Reporting & BI Agents

Reporting & BI Agents take your questions about business data and turn them into actual reports without needing a data analyst. You can ask something like "How did our sales perform last quarter?" in plain English, and these tools will pull the numbers, create charts, and give you a written summary. Marketing teams that used to wait days for custom reports now get answers in minutes. The technology works by connecting directly to your existing data sources like Snowflake, your CRM, or accounting software. These tools use what's called a semantic layer that translates business terms into database language. When you ask about "customer lifetime value," the system knows which tables and calculations to use. It writes the SQL code, runs the query, and packages the results into charts or text summaries that make sense to non-technical users. Traditional BI tools like Tableau require someone to build dashboards ahead of time, and you're stuck with whatever views they created. These newer tools let anyone ask follow-up questions on the spot. Instead of calling IT to modify a report, a sales manager can dig deeper into why certain deals are stalling just by typing more questions. Some companies use these as standalone platforms, while others integrate them into their existing data setup. Sales teams use these tools to track pipeline health and spot deals that might not close. Marketing departments measure campaign performance and find their best customer segments without writing code. Finance teams run budget analysis and cash flow projections through simple conversations with the system. The tools handle everything from automated reporting software tasks to sending business intelligence alerts when metrics hit certain thresholds. This data analytics automation means companies get insights faster, and people who never touched SQL before can now dig into company data whenever they need answers.buyer intent tools, etc., to assist salespeople in timely outreach. Marketing and sales executives use this type of software to define and implement sales strategies based on this data combined with external data in their CRM software, such as lists of prospects, B2B contact databases, etc. These solutions help salespeople increase productivity, establish meaningful connections, and enrich prospect or customer data, among other key benefits.