Your CS team, in the AgentIQ workspace Today
Account investigations, health, attention and playbook routing in one place, operated by the people who own renewals.
The intelligence is the product: the investigation, the evidence, the governed decision. Where it surfaces — our workspace, your product, or your own code — is a delivery choice, and one we are opening up in stages.
The workspace is the surface that exists today, with the Risk agent running in it. The embedded widget and the API are planned, and design partners will shape both.
There are two places a team meets the intelligence: in our workspace, or inside a product of their own. Whichever surface is used, the same investigation runs, the same governed logic decides, and the same audit trail is written. The delivery model does not change the guarantees.
Account investigations, health, attention and playbook routing in one place, operated by the people who own renewals.
The same evidence and recommendations surfaced in the tools your team already has open, without asking them to switch context.
Two surfaces, three delivery mechanisms — a product can be reached by more than one route. Stated with their status, because two of the three are plans, and a delivery model is a promise about architecture.
AgentIQ operated by us as a multi-tenant platform. Your tenant is provisioned and configured with you — your terms, your KPI formulas, your health components, your thresholds — and used directly by the people who own renewals. There is no sign-up form, because there is no generic configuration worth signing up for.
The investigation and its evidence rendered inside your own product, so an account owner sees the reasoning without leaving the screen they work in.
Direct access to the engine — investigations, health components and routing decisions — for teams that want to build their own surface on top.
Delivery options will be introduced in stages as the product is validated. We would rather ship one surface that holds up under real Customer Success work than three that half do.
These are properties of the engine, not of any one surface — which is why the delivery model can move without the guarantees moving with it.
Deterministic routing against your configured rules, stamped with the version applied.
Every conclusion carries the source records behind it, and what argues against it.
Actions that touch a customer wait for a person, wherever the recommendation was read.
One record per investigation, regardless of which surface produced or consumed it.
Your data stays inside your tenant, enforced at the data layer rather than at the surface. A different delivery model does not open a different door.
The surface is a choice. The governed decision is not.
Design partners shape which surface we build next, and what it has to do to be worth switching to.