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How it works

From scattered SaaS signals to coordinated Customer Success action.

Four layers, in a fixed order. Your data is validated before it is scored. Deterministic, versioned logic decides what needs attention. The Risk agent explains and enriches on top of that decision — never instead of it. And nothing reaches a customer without a person approving it.

Layer one

Your data, structured

Customer Success data arrives as spreadsheets, exports and things people remember. The first layer turns that into a weekly, per-account record the rest of the platform can be held accountable to.

  1. Collect

    Weekly account data arrives by spreadsheet upload or direct entry. Integrations come later; nothing waits on them.

  2. Define

    Each measure is defined for your business, in your vocabulary. There is no built-in catalogue you have to bend your data into.

  3. Normalize

    Values are mapped, typed and stamped to a week, so week 14 always means the same thing.

  4. Validate

    Data is checked for completeness, validity, consistency and freshness before anything is calculated from it.

Layer two

Governed decisioning

Calculated, not generated. The same inputs produce the same decision, every time, against a configuration version you can name — which is what makes the outcome reproducible and the audit meaningful.

  1. Data Quality Gate

    Every week is graded Ready, Limited or Blocked. Incomplete or stale inputs never produce a confident-looking wrong answer — they produce a stated one.

  2. Health

    KPIs and health components calculated from your definitions, weightings and thresholds, not ours.

  3. Attention

    Accounts ranked by what actually needs a person this week, weighted by revenue, lifecycle and renewal proximity.

  4. Playbook routing

    Deterministic rules map the account's state to a CS motion, stamped with the exact rule and configuration version applied.

This is the part of AgentIQ that is built and tested today, and the part that runs without a language model at all.

Layer three

AI intelligence

The agent layer reads what the engines already decided and does the work a CS manager does not have time for: assembling the account's evidence and working out what it means. It never produces the numbers — it explains them.

  1. Investigate

    Pull together the account's calculated evidence, its onboarding context and the history of what was tried before.

  2. Interpret

    Turn that evidence into a business reading, with the stated confidence and the limits of what the data supports.

  3. Explain

    Show the records behind every conclusion, and what argues against it.

  4. Recommend

    Sharpen the routed motion into a specific next step, grounded in the evidence rather than in a template.

The Risk agent is live today. Adoption, Expansion, Support Intelligence, CS Copilot and Executive Reporting follow on the same runtime. And the layer below stays deterministic — if an agent is unavailable, the health score, the routing and the report are still produced.

Layer four

Controlled execution

A recommendation is a proposal, not an instruction. The gap between the two is deliberate.

  1. Prepare

    The motion is drafted with its evidence attached, ready to review.

  2. Approve

    A person decides. The approval gate is part of the pipeline, not a setting.

  3. Act

    The approved motion runs, and what ran is recorded.

  4. Close the loop

    The next week is unlocked only once you record what was actually done and what came of it. That record becomes an input to the next decision.

Risk agent — account investigation

What this looks like on one account

How the Risk agent reasons over the evidence the deterministic engines produce. Four signals arrive from four sources. The agent does not simply add them up — it forms a hypothesis, looks for what contradicts it, states what it is missing, and proposes a next step.

Signals in

Usage declining

Weekly active users down 34% over six weeks, concentrated in one team.

Support escalation

Three unresolved P2 tickets on the reporting module, oldest open 19 days.

Renewal approaching

62 days to renewal, with no expansion discussion logged.

Sponsor inactive

The executive sponsor has missed the last two quarterly reviews.

Analysis out

Risk hypothesis

Renewal is at risk because the reporting workflow that justified the original purchase has degraded, and the sponsor who championed it is no longer engaged.

Contradictory evidence

Seat count is unchanged, invoices are paid on time, and a second team increased usage 18% over the same period.

Missing information

Whether the sponsor has changed role, and whether the reporting tickets have a committed fix date.

Recommended next action

Open a sponsor re-engagement motion before the renewal window, with the support fix date as the reason to meet.

Illustrative. Northstar Labs is not a customer; the account and its evidence are constructed to show the shape of the reasoning.

One account picture. One governed decision trail.

See it run on an account you know.

The reasoning is easier to judge against a real account than a constructed one. Bring one you already have an opinion about.