DS-01
CRM
- Salesforce
- HubSpot
- Dynamics
Agentic Business Intelligence connects to every data source, understands your business context, and delivers answers with full citations. Not a dashboard — a conversation.
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?
| Category | Q3 Aging | Q4 Aging | Delta | Trend |
|---|---|---|---|---|
| Raw Materials | $2.4M | $1.8M | -25% | |
| Logistics | $890K | $1.1M | +24% | |
| Professional | $340K | $290K | -15% | |
| Technology | $1.2M | $1.4M | +17% |
Queries span databases, documents, CRM, ERP, and communication tools simultaneously. Get unified answers without manual data wrangling.
Data source adapters
Field normalization
Semantic layer
Cross-system execution
Source attribution
Enterprise-grade governance built into every query. Role-based access, audit trails, data masking, and retention policies, enforced automatically.
User asks a question
Validate against rules
Enforce RBAC
Run with sources
Immutable record
Each query inherits the user’s data permissions. Finance data stays with finance. Sales sees only their pipeline.
Every question, every source accessed, every row returned. Tamper-proof logs for compliance and review.
PII auto-redacted based on user clearance level. Sensitive fields masked in query results automatically.
Configurable per source, department, or compliance requirement. Data lifecycle governed end-to-end.
Schedule daily, weekly, or monthly reports that run automatically and deliver insights to stakeholders.
Trend detection, anomaly flagging, and forecasting. Ask forward-looking questions and get data-backed projections.
Auto-generated charts, tables, and dashboards from query results. No manual configuration required.
Export to PDF, Excel, or push results to Slack, email, and data warehouses with one command.
Set conditions on any metric. Get notified when KPIs cross thresholds or anomalies appear in your data.
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.
The semantic layer eliminates dashboard maintenance. Define your business logic once: every query, every team, every report uses the same definitions automatically.
From finance to executive leadership, each department speaks a different language. Powered by the Context Engine, the BI agent understands them all.
Agentic BI runs on the assistents platform alongside every other agent. Shared context, shared governance, shared infrastructure.
12+ data source types including databases, APIs, SaaS platforms, and file stores
NL → SQL translation with multi-source join optimization and caching
Business definitions, KPI formulas, dimension hierarchies, and naming rules
RBAC enforcement, audit logging, data masking, and retention policies
Explore real-world use cases powered by Agentic BI across industries and departments.
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.
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.
Point the BI agent at your databases, CRMs, ERPs, and document stores. Pre-built connectors handle auth and schema discovery.
~ 1 dayDefine metrics, KPIs, dimensions, and business rules. The agent learns your organization’s language.
~ 2–3 daysYour team starts asking questions in natural language. Governed access ensures everyone sees only what they should.
~ 1 weekAgentic 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.
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.
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.
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.
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.
See Agentic BI answer real questions from your data. 48-hour ROI analysis included.
SOC 2, HIPAA, GDPR compliance. Full audit trails on every query. Role-based access enforced automatically.
See our securityAgentic BI powers real-time analytics for retail, financial services, and manufacturing.
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