SHEET 01Agentic Business IntelligenceBI

Query your enterprise data. Get answers with citations.

Agentic Business Intelligence connects to every data source, understands your business context, and delivers answers with full citations. Not a dashboard — a conversation.

Ask your data a question See the platform
  • Natural Language
  • Cross-System
  • Governed Access
  • Semantic Layer
  • Predictive
12+Enterprise data sources
<2sAverage query response
100%Query audit coverage
SHEET 02Natural Language AnalyticsQUERY

Ask complex questions. Get structured answers with citations.

Ask in plain English and the agent queries across databases, CRMs, ERPs, and document stores, then delivers tables, charts, and exportable reports with complete source citations.

Query consoleLive

What is our AP aging by vendor category for Q4, and how does it compare to Q3?

Sources ERP · Procurement · Vendor PortalTime 1.8sScanned 48K rows
CategoryQ3 AgingQ4 AgingDeltaTrend
Raw Materials$2.4M$1.8M-25%
Logistics$890K$1.1M+24%
Professional$340K$290K-15%
Technology$1.2M$1.4M+17%
  • [1] ERP: AP_AGING_DETAIL, Q3-Q4 2025
  • [2] Procurement: VENDOR_CATEGORIES, Active vendors
  • [3] Vendor Portal: PAYMENT_TERMS, Updated 2025-11-28
SHEET 03Cross-System IntelligenceUNIFIED

One query. Every data source. Unified answers.

Queries span databases, documents, CRM, ERP, and communication tools simultaneously. Get unified answers without manual data wrangling.

DS-01

CRM

  • Salesforce
  • HubSpot
  • Dynamics
DS-02

ERP

  • SAP
  • Oracle
  • NetSuite
DS-03

Documents

  • SharePoint
  • Google Drive
  • Confluence
DS-04

Communications

  • Slack
  • Teams
  • Gmail
Unification pipelineActive
01Connect

Data source adapters

02Schema Map

Field normalization

03Enrich

Semantic layer

04Query

Cross-system execution

05Cite

Source attribution

SHEET 04Enterprise GovernanceAUDITED

Every query governed. Every answer auditable.

Enterprise-grade governance built into every query. Role-based access, audit trails, data masking, and retention policies, enforced automatically.

Query governance pipelineEnforced
01Query Received

User asks a question

02Policy Check

Validate against rules

03Permission Scope

Enforce RBAC

04Execute & Cite

Run with sources

05Audit Log

Immutable record

Role-Based Access

Each query inherits the user’s data permissions. Finance data stays with finance. Sales sees only their pipeline.

Query Audit Trail

Every question, every source accessed, every row returned. Tamper-proof logs for compliance and review.

Data Masking

PII auto-redacted based on user clearance level. Sensitive fields masked in query results automatically.

Retention Policies

Configurable per source, department, or compliance requirement. Data lifecycle governed end-to-end.

  • SOC 2 Type II
  • GDPR
  • HIPAA
  • ISO 27001
  • RBAC
SHEET 05CapabilitiesCAP-01..05

From automated reports to predictive intelligence.

SCHED

Automated Reporting

Schedule daily, weekly, or monthly reports that run automatically and deliver insights to stakeholders.

AI

Predictive Analytics

Trend detection, anomaly flagging, and forecasting. Ask forward-looking questions and get data-backed projections.

AUTO

Visualization Engine

Auto-generated charts, tables, and dashboards from query results. No manual configuration required.

INTEG

Export & Sharing

Export to PDF, Excel, or push results to Slack, email, and data warehouses with one command.

LIVE

Alerts & Thresholds

Set conditions on any metric. Get notified when KPIs cross thresholds or anomalies appear in your data.

SHEET 06Semantic UnderstandingDEFINED

Your business logic, embedded in intelligence.

The platform understands your business definitions: "active customer", "qualified pipeline", "margin" mean what they mean in your organization. Configure semantic layers once, and every query respects your business rules.

ZeroDashboard maintenance required
200+KPI definitions
50+Semantic rules
<2sAvg query time

Metrics

  • Revenue
  • Pipeline
  • Margin
  • Churn

Dimensions

  • Region
  • Product
  • Quarter
  • Segment

Hierarchies

  • Org Chart
  • Geo Tree
  • Cost Center
  • Product Family

Business Rules

  • “Active Customer” = 90-day purchase
  • “Qualified Pipeline” = Stage 3+
  • “Margin” = Revenue − COGS
  • “At Risk” = No activity 30d

The semantic layer eliminates dashboard maintenance. Define your business logic once: every query, every team, every report uses the same definitions automatically.

SHEET 07Department IntelligenceMATRIX

Every team gets the answers they need.

From finance to executive leadership, each department speaks a different language. Powered by the Context Engine, the BI agent understands them all.

TeamExample QuestionOutputOutcome
FinanceWhat is our AP aging by vendor category?Table + trend chart4hr → 30sec report time
SalesWhich deals are at risk of slipping?Risk matrix + pipeline15% better forecast
OperationsWhere are our bottlenecks in Q4?Bottleneck heatmap23% cycle reduction
MarketingWhat is our true CAC by channel?Attribution breakdown40% budget reallocation
HRShow me attrition risk by departmentTrend + risk scoresEarly warning 60 days out
ExecutiveHow did we perform vs. plan this QTR?Exec scorecardBoard-ready in 2 minutes
SHEET 08ArchitectureSHARED PLATFORM

Built on the same platform. Same governance. Same context.

Agentic BI runs on the assistents platform alongside every other agent. Shared context, shared governance, shared infrastructure.

L-01

Connectors

12+ data source types including databases, APIs, SaaS platforms, and file stores

L-02

Query Engine

NL → SQL translation with multi-source join optimization and caching

L-03

Semantic Layer

Business definitions, KPI formulas, dimension hierarchies, and naming rules

L-04

Governance

RBAC enforcement, audit logging, data masking, and retention policies

SOURCESData SourcesCRM · ERP · Docs · CommsENGINEQuery + Semantic LayerNL → SQL · joins · KPI definitionsOUTPUTCited AnswerCharts · Tables · SourcesGOVERNANCE · RBAC · audit · masking
See Platform Architecture Agent Governance
SHEET 09Use CasesBI

See Agentic BI in action.

Explore real-world use cases powered by Agentic BI across industries and departments.

View all Agentic BI use cases
UC-01

Intelligent Lead Qualification

AI agents engage inbound leads in real time, qualify them against your ICP criteria, enrich contact data, and route high-intent prospects to the right rep — before they bounce.

Conversational Agents
UC-02

Automated Invoice Processing

Extract line items, PO numbers, and payment terms from invoices in 90+ formats. Auto-match against purchase orders, flag discrepancies, and route for approval — 85% straight-through processing.

Document AI
SHEET 10Get StartedDEPLOY

From first query to production in days, not months.

01

Connect your data sources

Point the BI agent at your databases, CRMs, ERPs, and document stores. Pre-built connectors handle auth and schema discovery.

~ 1 day
02

Configure the semantic layer

Define metrics, KPIs, dimensions, and business rules. The agent learns your organization’s language.

~ 2–3 days
03

Deploy and start querying

Your team starts asking questions in natural language. Governed access ensures everyone sees only what they should.

~ 1 week
SHEET 11Specification NotesFAQ

Questions teams ask about Agentic BI

What is Agentic Business Intelligence?

Agentic BI combines AI agents with business intelligence. Instead of building dashboards, you ask questions in natural language and get answers with charts, tables, and source citations — pulled from multiple enterprise systems simultaneously.

How is Agentic BI different from traditional BI tools?

Traditional BI tools require SQL knowledge, pre-built dashboards, and single-source queries. Agentic BI lets anyone ask complex questions across multiple systems (CRM, ERP, HRIS) in natural language, with automatic joins, semantic understanding, and cited sources.

Can AI agents access live data from our systems?

Yes. The platform connects to live data sources through 300+ pre-built connectors. Queries run against your current data — not stale exports. Connection is read-only by default, with write access gated behind governance controls.

How does Agentic BI handle data security?

Every query respects the permissions of the underlying data source. Role-based access controls ensure finance data stays with finance teams. All queries are logged with full audit trails, and the platform supports SOC 2, HIPAA, and GDPR compliance.

What's the ROI of Agentic BI?

Teams typically save 15-20 hours per week on recurring analysis requests. The read-only starting mode means you see value immediately with zero risk. Most organizations achieve full ROI within 6 weeks of deployment.

SHEET 12Sign-offREADY

Book a Data Architecture Review

See Agentic BI answer real questions from your data. 48-hour ROI analysis included.

Book architecture review Explore platform
Product
Agentic BI · assistents platform
Compliance
SOC 2 · HIPAA · GDPR · ISO 27001
Lead time
Architecture review · 48-hour ROI
Sheet
12 of 12 · BI

Enterprise-grade from day one

SOC 2, HIPAA, GDPR compliance. Full audit trails on every query. Role-based access enforced automatically.

See our security

BI for every industry

Agentic BI powers real-time analytics for retail, financial services, and manufacturing.

Explore solutions