A05

Analytics & BI Agent

High Priority

Natural-language analyst

DashboardLegal/PrivacyRead onlyQueueWholesale RepHuman approvalConversation / CopilotRetail AssociateRecommendRecommendation EngineCX LeadRecommendApprovalsRetail AssociateRead onlyAudit TrailOps LeadRecommend

KPIs & Targets

Decision latency
Weekly · CEO
15.4/ 9.6
x

Source: Helpdesk

anomaly precision
Daily · Ecom Lead
99.8/ 57.3
x

Source: Klaviyo

dashboard reduction
Daily · Sales Lead
35.3/ 31.7
x

Source: CRM

user adoption
Weekly · Sales Lead
30.2/ 39.4
x

Source: CRM

Charts

Monthly revenue
Month-over-month swing
Revenue by channel

Agent Details

Primary Tasks

Executive Q&A, anomaly detection, weekly business review, root-cause drilldown

Primary Inputs

BigQuery/Snowflake, dbt metrics, Shopify, helpdesk, CRM, ERP, marketing, POS

Primary Outputs

Answer with chart, SQL trace, anomaly alert, WBR narrative, action ticket

Success Metrics

Decision latency, anomaly precision, dashboard reduction, user adoption