Vertiqa Help
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Help center
How-to guides and concept explainers for Vertiqa.
General
Account vs contact vs location
How accounts, contacts, and locations relate — and which one to create when.
AI answers — Action Console
Outcome-driven priority list with supporting evidence in tabs — what to do next, with the receipts.
AI answers — Mission Control
Command-center view of agent activity with telemetry, action dock, and timeline.
AI answers — Story Timeline
Chronological narrative of agent activity, grouped by date, with evidence excerpts.
AI answers — view selector
Three lenses on the same agent activity — pick the one that matches how you want to work.
Appearance
Personal preferences for theme and density — applied only to your account.
Dashboard
Your at-a-glance view of CRM pipeline, project work, and commercial activity.
Global search
Find anything across your workspace — accounts, contacts, opportunities, projects, tasks, and documents — from one search box.
Lead vs opportunity
When a deal is a lead, when it becomes an opportunity, and why the line matters for forecasting.
Projects vs tasks
How projects, tasks, subtasks, and checklist items relate — and which level to use when.
Accounts
Accounts overview
Browse, search, and create accounts — the company-level record everything else hangs off.
Edit an account
Update account details, link contacts and opportunities, and review activity history.
Activities
Activities overview
Triage the cross-CRM activity feed — calls, emails, meetings, tasks, notes, WhatsApp, and SMS.
Agent Library
Agent library overview
Built-in agents you can launch on demand — Prospect Research, AI Page Builder, RFQ Generator, and more.
Use the RFQ Generator from the Agent Library
Generate a formal RFQ on demand using the RFQ Generator agent.
Admin
AI configuration assistant
Chat with an AI assistant that proposes config changes — views, fields, pipelines — for you to review and apply.
Automations
Author and manage automation workflows — multi-step sequences triggered by record events.
Custom fields
Add fields to accounts, contacts, opportunities, jobs, and other entities — beyond the built-in ones.
Email accounts
Connect Gmail, Outlook, or SMTP — configure sync settings and the default sending account.
Permissions
The role-based permission matrix — toggle what each role can see and do.
Pipelines
Configure the stages, probabilities, and required fields for each lead and opportunity pipeline.
Settings overview
The hub for org configuration — team, permissions, integrations, fields, pipelines, automations, and more.
Tags
Define the tag library — colored labels you can attach to records for filtering and reporting.
Team and members
Invite teammates, change roles, and manage pending invitations.
Teams
Build the team hierarchy — create teams, add members, designate leads.
Transfers
Bulk-reassign records when a teammate leaves or changes role.
UI configuration
Customize sidebar items, vocabulary, and per-entity view mappings — admin/owner only.
Views
Build and manage saved list views — column sets, filters, and sort orders that anyone can apply.
Visibility
Configure organization-wide defaults for who can see which records, and preview each member's effective scope.
WhatsApp integration
Connect WhatsApp so messages from contacts land on the activity timeline.
Workflows
System and vertical-specific workflows you can enable or disable — pre-built, not authored.
Pages
AI page builder
Generate conversion pages from a prompt — chat with the agent, refine via clarifications, and publish proposals.
Conversion pages
Manage live and draft landing pages — publish, configure inquiry intake, view analytics.
Goals
AI usage
Monitor your organization's monthly token budget, hourly rate limits, and skipped evaluations.
Calibration dashboard
How well a goal's confidence scores actually match its hit rate — reliability diagram, ECE, and the cold-start gate.
Create a goal
Walk through the three-step wizard — pick a template or write the goal in plain language, refine the config, then set thresholds.
Goals activity
Live feed of every agent run and approval decision — the audit trail for goals.
Goals inbox
Approve or reject the proposals an agent has prepared — the human-in-the-loop step for Advisory and Supervised goals.
Goals overview
Configure agentic goals — what triggers them, what they do, and how aggressively they run.
Goals settings
Admin view of agent goals — bulk-toggle, configure thresholds, and seed templates.
Routing modes — Advisory, Supervised, Autonomous
The three confidence zones a goal can route into, and how to choose where to set the boundaries.
Scheduling
Availability settings
Configure your weekly availability, meeting durations, and buffer times for booking links.
Booking links
Create shareable links so customers can self-book a meeting on your calendar.
Calendar settings
Connect a calendar provider so meetings sync both ways and free/busy is honored on booking links.
Meeting details
Update a meeting's status, capture notes, and link it to the right record.
Meeting vs booking link
When to schedule a meeting directly, and when to send a booking link.
Meetings overview
Browse, filter, and create meetings — switch between list and calendar views.
Business Cards
Business card analytics
30-day stats and trends for a single business card.
Business cards
Manage your team's digital business cards and email signatures from one tile grid.
Business cards settings
Admin controls for business card templates, organization branding, and CRM lead capture.
Create or edit a business card
Two-column editor with a live preview — fill the form, see the result, save.
Contacts
Contacts overview
Find and create contacts — the people behind the accounts you work with.
Edit a contact
Maintain a contact's profile, link them to an account, and reach them through email, call, or messaging.
Rfqs
Create a formal RFQ from an inquiry
Turn an inbound inquiry into a reviewed formal RFQ draft.
Edit formal RFQ content
Adjust line items, quantities, and supplier instructions on a draft RFQ.
Export formal RFQ to PDF
Produce a sendable PDF copy of a formal RFQ.
Documents
Documents library
Browse, search, upload, and manage documents across contacts and other entities.
Locations
Edit a location
Maintain a site's address, access notes, and account link.
Locations overview
Track the physical sites tied to an account — site addresses, gate codes, access notes.
Commercial
Estimate details
Edit line items, send, track approval, and convert to an invoice when the customer says yes.
Estimate vs invoice
When to send an estimate, when to send an invoice, and how the two relate across a deal's lifecycle.
Estimates overview
Browse and create estimates — quotes you send to customers before they decide.
Invoice details
Edit line items, send, mark paid, void, and download PDF for a single invoice.
Invoices overview
Browse, search, and create invoices — from draft through paid, partial, overdue, or void.
Operations
HVAC dispatch
Today's scheduled HVAC jobs in one place — assign techs, kick off the next action, and lock the schedule.
HVAC job details
Run a single job — update status, assign techs, capture notes, and track estimated vs actual cost and time.
HVAC jobs overview
The full job list — service, install, maintenance, and emergency — across every status and priority.
Life insurance daily brief
The agent's prioritized morning view — overdue tasks, today's actions, and pipeline distribution.
Inbound Inquiries
Inbound inquiry vs lead
Understand when an inbound message is an inquiry, and when it should become a lead.
Inbound inquiry vs lead vs opportunity
How an inquiry becomes a lead, and a lead becomes an opportunity.
Triage the CRM inbox
Work the inbound inquiry inbox — switch views, filter by source and status, and convert messages into the CRM.
Leads
Leads pipeline
Work the leads kanban — drag cards between stages, switch to a list, and filter by pipeline.
Work a lead
Drive a lead from first touch to qualified — edit details, advance stages, and keep the activity timeline current.
Notifications
Notification preferences
Personal notification preferences — channels, categories, quiet hours, and digest frequency.
Notifications inbox
Read, dismiss, and triage everything Vertiqa is trying to tell you — task assignments, mentions, and key events.
Opportunities
Opportunities pipeline
Work the opportunities kanban — drag stages, filter for at-risk and renewals, and track what's pending review.
Work an opportunity
Drive an opportunity to close — edit deal fields, advance stages, manage notes and documents.
Portal
Portal settings
Admin controls for the client portal — invite users, manage form templates, and review form requests.
Review a portal form request
Approve or send back a portal submission — flag specific fields, leave reviewer notes, and track versions.
Projects
Project details
Run a project — manage its info and work the task kanban by status column.
Project templates
Reusable project blueprints — apply a template to spin up a project with default tasks pre-loaded.
Projects overview
Browse and create projects — the unit of delivery work in Vertiqa.
Tasks
Task details
Run a single task — edit metadata, manage checklists and subtasks, comment, and change status.
Tasks overview
Work your task list — switch list/kanban views, filter by priority and status, and tick tasks done.
Voice Agent
Voice agent
Inbound call handling with AI agent transcripts — review calls, drill into transcripts, and verify CRM linkage.
Voice agent settings
Owner-only configuration for the inbound voice agent — number, routing, greeting, and instructions.