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Guides, concepts, and step-by-step walkthroughs for running your business on Vertiqa — from your first opportunity to a fully governed agent loop.
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171 articlesAll articles by topic
Getting started · 14
- Ask the Assistant about your business
- Assistant
- Check-in on event day
- Create and publish an event
- Dashboard
- Documents library
- Events overview
- Getting started with Vertiqa
- Global search
- Guests, approvals, and invite links
- Notifications inbox
- Sign up and create your organization
- Tell the Assistant to do things
- Training progress dashboard
CRM · 19
- Account vs contact vs location
- Accounts overview
- Activities overview
- Contacts overview
- Conversion pages — three worked examples
- Edit a contact
- Edit a location
- Edit an account
- Forecast
- Import CRM data
- Inbound inquiry vs lead
- Inbound inquiry vs lead vs opportunity
- Lead vs opportunity
- Leads pipeline
- Locations overview
- Opportunities pipeline
- Triage inbound inquiries
- Work a lead
- Work an opportunity
Service · 3
AI OS & agents · 31
- Agent library overview
- Agent run recovery
- AI OS admin setup
- AI OS overview
- AI page builder
- Ask for your open deals
- Build a lead list in Claude and import it into Vertiqa
- Build a workflow for Inquiry Received
- Command Center getting started
- Commitments
- Company State overview
- Connect Vertiqa to ChatGPT or Claude
- Decisions
- Drift alerts overview
- Fix common Vertiqa connection problems
- Get the latest on a client's deal
- Intention records
- Policies
- Policies, budgets, and schedules
- Provenance on a Company State record
- Risks
- Use Vertiqa from ChatGPT or Claude
- Voice agent
- Walkthrough: catch blocked or at-risk project work
- Walkthrough: catch missed or unconfirmed meetings
- Walkthrough: handle a failed or blocked agent run
- Walkthrough: protect a deal at risk
- Walkthrough: recover a dropped customer follow-up
- Walkthrough: rescue a stale lead
- Walkthrough: safely turn on a recurring agent loop
- What the Vertiqa connection can do in ChatGPT or Claude
Scheduling · 6
Projects & tasks · 13
Commercial · 9
Goals · 7
Staffing · 4
Business cards · 3
Client portal · 7
Settings & admin · 37
- AI configuration assistant
- AI provider
- Appearance
- Author and publish an instrument version
- Automations
- Business card analytics
- Business cards settings
- Calendar settings
- Conversion pages
- Custom fields
- Customize the instrument snapshot report
- Email connectors
- Generate a Pipeline Pack with AI
- Goals settings
- Google Classroom connector
- Instrument runs and results
- Instruments overview
- My profile
- Notification preferences
- Organization profile
- Permissions
- Pipeline Gallery
- Pipeline Pack builder
- Pipelines
- Sales settings
- Score a conversion page submission with an instrument
- Settings overview
- Tags
- Team and members
- Teams
- Transfers
- UI configuration
- Views
- Visibility
- Voice agent settings
- WhatsApp integration
- Workflows
Partners & implementers · 10
- Client go-live checklist
- Data ownership, hosting, and export
- For partners, implementers, and resellers
- How Vertiqa's AI stays safe
- Managing multiple client workspaces
- Migrating a client onto Vertiqa
- Platform, stack, and integrations
- Security and tenant isolation
- What a Vertiqa implementation involves
- What's configurable per client