AI Analyst: Correct KPIs in Plain Language | AgentixLake
AGENT · AI ANALYST

Ask in plain language.Get the correct KPI.

AI Analyst is our analytics agent. It answers business questions from one governed set of KPI definitions, shows the query behind every number and checks your dashboards against the same definitions. An analyst approves every change.

ANALYST REPLAY · QUESTION → GOVERNED KPI → ANSWER Governed definitions, reviewed changes
ASK ANYWHERE
CHANNELS
# general# sales-leads# finance2
APPS
AI Analyst
TEAMS
Sales LeadsFinance2Operations
APPS
AI Analyst
DASHBOARDS
RevenueGross marginPipeline
ASSISTANT
AI Analyst
# sales-leadsSales Leads › GeneralGross margin · Ask AI Analyst
HSFA
Today
HS
Head of Sales09:41
Why did gross margin drop in March?
AI AnalystAGENT09:41
Using the governed definition
gross_marginv3✓Finance-approved
March 2026 vs. February 2026 · all regions
select region, gross_margin
from metrics.gross_margin
where month in ('2026-02', '2026-03')
Runs with your access rights

Gross margin was 41.8% in March, down 2.3 pts from February. Most of the drop comes from higher freight costs.

DRIVERS · VS. FEBRUARY
Freight costs−1.4 ptsDiscounts−0.6 ptsProduct mix−0.3 pts
View queryOpen dashboard
✓3+122 repliesLast reply 09:44
✓Sales dashboard now uses the governed definition.
Message #sales-leadsReply in Sales LeadsAsk about this dashboard Why did gross margin drop in March?
↑
BI@+
{{ typingDots }}AI Analyst is typing
SEMANTIC LAYER
Governed KPI definitions
gross_marginv3✓
net_revenuev5✓
active_customersv2✓
WAREHOUSE
gold.fct_orders
gold.dim_region
DASHBOARDSChecked against governed KPIs
Finance dashboard
Net revenue
€4.2M
March 2026
Gross margin
41.8%
March 2026
Sales dashboard
Net revenue
€4.2M
March 2026
Gross margin
44.0%41.8%
March 2026Doesn’t match definitionMatches definition
AGENT
Watching every dashboard
Each tile is checked against the governed KPI definitions.
CHECK
Sales dashboard doesn’t match the definition
Its gross margin tile divides by gross revenue. The governed definition uses net revenue.
AGENT
Correction prepared
− sum(revenue_gross)
+ sum(revenue_net)
REVIEW
Dashboard change needs approval
FA
Finance analyst
Reviewing the proposed change
Approve
REVIEW
Change approved
FA
Finance analyst
Approved the change
Approved ✓
RESOLVED
Both dashboards show 41.8%
Every dashboard now uses the governed definition of gross margin.
Watching KPI definitionsAnswering with governed KPIsKPI mismatch foundApproved · updating dashboardDashboards match
01Ask
02Define
03Answer
04Check
05Approve
THE CHALLENGE

Every team has its own version of the numbers.

Sales, finance and operations each calculate the same KPI their own way. Meetings start with whose number is right, and simple questions wait days for the data team.

WHAT WE TYPICALLY SEE
  • Two dashboards, two numbers for the same KPI
  • KPI logic buried in SQL and spreadsheets
  • Simple questions queued for analysts
  • AI chatbots that guess what a KPI means
WHAT WE DELIVER

Define, answer, check with review.

01 · DEFINE

We turn each KPI into one governed definition, agreed with finance and the business owner.

  • One definition per KPI
  • Versioned in Git
  • An owner for every metric
02 · ANSWER

People ask in plain language where they already work. The agent answers from the governed definitions.

  • Number, chart and explanation
  • Query and definition shown
  • Your access rights apply
03 · CHECK WITH REVIEW

It builds dashboards from the same definitions and flags any tile that drifts from them.

  • Dashboards from governed KPIs
  • Mismatches flagged
  • Fixes approved by an analyst
One definition

For each KPI, agreed with finance and versioned in Git.

Traceable

Every answer shows the query and the definition behind it.

Reviewed

An analyst approves every change to a definition or dashboard.

FAQ

Questions we hear

How is this different from a chatbot on our data?+

A generic chatbot writes its own SQL and guesses what a KPI means. AI Analyst only uses the definitions you approved, and shows the query and definition with every answer.

Does it change dashboards on its own?+

No. It proposes each change, and an analyst reviews and approves it.

Which tools does it work with?+

It connects to your warehouse or lakehouse, your BI tool and the channels your teams already use, such as Slack or Microsoft Teams. We confirm your stack during scoping.

Where does the model run?+

On the AI service already in your cloud account: Amazon Bedrock, Snowflake Cortex, Databricks Agent Bricks or Vertex AI. On-premises, we host open-source models on your infrastructure.

Who can see which numbers?+

Each query runs with the asker’s own access rights, so people only see data they are already allowed to see.

Can we add it to a running platform?+

Yes. It can be part of a Production Sprint or added to a platform that’s already live.

Where does it run, and who controls it?+

Everything we build for you is yours: pipelines, data models, infrastructure code and documentation, in your own cloud account and repositories. Our agents and accelerators come with a licence that keeps working even if you stop working with us. If you need full source access, we offer that too.

Stop debating whose number is right.

Tell us which platform and BI tool you run.

Add it to your platform→