Scheduled patrol of every stage
The sweep runs weekly across your whole pipeline with staleness thresholds tuned per stage — a quote can go quiet for days, a new lead for hours.
Stale Deal Sweep · on the Vertiqa OS
Coming soon
No deal dies of silence on your watch.
Vertiqa's Stale Deal Sweep will patrol every pipeline stage on a schedule, flag deals going quiet, and queue a suggested next touch for each one.
The problem it removes
Deals rarely die from a "no" — they die from three weeks of nothing. By the time someone notices the quote from last month, the customer has hired someone else.
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 suggested next touch, drafted
Each flagged deal comes with a proposed action — a nudge email, a call task, a price-check follow-up — ready to approve, not just an alert.
An owner and a deadline
Flags land as assigned tasks with due dates, so "someone should follow up" becomes a name and a date on the board.
An early version runs in Vertiqa today: the weekly stale-quote sweep. This agent extends the same patrol to every pipeline stage.
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
Stale Deal Sweep 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 the follow-up itself — every suggested touch goes through approval.
- Never changes deal stages or closes deals; it flags, you act.
Built for
Frequently asked
Is the Stale Deal Sweep agent available today?
An early version runs in Vertiqa today: the weekly stale-quote sweep. This agent extends the same patrol to every pipeline stage.
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 Stale Deal Sweep 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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