The agent
Ask in plain words: a fact, a trend, a comparison, "why". The agent resolves the question through your dictionary of metrics, runs the query under your access rights and returns an artifact: the number, the table, the chart, the conclusion, the source. If the data is not there, it says so.
- Answers from a governed dictionary, not free SQL
- Every number with source and calculation
- Honest refusal when the data is missing
Artifacts
Every answer is an object. Save it, pin it to your cockpit as a live block, share it, compare it with last month's version, or put it on a schedule: the weekly run-rate every Monday, the quarterly pack on the first business day, on your template.
- Save, pin, share, compare revisions
- Rebuild on schedule
- A pinned answer is how a widget appears
Automations and alerts
Any question can become a rule: a condition, a trigger — a schedule, a data update, a file uploaded, another alert — and an action: raise an alert, mail a digest, hand a task to the agent, create a draft in a system. Alerts carry the money at stake and three buttons.
- Promo without approval → reminder → escalation
- Contract threshold near → alert with two scenarios
- End of quarter → accruals to the ERP, with confirmation
Built-in apps
When the job needs a screen: analytics apps — customer analytics, promo analytics, the monthly demand review — and process apps — a meeting pack, closing a listing gap, preparing a promo, mapping a new product's codes, a contract-threshold scenario.
- Analytics and process apps on the same data
- Built by us, your team or the agent on request
- A manifest says who made it and what it touches