — a five-star review, a resolved claim, a finished project — and prepare a personalized referral ask for your approval.
The problem it removes
Everyone agrees referrals are the best leads, and almost nobody asks — because the right moment passes unnoticed, and a cold referral request feels awkward for everyone.
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 personalized ask, drafted
The suggested message references the actual moment — "glad the new system is keeping you cool" — so it reads like gratitude, not a campaign.
Tracks the loop
Asks, responses, and resulting introductions are tracked on the account, so you finally know which relationships generate business.
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
Referral Prompt 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 sends a referral ask without your approval of that specific message.
- Never asks a client who has an open complaint or unresolved issue.
Built for
Frequently asked
Is the Referral Prompt agent available today?
Not yet — Referral Prompt 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 Referral Prompt 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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