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Agents

AI agents that find your data and answer your questions

Your team asks. Agents find the data, connect to it, run the queries and deliver the answer where you work.

Runs on AgenticBI's own AI by default
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“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.
AgenticBI in #sales · Monday

Pipeline by stage, this quarter

Prospecting
Discovery
Proposal
Negotiation

Source: Salesforce Opportunities · Example output

You ask · agents do the steps · the answer arrives every Monday

By team

What the agents do for each team

Pick a team to see the question and the steps the agents take.

Sales and Revenue Ops

“Show me pipeline by stage this quarter and send it to Slack every Monday.”

SalesforceHubSpotStripeSQL DB

What the agents do

01
Connect Datasource links Salesforce.
02
Query Agent pulls pipeline data.
03
Create Dashboard builds the view.
04
Send Report delivers to Slack weekly.

More questions Sales and Revenue Ops teams ask

Which deals have been stuck in the same stage for more than 30 days?
What's our win rate by rep this quarter?
Compare closed-won in Salesforce with what Stripe actually collected, by month.
Which lead sources turn into the most revenue?
Alert me when a deal over $50K moves to Closed Lost.
Send each rep their pipeline every Monday morning.

Marketing

“Compare email campaign performance across Klaviyo and Shopify revenue.”

KlaviyoGoogle AnalyticsShopifyREST APIs

What the agents do

01
Connect Datasource links Klaviyo + Shopify.
02
Query Agent joins campaign data with revenue.
03
Create Widget builds the comparison chart.
04
Get Recommendations surfaces top performers.

More questions Marketing teams ask

Which channel brought in the most paying customers last quarter?
What did we spend on Google Ads and Facebook Ads this month, and what came back in revenue?
Which landing pages convert best from organic search?
Which email campaigns drove Shopify orders in the week after sending?
Alert me if signups drop 20% week over week.
Send a weekly channel report to #marketing every Friday.

Finance

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

StripeQuickBooksNetSuiteExcel

What the agents do

01
Connect Datasource links Stripe + QuickBooks.
02
Create Dashboard builds the revenue view.
03
Manage Alerts sets the MRR threshold.
04
Send Report delivers the monthly summary.

More questions Finance teams ask

What's our MRR, churned MRR and net new MRR by month?
Compare Stripe revenue with what's booked in QuickBooks.
Show budget vs actual by department from our budget sheet.
Which customers have failed payments or open disputes?
How many months of runway do we have at this month's burn?
Send the month-end revenue summary on the 1st.

Customer Success

“Which accounts dropped usage more than 20% this month?”

Product DBIntercomSalesforceSnowflake

What the agents do

01
Connect Datasource links product DB + Salesforce.
02
Data Analyst calculates usage trends.
03
Get Recommendations flags at-risk accounts.
04
Manage Alerts triggers weekly churn warnings.

More questions Customer Success teams ask

Which accounts opened the most Zendesk tickets this month?
Which customers haven't logged in for 30 days?
Which accounts opened the most Intercom conversations this month?
Which accounts renew in the next 60 days and have falling usage?
Alert me when a top account's usage drops.
Summarize what changed on the customer health dashboard this week.

Engineering and Ops

“Show deployment frequency vs incident rate over the last 90 days.”

JiraPagerDutyClickHouseElasticsearch

What the agents do

01
Connect Datasource links Jira + PagerDuty.
02
Query Agent joins deploy and incident data.
03
Create Dashboard builds DORA metrics.
04
Dashboard Summary generates the weekly narrative.

More questions Engineering and Ops teams ask

How many Jira tickets did each team close per sprint this quarter?
How many PagerDuty incidents did each service have last month?
Show daily active users from our ClickHouse events table for the last 30 days.
Alert me when API latency in CloudWatch crosses our threshold.
Compare deploys with incidents for the last 90 days.
Post a weekly engineering summary to Slack.

Executive

“Send me a weekly KPI summary to Slack every Monday at 8am.”

All sourcesPDFsSpreadsheetsDocs

What the agents do

01
Connect Datasource pulls from every connected source.
02
Data Analyst compiles cross-department KPIs.
03
Dashboard Summary writes the narrative.
04
Send Report delivers to Slack on schedule.

More questions Executive teams ask

Show revenue, new customers and churn for last month in one view.
What changed most this week across sales, marketing and finance?
Why did revenue dip last month?
When does our biggest customer contract renew?
Build a dashboard with our top KPIs for the board.
Send me a KPI summary every Monday at 8am.

The agents

Every agent and what it does

Agents work together. You don't pick one; you ask, and the right agents take the steps. They check your trusted dashboards before building new ones, follow your company-wide instructions and glossary, and cite the sources behind every answer.

Ask and analyze

NLPConverts natural language to SQL queries and runs them
Data AnalystLong-form Q&A on datasets and documents
Widget Data AnalystAnalyzes and transforms widget data
RecommendationGenerates insights and recommendations
Search AssetsSearches dashboards, widgets, datasets, reports and documents

Build

Create DatasetBuilds datasets by searching datasources and generating queries
Create WidgetCreates widgets with the right chart type
Create DashboardGenerates complete dashboards from natural language
Update Widget SettingsChanges chart types, colors, labels and formatting
Dashboard FilterCreates and configures dashboard-level filters
Dashboard SummaryWrites narrative summaries across all widgets

Deliver and monitor

Report DeliveryDelivers dashboards by email or webhook
Report ManagementCreates, edits, pauses and deletes scheduled reports
Alert ManagementCreates, edits, pauses and deletes data alerts
Share DashboardGenerates shareable links for dashboards
Data ExportExports widget or dashboard data to CSV or Excel

Read the agent docs

Where you use them

Ask from wherever you work

On any dashboard

Open the AI Assistant on a dashboard and work with the whole dashboard in plain language.

On any widget

Ask about one chart, transform the data, change the visual or export it.

In Slack

Type /agenticbi in any channel or DM to query data, set alerts, schedule reports or ask your documents.

Slack setup

From Claude or ChatGPT

Connect the AgenticBI MCP server and ask from your AI client.

MCP setup

FAQ

Common questions.

What can AgenticBI agents do?

They find the right data source, write and run the query, join results across sources, build widgets and dashboards, set alerts, and deliver reports by email, webhook or Slack.

Do I need to write SQL to use the agents?

No. The NLP agent turns your question into SQL and runs it. You see the result.

Which AI model do the agents use?

AgenticBI's own AI by default. You can add your own OpenAI, Gemini or Anthropic key, or run models in your own Azure OpenAI or Amazon Bedrock account.

Can I use the agents from Claude or ChatGPT?

Yes. Connect the AgenticBI MCP server and ask from your AI client.

Can I share dashboards or change reports from the chat?

Yes. Ask to share a dashboard, report or alert with View or Edit access, and confirm. You can also change schedules or recipients across many reports in one request.

Do the agents work across more than one data source?

Yes. Name the sources in your question, like Stripe and QuickBooks, and the agents join the results.

Your data has the answer. Agents find it.

Type what you want to know. Agents query your sources and send the answer back.

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