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CONCORDIA

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Integration

CONCORDIA

Separates customer success intelligence from executive synthesis (HELIOS) and from domain execution (MONETA) while staying tenant-scoped.

LiveCatalogue status
ObservingRuntime posture

Customer success intelligence: tenant-scoped customer-health narratives composed from CRM, messaging, finance, and incident signals — observing with explicit missing-source posture.

  • CONCORDIA
  • Customer success
  • Observing
  • Integration
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Expanded capabilities

  • Compose customer-health narratives from CRM, messaging, finance, and incident signals
  • Mark missing sources instead of inventing health scores
  • Pin RECORD_ONLY findings for CS operators
  • Inform HELIOS and renewal conversations with observed posture
  • Never mutate CRM systems autonomously

How they learn & improve

CONCORDIA improves which risk keys matter from operator confirmation on churn/renewal narratives — still observing-only on writes.

  1. Aggregate entitled sources with provenance.
  2. Highlight risks operators repeatedly act on via pins/feedback.
  3. Keep CRM mutations on human-gated paths outside this agent.

How they work together

CONCORDIA feeds customer truth into HELIOS/AUCTOR conversations while HERMES/VIGILIA cover operational incidents.

  • HELIOS (executive synthesis)Supplies CS pressure into executive briefs.
  • AUCTORWarns sales before expansion into unhealthy accounts.
  • MINERVAPairs health with support triage load.
  • NUNTIUSDoes not auto-message customers about risk.
  • Telemetry planeShares governed context with Telemetry plane so operators see one coherent path instead of conflicting module stories.

Practical benefits

  • Renewal radarCS leads see renewal risk with source provenance — prepare QBR talking points early.
  • No fake green scoresIf product-usage data is missing, CONCORDIA says partial/missing instead of painting ‘healthy’.
  • Pin for standupRECORD_ONLY pins keep at-risk accounts visible across shifts.

Learning and improvement stay human-visible: candidates are RECORD_ONLY until an operator reviews and applies them. Sensitive sends, publishes, and approvals never run silently.

Related agents

CONCORDIA — AgentIQ Agent Catalogue · AgentIQ Labs