Private AI: Your Data Stays Yours

Just Ask.
Agents Handle the Rest.

Your team asks. Agents handle everything: finding the data, connecting to it, running the queries and delivering the answer where you work.

Sales & Revenue Ops

SalesforceHubSpotStripeSQL DB
"Show me pipeline by stage this quarter and send it to Slack every Monday."

Connect Datasource links Salesforce.

Query Agent pulls pipeline data.

Create Dashboard builds the view.

Send Report delivers to Slack weekly.

Marketing

KlaviyoGoogle AnalyticsShopifyREST APIs
"Compare email campaign performance across Klaviyo and Shopify revenue."

Connect Datasource links Klaviyo + Shopify.

Query Agent joins campaign data with revenue.

Create Widget builds the comparison chart.

Get Recommendations surfaces top performers.

Finance

StripeQuickBooksNetSuiteExcel
"Build a monthly revenue dashboard from Stripe + QuickBooks. Alert me if MRR drops 10%."

Connect Datasource links Stripe + QuickBooks.

Create Dashboard builds the revenue view.

Manage Alerts sets the MRR threshold.

Send Report delivers the monthly summary.

Customer Success

Product DBIntercomSalesforceSnowflake
"Which accounts dropped usage more than 20% this month?"

Connect Datasource links product DB + Salesforce.

Data Analyst calculates usage trends.

Get Recommendations flags at-risk accounts.

Manage Alerts triggers weekly churn warnings.

Engineering & Ops

JiraPagerDutyClickHouseElasticsearch
"Show deployment frequency vs incident rate over the last 90 days."

Connect Datasource links Jira + PagerDuty.

Query Agent joins deploy and incident data.

Create Dashboard builds DORA metrics.

Dashboard Summary generates the weekly narrative.

Executive

All sourcesPDFsSpreadsheetsDocs
"Send me a weekly KPI summary to Slack every Monday at 8am."

Connect Datasource pulls from every connected source.

Data Analyst compiles cross-department KPIs.

Dashboard Summary writes the narrative.

Send Report delivers to Slack on schedule.

FAQ
Common questions.
  • What is AgenticBI?

  • Do I need a data team to use AgenticBI?

  • What data sources does AgenticBI connect to?

  • Is my data sent to OpenAI or other third-party LLMs?

  • What is AgenticBI?

  • Do I need a data team to use AgenticBI?

  • What data sources does AgenticBI connect to?

  • Is my data sent to OpenAI or other third-party LLMs?

Your data has the answer. Agents find it.

Ask in plain language. Agents query all your data sources and deliver answers.

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