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.// Agentic Business Intelligence

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 QuestionSee the Platform
  • Natural Language
  • Cross-System
  • Governed Access
  • Semantic Layer
  • Predictive
12+
Enterprise data sources
<2s
Average query response
100%
Query audit coverage
.// Natural Language Analytics

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.

>"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
Natural language analytics interface with multi-source queries and visualizations
.// Cross-System Intelligence

One query. Every data source. Unified answers.

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

CRM
  • Salesforce
  • HubSpot
  • Dynamics
ERP
  • SAP
  • Oracle
  • NetSuite
Documents
  • SharePoint
  • Google Drive
  • Confluence
Communications
  • Slack
  • Teams
  • Gmail
Connect
Data source adapters
Schema Map
Field normalization
Enrich
Semantic layer
Query
Cross-system execution
Cite
Source attribution
Connect > Schema Map > Enrich > Query > Cite
Unified query results across all enterprise data sources
.// Enterprise Governance

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 Received
User asks a question
Policy Check
Validate against rules
Permission Scope
Enforce RBAC
Execute & Cite
Run with sources
Audit 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 IIGDPRHIPAAISO 27001RBAC
.// Capabilities

From automated reports to predictive intelligence.

Automated Reporting

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

SCHED

Predictive Analytics

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

AI

Visualization Engine

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

AUTO

Export & Sharing

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

INTEG

Alerts & Thresholds

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

LIVE
.// Semantic Understanding

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.

.// Department Intelligence

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
Finance"What is our AP aging by vendor category?"Table + trend chart4hr → 30sec report time
Sales"Which deals are at risk of slipping?"Risk matrix + pipeline15% better forecast
Operations"Where are our bottlenecks in Q4?"Bottleneck heatmap23% cycle reduction
Marketing"What is our true CAC by channel?"Attribution breakdown40% budget reallocation
HR"Show me attrition risk by department"Trend + risk scoresEarly warning 60 days out
Executive"How did we perform vs. plan this QTR?"Exec scorecardBoard-ready in 2 minutes
.// Architecture

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.

See Platform ArchitectureAgent Governance
Connectors
12+ data source types including databases, APIs, SaaS platforms, and file stores
Query Engine
NL → SQL translation with multi-source join optimization and caching
Semantic Layer
Business definitions, KPI formulas, dimension hierarchies, and naming rules
Governance
RBAC enforcement, audit logging, data masking, and retention policies
Agentic BI platform architecture diagram
.// Use Cases

See Agentic BI in action.

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

View all Agentic BI use cases

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

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
.// Get Started

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
.// FAQ

Frequently Asked Questions

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.

.// Next Steps

Book a Data Architecture Review

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

Book Architecture ReviewExplore Platform

Enterprise-grade from day one

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

See our security