Integration guide

OrthancIQ needs connected evidence before it can diagnose churn.

A form request starts onboarding. The first real Risk Audit starts only after your team connects customer evidence through a setup call, API stream, or structured export.

01

Guided setup call

Best for founders who want help deciding what data is enough. We map your systems, define the first evidence boundary, and decide whether API, export, or manual upload is fastest.

02

API event stream

Best when your product can send users, accounts, events, subscriptions, and support signals on a recurring basis. API keys are provisioned during Private Rollout onboarding.

03

CSV or JSON export

Best for the free audit or early pilots. Send structured exports for usage, billing, CRM, and support so we can test whether the first dossier set has enough signal.

API contract

The minimum evidence OrthancIQ needs.

During Private Rollout, we provision your tenant ID, API key, and exact base URL during setup. The contract below shows the shape of the data your team should prepare.

AccountsCompany/account, contract value, lifecycle stage, owner, renewal date.
UsersKey people inside accounts: admin, champion, billing owner, workflow owner.
EventsMeaningful product actions, not just logins. Example: workflow run, export, invite, integration connected.
SubscriptionsMRR, plan, renewal timing, cancellation state, seat count, invoice events.
SupportTickets, sentiment, unresolved blockers, cancellation notes, success-manager context.
POST /v1/eventsExample payload
{
  "tenant_id": "tenant_provisioned_by_orthanciq",
  "account_id": "acct_123",
  "user_id": "user_456",
  "event": "workflow_export_completed",
  "occurred_at": "2026-06-08T10:24:00Z",
  "properties": {
    "workflow": "board_report",
    "source": "product",
    "success": true
  }
}

No diagnosis before data. OrthancIQ does not claim a churn read from the request form alone. The form only starts the setup process. The Brain Engine needs connected customer evidence before it can build dossiers, score recovery potential, or recommend action.

Setup sequence

What happens after you request access.

1

Request access

Tell us your company, MRR range, and which data systems matter.

2

Define evidence boundary

We agree what data OrthancIQ needs and what stays out.

3

Connect data

Use API, CSV, JSON, or a guided export depending on what is fastest.

4

Run first dossiers

Only after evidence is connected do we generate risk dossiers and next actions.

Ready to connect?

Start with a setup call, not a blind upload.

We will help your team choose the simplest data path for the first audit: API stream, CSV/JSON export, or guided onboarding.