Agents Handle the Rest.
Agents connect to the tools your team already uses, query the data, build the dashboards, and deliver the results.
Sales & Revenue Ops
Connect Datasource links Salesforce.
Query Agent pulls pipeline data.
Create Dashboard builds the view.
Send Report delivers to Slack weekly.
Marketing
Connect Datasource links Klaviyo + Shopify.
Query Agent joins campaign data with revenue.
Create Widget builds the comparison chart.
Get Recommendations surfaces top performers.
Finance
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
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
Connect Datasource links Jira + PagerDuty.
Query Agent joins deploy and incident data.
Create Dashboard builds DORA metrics.
Dashboard Summary generates the weekly narrative.
Executive
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.