Tags: MULTI-AGENT AI SYSTEM · CLIENT RELATIONSHIP INTELLIGENCE · LANGGRAPH + GROQ + FASTAPI

One Line: Replacing the reactive, memory-driven client relationship management cycle at B2B consultancies with an autonomous multi-agent pipeline that ingests real client communications, scores account health continuously, diagnoses relationship risk before it becomes churn, and drafts recovery or expansion outreach — before the client ever sends a cancellation email.


What's Inside

# Section What It Covers
01 Problem Framing The client health blindspot in B2B consultancies and why current tools fail
02 Solution Overview Five-agent pipeline and how each stage works
03 Multi-Agent AI Architecture Why LangGraph, the two-model Groq strategy, and the agent separation model were chosen
04 Agent 0 — Data Ingestion & Identity Resolution Real email/calendar ingestion, identity mapping, the unmatched queue
05 Agent 1 — Signal Collector Event classification — rebuilt from a fiction generator into a real classifier
06 Agent 2 — Health Scorer Scoring rubric, damping logic, expansion detection
07 Agent 3 — Diagnostician Root cause analysis with evidence-grounding constraints
08 Agent 4 — Action Drafter AI-drafted recovery and upsell outreach, human review queue
09 The Dashboard — Seven Screens Every screen in detail, design language, admin/demo access split
10 Technical Architecture — Key Design Decisions Every architectural decision with rationale and trade-offs
11 Database Schema — 10 Tables Full Supabase schema across the intelligence and ingestion layers
12 The First Live Agent Run — Crossroads Infrastructure Proof the system works on real classified signals, not fiction
13 Live Links & Resources Public URLs and access points
14 Metrics Framework Agent performance, pipeline health, business impact
15 Build Journey & Decision Log The pivots — from signal generation to real ingestion to production hardening
16 Product Roadmap Phased plan from demo to full real-time integration platform

Impact at a Glance

5 Autonomous Agents 10 Database Tables 0 Fabricated Signals
Ingestion → Signal Collector → Health Scorer → Diagnostician → Action Drafter Full client intelligence data model from raw communication to drafted outreach Every score and diagnostic is reasoned from real classified events, not LLM-invented data
$565K Revenue at Risk Detected 20+ API Endpoints Fully Deployed
--- --- ---
Live Apex Advisory Group demo portfolio — 3 of 7 active clients flagged at-risk on first real run FastAPI backend on Oracle Cloud via Cloudflare Tunnel, JWT-authenticated Frontend on Vercel, backend on Oracle Cloud, database on Supabase

01 · Problem Framing

02 · Solution Overview

03 · Multi-Agent AI Architecture

04 · Agent 0 — Data Ingestion & Identity Resolution

05 · Agent 1 — Signal Collector

06 · Agent 2 — Health Scorer

07 · Agent 3 — Diagnostician

08 · Agent 4 — Action Drafter

09 · The Dashboard — Seven Screens

10 · Technical Architecture — Key Design Decisions

11 · Database Schema — 10 Tables

12 · The First Live Agent Run — Crossroads Infrastructure