Agentic AI for Guard Deployment, Incidents, and Client Reporting
Converiqo connects lead capture, site surveys, proposals, rosters, attendance, incidents, billing, and renewals so security agencies can deliver reliable guarding services with clear communication.
Pressure points
Key Challenges for Security Agencies and Guarding Companies
Automation reduces daily guarding stress by making deployment and communication more predictable.
Last Minute Guard Shortages and Replacements
Guard no shows, late arrivals, and emergency replacements create daily pressure when rosters and reliever plans are not visible in one place.
Unclear Site Instructions and Post Orders
Client instructions and post orders are shared through email, chats, and paper which makes it hard to ensure all guards and supervisors follow the same guidance.
Manual Shift Planning and Duty Roster Changes
Shift changes, reliever allocation, weekly offs, and seasonal loads are coordinated manually which leads to conflicts and gaps.
Incident Escalations and Delayed Updates
Incidents, alarms, and visitor issues are reported inconsistently so supervisors and clients do not always receive clear and timely updates.
Fragmented Communication with Clients and FM Teams
Control rooms, supervisors, and client facility managers depend on calls and chats for updates which increases confusion and follow up load.
Limited Visibility into Service Quality and Renewals
Leadership has little structured insight into attendance, incidents, complaints, and satisfaction by client, site, and shift.
How Converiqo Orchestrates Security Agency Operations
Agentic AI connects sales, operations, control rooms, and clients so guarding services run on clear workflows instead of scattered updates.
AI Guided Security Requirement and Proposal Journeys
Agentic AI captures risk level, site layout, timing, and headcount needs then guides teams through assessment and proposal preparation.
Guard Deployment and Duty Roster Automation
Deployment workflows assign guards by skills, location, and availability while keeping supervisors and clients in sync on coverage.
Client and Facility Self Service Intelligence
Clients can see rosters, incidents, and tickets without needing constant calls with supervisors or the control room.
Feedback and Performance Insight
Feedback, incident patterns, and SLA metrics flow into a shared view so agencies can improve training and supervision.
Core module
Sales and Lead Engine
Capture, qualify, and convert security enquiries into signed guarding contracts with clear commitments.
Automation flow
Sales and Lead Engine for Security Agencies
Capture enquiries and RFPs from websites, email, calls, references, and facility management partners with structured tagging.
Classify leads by segment, location, risk level, required headcount, and SLA expectations.
Trigger site survey and risk assessment workflows once a lead is qualified.
Link survey outcomes into proposal preparation so commercial and operational details stay aligned.
Automate follow ups for proposals sent, clarifications, negotiations, and contract sign offs.
Give management a view of win rates, pipeline, and revenue potential by segment and geography.
Automation flow
Customer Self Service for Security Clients
Allow clients to view deployment schedules, guard strength, and shift patterns for each site.
Provide access to daily attendance summaries, incident logs, and basic patrol reports.
Offer simple flows to raise concerns, request changes, or seek clarifications on post orders.
Expose key compliance and documentation items such as licenses, wage registers, and statutory proofs where required.
Share status updates on tickets, guard replacement requests, and escalation handling.
Reduce manual dependency on calls by making core information visible in one place.
Automation flow
Ticketing System for Incidents, Complaints, and Requests
Log complaints about guard behaviour, punctuality, site coverage, and process gaps as tickets linked to contracts and sites.
Capture incident reports, visitor issues, and escalation events in structured forms with photos and notes.
Route tickets to supervisors, HR, operations, or training teams based on type and severity.
Track actions such as counselling, replacement, retraining, or disciplinary steps with clear records.
Keep clients updated on progress and resolution outcomes so trust is maintained.
Use ticket data to identify recurring issues across guards, supervisors, shifts, or locations.
Automation flow
Marketing Module for Contract Growth and Renewals
Segment prospects and clients by industry, risk profile, and deployment size for focused outreach.
Automate campaigns around renewals, new service lines, and seasonal security needs.
Use client feedback and SLA performance to design case studies and reference stories.
Trigger upsell and cross sell journeys for technology add ons, patrol upgrades, or integrated services.
Coordinate communication across email, WhatsApp, and account manager follow ups.
Measure campaign performance by meetings booked, proposals raised, and contracts renewed.
Automation flow
Workflow Automation Across Guarding Operations
Standardize site survey, risk assessment, and approval steps before deployment.
Automate duty roster creation with rules for relievers, weekly offs, and seasonal changes.
Connect attendance capture with rosters so deviations and gaps are flagged early.
Link incident and ticket workflows with escalation rules and reporting lines.
Align billing and compliance checks with deployment and attendance data.
Provide an operational cockpit for supervisors and control room teams to manage daily work.
Automation flow
Feedback and Survey for Security Service Quality
Collect feedback from client facility managers and contract owners on deployment quality and responsiveness.
Measure satisfaction on guard behaviour, incident handling, communication, and overall reliability.
Identify accounts where service quality is at risk so corrective actions can be planned.
Run targeted surveys for key segments such as residential communities, corporate offices, or industrial sites.
Link feedback trends to training, roster, and supervision improvements.
Track how scores and comments evolve over time as new practices and automation are adopted.
Stakeholder outcomes
Benefits Across Security Leadership, Operations, and Clients
Everyone from owners to facility managers benefits when guarding services run on transparent workflows.
Agency Owners and Directors
- Gain a consolidated view of leads, deployments, incidents, compliance, and renewals across clients and sites.
- Reduce reliance on manual trackers and individual coordinators for daily operations visibility.
- Use data on service quality and renewal health to guide strategy and investment.
Operations and Control Room Teams
- See rosters, attendance, incidents, and tickets in one place for faster decisions.
- Respond to last minute changes and escalations with better context and fewer calls.
- Coordinate guards and supervisors across multiple sites through shared workflows.
HR, Recruitment, and Training Teams
- Connect guard onboarding, verification, and training status directly to deployment workflows.
- See patterns in incidents and complaints that point to coaching needs.
- Plan hiring and training based on upcoming contracts and seasonal loads.
Account Managers and Client Relationship Teams
- Stay ahead of client concerns with real time visibility into tickets and feedback.
- Use service performance and incident history in renewal and upsell conversations.
- Spend more time strengthening relationships and less time gathering scattered information.
Finance and Compliance Teams
- Align billing with actual deployment, overtime, and extras as recorded by workflows.
- Ensure statutory and contract specific compliance documentation is organized by client and site.
- Reduce disputes and collection delays through clearer evidence and reporting.
Clients and Facility Managers
- Understand deployment, incidents, and escalations without chasing multiple contacts.
- Raise concerns and see resolution progress through clear, traceable workflows.
- Build confidence that security operations are consistent, responsive, and accountable.
Deployment fit
Capabilities for Every Security and Guarding Setup
From gated communities to nationwide guarding networks.
Corporate and IT Park Security Agencies
Manage large office complexes, multitenant parks, and corporate campuses with structured deployments and incident reporting.
Residential and Gated Community Security Providers
Coordinate guard deployment, visitor management support, and community escalations with clear client visibility.
Industrial, Warehouse, and Logistics Security Contractors
Support high risk sites with robust patrol, incident, and compliance workflows linked to client expectations.
Retail, Hospitality, and Mall Security Vendors
Handle footfall driven security requirements with dynamic rosters, event coverage, and incident handling.
Integrated Security Services Companies
Align manned security operations with technology, monitoring, and facility services on a common platform.
Regional and Nationwide Guarding Agencies
Run distributed branches and sites on shared processes while keeping room for local supervision styles.
Proof of impact
Measurable Change in How Security Agencies Operate
Guarding Operations Run Smoother on Converiqo
More reliable
Better adherence to duty roster and deployment plans
Faster response
Improved response time for incidents and escalations
Lower friction
Reduced disputes on deployment, billing, and compliance
Stronger retention
Higher satisfaction and renewal likelihood for key clients
Customer voice
“Converiqo helped us bring deployment, incidents, and client communication into one view. Supervisors and clients now see the same picture and we can act on issues before they become renewal risks.”
Managing Director, mid size security and guarding agency
Need to know
Frequently Asked Questions
Answers for security agency owners, operations leaders, and client teams.
How can agentic AI support professional security agencies?
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Agentic AI automates client inquiries, organizes deployment tasks, and improves coordination across guards, supervisors, and clients. It helps agencies manage site requirements, shift scheduling, incident updates, and daily reporting with higher consistency and accuracy.
What operational challenges do security agencies face daily?
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Agencies struggle with last minute guard shortages, unclear client instructions, shift conflicts, delayed updates, and repetitive communication. Automation centralizes workflows and reduces errors caused by manual tracking and fragmented communication.
Can automation improve guard deployment and shift management?
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Yes. Automation assigns guards based on skills, availability, and location. It tracks attendance, sends reminders, and escalates deviations. This ensures smoother deployment, fewer shift gaps, and more predictable service for clients.
How does AI improve communication with security clients?
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AI sends automated updates on deployment status, incident logs, shift reports, replacements, and ticket progress. Clients stay informed throughout the day without depending on repeated calls or manual follow ups from supervisors.
What KPIs should security agencies track using automation tools?
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Key KPIs include guard attendance, incident response time, ticket resolution speed, shift adherence, client satisfaction, and contract renewal rates. These metrics help agencies maintain service quality and operational reliability.
How does Converiqo’s Lead Engine increase security contract conversions?
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The Lead Engine captures inquiries from businesses, residential communities, events, and corporate buyers. It tags security type, manpower requirements, locations, and urgency which helps agencies prioritize high value leads and convert more proposals into contracts.
How does Customer Self Service improve client experience in security services?
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Customer Self Service allows clients to view deployment schedules, raise concerns, track ticket status, access reports, and review compliance documents at any time. This reduces manual dependency and increases trust through transparent updates.
Why should security agencies use Converiqo’s Ticketing System?
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The Ticketing System organizes complaints, guard issues, incident escalations, shift disputes, and replacement requests into trackable cases. It ensures fast resolution and seamless coordination between supervisors, HR, and client teams.
How does vendor and procurement automation support agency operations?
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Vendor and procurement automation manages uniform suppliers, equipment vendors, training partners, and compliance documentation. It prevents delays in provisioning gear, maintains vendor reliability, and ensures guards have the right tools on time.
How do workflows and feedback improve security agency performance?
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Workflow automation standardizes deployment steps, incident reporting, guard replacement processes, and escalation cycles. Feedback and survey insights reveal service gaps, helping agencies refine training, supervision, and overall service delivery.
Guarding excellence
Ready to Automate Guard Deployment, Incidents, and Client Reporting?
Plug Converiqo into your security agency operations to streamline leads, deployment, attendance, incidents, and renewals without disrupting your existing HR, payroll, or patrol systems.