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.

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 Map & Business Logic

We configure the assistant to understand Revenue definitions, KPI formulas, customer lifecycle logic, data relationships across tables, and 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

We implement role based permissions, table-level and field-level restrictions, optional masking for sensitive data, query logging, and monitoring.

Users only see what they are authorized to see.

Deployment Options

Clients can access the AI Data Assistant in multiple ways:

Option A

Users log into our secure portal and access their dedicated assistant instance.

Option B

We embed the assistant directly into your internal operations portal, company intranet, Notion workspace, SharePoint site, or custom admin dashboard.

Option C

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

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 metrics without relying on analysts
  • Have complex data & limited BI resources
  • Need faster operational answers
  • Want to reduce dashboard sprawl
  • Want to enhance an existing BI stack
  • Operate a SaaS product
  • Manage business units and need unified access
  • Want department-specific data assistants
  • Are data-driven but lack technical depth
  • Need 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/

Make Your Data Directly Accessible

Book Your Strategy Call

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.