CONVERSATIONAL ANALYTICS
Your Data.
Instantly Answered.
Most organizations have valuable data locked inside databases and warehouses. Accessing it typically requires dashboards, SQL queries, or waiting on analysts.
Our AI Data Assistant allows authorized users to ask plain-English questions and receive structured answers directly from your live data.
•
•
•
AI Data Assistant
> What were gross margins last quarter by product line?
Querying revenue.transactions + cogs.summary…
Product A: 61.2% Product B: 44.7% Product C: 58.9%
> Which reps have the longest avg sales cycle?
J. Martinez: 34d T. Chen: 29d R. Smith: 27d
↳ Chart and export ready. 3 rows returned.
No SQL + No report backlog + No technical barrier.
What It Does
The AI Data Assistant connects directly to your database and enables users to ask questions such as:
- What were gross margins last quarter by product line?
- Which customers have declined in revenue over the past 90 days?
- What is our average sales cycle by rep?
- Show churn rate trend over the last 12 months.
- What’s our cash flow forecast based on current pipeline?
The system translates natural language into structured database queries and returns:
- Clear written answers
- Tables
- Charts
- Exportable results
All generated from your own data environment.
How It Works
Secure Data Connection
We connect to your SQL database or cloud warehouse (Postgres, MySQL, BigQuery, Snowflake, etc.) using read-only, least-privilege credentials.
Schema Mapping & Business Logic Configuration
We configure the assistant to understand:
- Revenue definitions
- KPI formulas
- Customer lifecycle logic
- Data relationships across tables
- Internal terminology
This configuration step is critical. Without proper context, AI systems produce misleading outputs. We ensure alignment with your actual business logic.
Access Controls & Guardrails
Users only see what they are authorized to see.
We implement:
- Role-based permissions
- Table-level and field-level restrictions
- Optional masking for sensitive data
- Query logging and monitoring
Deployment Options
Clients can access the AI Data Assistant in multiple ways:
Option A
Secure Portal Access
Users log into our secure portal and access their dedicated assistant instance.
Option B
We embed the assistant directly into:
- Your internal operations portal
- Your company intranet
- A Notion workspace
- A SharePoint site
- A custom admin dashboard
Option C
Embedded in Your Product
If you operate a SaaS platform, we can embed the assistant into your application so your end users can query their own data.
Option D
Executive Access Interface
We can configure a simplified executive-only interface with predefined guardrails and KPI prompts.
Deployment depends on your infrastructure and security requirements.
Ongoing Optimization
We continuously refine:
- Schema understanding
- Prompt structure
- Guardrails
- Usage monitoring
- Performance tuning
The system improves over time as we learn how your organization interacts with it.
Who This Is For
This solution is appropriate for organizations that:
- Want leadership to access metrics without relying on analysts
- Have growing data complexity but limited BI resources
- Need faster operational answers
- Want to reduce dashboard sprawl
- Want to enhance an existing BI stack
- Operate a SaaS product and want conversational analytics
- Manage multiple business units and need unified access
- Want department-specific data assistants
- Are building a data-driven culture but lack technical depth
- Need structured answers without manual reporting cycles
It is suitable for small teams, mid-sized organizations, and enterprise environments with proper governance.
What This Is Not
- It is not a replacement for disciplined financial controls.
- It is not a substitute for sound data modeling.
- It is not a shortcut around poor data hygiene.
If your data is inconsistent, duplicated, or poorly structured, results will reflect that. We can help you fix that as a custom project, before AI conversational analytics though! We’ve been doing data cleanup for 10 years, see here for more information https://boxplot.com/analytics/
Optional Custom Data Services
We have over a decade of experience delivering:
- Data warehouse architecture
- Data pipeline engineering
- KPI definition and governance
- Advanced analytics and modeling
- Data science and forecasting
- Executive dashboards
- Business intelligence system implementation
- Cross-system integrations
- Data normalization and cleanup projects
If your data environment requires restructuring, re-modeling, or validation before deploying conversational analytics, we can execute that work.
This is not a plug-in tool layered onto chaos. We can build the data foundation properly.
Security & Governance
We implement:
- Read-only database access
- Encrypted connections
- Role-based permissions
- Audit logging
- Controlled query limits
- Optional row-level filtering
You retain full ownership and control of your data at all times.
Pricing Structure
Initial Implementation Fee Includes:
- Secure connection setup
- Schema mapping
- KPI configuration
- Guardrails and permissions
- Testing and validation
- Deployment
Ongoing Monthly Subscription Includes:
- Infrastructure
- Platform maintenance
- Monitoring
- Optimization
- Support
- Configuration updates as your data evolves
Pricing varies based on data complexity, number of users, security requirements, and query volume.
Live Demo
This demo uses a sample dataset to illustrate how users can:
- Ask natural language questions
- Generate structured responses
- Produce charts and tables
- Export results
For a customized walkthrough using your own data structure, schedule a working session.
Call to Action
Make Your Data Directly Accessible
If your organization has valuable data but limited direct access to it, we can implement a secure conversational analytics layer tailored to your environment.
We will evaluate feasibility, data readiness, and security requirements before recommending deployment.