AI Data Studio
Explorer, dashboards, insights, and price analysis on the company data. Saved sources export to CSV. A SQL editor covers the question the menus do not.
- Explorer
- Dashboards
- Insights
- SQL
AI
Ask the data the menus already store and send the work to an agent
Data Studio is the explorer, the dashboards, and the insights. Agent Studio designs an assistant with tools, a schedule, and a run trace. Coworkers are the named chats staff open, including from the portal.
- Data Studio
- Agent Studio
- Coworkers
- Playbooks
What you can do
AI Data Studio, Agent Studio, Coworkers, playbooks, and usage on the suite data.
Agent Studio
Build an agent with a workflow, triggers, a test pass, and a run trace. Schedules run it when the office is closed.
- Workflow
- Triggers
- Trace
- Schedule
Coworkers
Named assistants staff can chat with, and send files to. Admin decides which coworker a tenant can see.
- Chat
- Files
- Admin
Playbooks and prompts
Playbooks and the prompt builder keep the instruction with the agent, not in a private note.
- Playbooks
- Prompts
Channels
The same agent can sit behind the portal chat, including WhatsApp where that channel is connected.
- Portal chat
Usage
Token and run usage is visible per tenant, so an agent is a cost you can see.
- Usage
- Cost
Works with
These features use the same orders, people, and stock.
Put an assistant on the tenant you already run
The agent reads suite data and company files. It is not a separate knowledge base to maintain.
Schedule a call