Data & Intelligence
AI analytics: ask in plain words, get the governed number
Questions shouldn't need a report request
Most questions about the business are simple and specific: how did a location do, which service grew, how many quotes are open. Today each one becomes a request to whoever runs reports, or a guess.
AI analytics answers them directly, from the same metric definitions your reports use. The model only works out what's being asked. The numbers come from the metric layer, and every answer shows what it used.
Today, and with AI analytics
Today
- 01Questions go to whoever builds reports, and wait.
- 02Or someone exports data and works it out themselves.
- 03A general chatbot will answer, with numbers it made up.
- 04Nobody can check how an answer was reached.
Simple questions are slow, and fast answers can't be trusted.
With AI analytics
- 01Ask in plain words, where you already work.
- 02The question becomes a query on your defined metrics, shown to you.
- 03The answer comes with its metrics, filters and freshness.
- 04Ambiguous questions get a clarifying question; unanswerable ones get a plain “can't”.
Fast answers you can check.
Three questions
operations manager
How did Riverside do in September compared with August?
Riverside completed 12 jobs in September, down from 18 in August. Revenue (invoiced) was $38.9k, down from $44.2k.
Sources
- completed_jobs · Riverside · Sep vs Aug
- revenue_invoiced · Riverside · Sep vs Aug
- data as of Oct 1, 06:10
Every figure names the metric it came from, so it matches the report exactly.
owner
Who's our best technician?
Best by which measure? I can compare completed jobs, callbacks within 30 days, or average review score, for any period.
When a question could mean several metrics, it asks instead of picking one.
operations manager
Why are Riverside customers unhappy?
No metric answers “why”. I can show review scores and complaint counts by location, or list recent complaints for someone to read.
It says what it can't answer, and what it can offer instead. It never fills the gap with a guess.
The model reads. The metric layer counts.
What it won't do
Invent a number
Metrics only
Every figure comes from a defined metric. If there isn't one, there's no figure.
Hide how it got there
The query is shown
Metrics, filters, period and freshness appear with every answer.
Answer outside access
Same rules as reports
A technician asking about revenue gets what a technician may see.
Guess at why
Says so instead
Causes need people. It shows what the data has and leaves the reason to them.
The parts it's built from
Map to metrics
- the question
- defined metrics and dimensions
- the asker's access
no matching metric → say so, offer what exists
What changes from one business to the next
A common starting point is a hosted language model with tool calling, your metric definitions in dbt or SQL views on PostgreSQL, and Langfuse for tracing and test questions. These are starting candidates, not requirements.
Is AI analytics the right system?
Good fit
- Your metrics are defined and trusted already.
- People ask simple questions often and wait for answers.
- Someone will review the test questions when metrics change.
Avoid when
- The numbers aren't agreed yet. It would answer quickly from disagreeing data.
- You want it to explain causes on its own.
How we'd approach it
01
Understand
As much as the problem needs
We map how the work runs today: who does what, which systems hold the records, and where it breaks.
02
Design
Decided before it's built
Ownership, rules, integrations and exceptions, agreed with you and written down with acceptance criteria.
03
Build
Connected to what you use
We build the scoped system, connect it to the tools you already run, and test it on the cases that matter.
Questions about AI analytics
Can the model get the numbers wrong?
It can pick the wrong metric, which is why the metric and filters are shown and tested. It can't miscalculate, because it doesn't calculate.
What if our metrics aren't defined yet?
Then that's the first step. Without definitions it would give fluent answers from disagreeing data.
Does our data go to the model provider?
The question and the returned figures do, under the provider's business terms. Raw records stay in your database.
Can it make charts?
Yes, from the same query, when a chart answers better than a sentence.
Let people ask the data in plain words
Tell us which questions people wait on an analyst for today. We'll show you which ones an assistant could answer, and how it shows its working.