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Data Analysis Agent
Ask in a sentence.Get the chart.
Revenue by segment, open tickets by team, leads to closed deals by source. Ask the question in plain English and get the answer as a chart, with the numbers behind it.
The problem
The answer is in there.Getting it out takes a week.
Reporting is a request queue
The question is simple. Getting it answered means asking someone who is busy, then waiting, then clarifying what you meant.
The data is in four systems
CRM here, billing there, tickets somewhere else. Any question that crosses two of them becomes a manual export.
So the decision gets made on instinct
Not because instinct is better, but because the answer did not arrive in time to be useful.
How it works
01
You ask
In plain English, the way you would ask a colleague.
02
It reads your data
Across the systems you connected, joined on the keys you defined.
03
It answers with a chart
The right chart for the question, not always a bar chart.
04
It shows the working
The rows behind the number, so you can check it before you act on it.
What you get
The whole job done,not a demo of it.
Plain English in, chart out
No query language, no dashboard builder. If you can say what you want to know, you can ask it.
Reads across your systems
CRM, billing, support, and the conversations the other agents logged, joined so a cross-system question is just a question.
Every number is traceable
Open the rows behind any figure. Nothing is a black box, and anything you cannot verify you should not present.
Says when it cannot answer
Missing data, an ambiguous question, or a join you never defined get a clear refusal rather than a confident wrong number.
Scheduled answers
Any question can become a recurring one, delivered to your inbox or a channel on whatever morning you want it.
Reads the same permissions you do
It respects the access rules already on your systems. Nobody sees a number through it that they could not see directly.
In action
A question, and the chart.
Pick a question or type your own. The working is one click away.
Live
- Ridgeline Co · Growth$4001d in stage
- Harbor Labs · Starter$1202d in stage
- Northgate Ltd · Growth$4004d in stage
- Pinecrest Group · Starter$1206d in stage
- Alvarado & Co · Enterprise$1.9K3d in stage
- Leclair Partners · Growth$5002d in stage
- Okonkwo Health · Enterprise$2.4K9d in stage
- Brennan Freight · Growth$45014d in stage
- Vogel Studio · Growth$40021d in stage
Projected ACV · pipeline
$184,500
Projected · next 12 months
- Open applications9
- Avg days to close18
- Meetings that close2 in 5
Sample workspace data
Sample workspace · Names and figures are illustrative
Specifics
Where it runs.
On the systems you already keep your data in. Nothing to migrate.
- Input
- Plain English, typed or spoken
- Sources
- Your CRM, billing, support, and agent logs
- Output
- Chart, table, and the rows behind it
- Scheduling
- Any question, on a recurring schedule
- Permissions
- Inherited from your source systems
- Refusals
- Explicit when data is missing or ambiguous
How do I know the number is right?
Every figure opens to the rows behind it. If the working does not look right, the number is not right, and you can see that before anyone acts on it.
Does our data go into a model for training?
No. Your data is used to answer your questions and nothing else.
What if it does not have the data?
It says so. It will not estimate, extrapolate, or fill a gap with something plausible.
Can everyone see everything?
No. It reads the permissions already set on your source systems, so access does not widen just because the question was asked here.