AI Chat

Question to answer to action

Ask in plain English. AI uses your context, documents, and data to return clear answers with next steps.

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Q3 Commercial Performance
Recurring Revenue
$2.4M
12% vs last quarter
Net Retention
114%
2% YoY
Avg Deal Size
$28.5k
4% vs target
Pipeline Coverage
3.2x
On track
Revenue Mix by Segment
Regional Split
Cohort Performance (Net Revenue)
CohortMonth 1Month 2Month 3Month 4Total
July 2024$42,000$45,100$48,200$52,400$187,700
Aug 2024$38,500$39,200$41,000$41,800$160,500
Sep 2024$51,200$53,800$61,000-$166,000
Total$131,700$138,100$150,200$94,200$514,200
Analyst Copilot

Summary of Q3 Results

Revenue growth is driven primarily by the Enterprise segment, which expanded 18% QoQ.

Insight: The “September Cohort” shows the fastest activation rate (22% MoM growth), likely due to the new onboarding flow.

Key Drivers

  • Expansion Revenue: Accounted for 40% of total growth.
  • Regional Lag: APAC is trailing (-2%) due to longer sales cycles.

> Executed SQL on `sales_db` (14ms)

Context-aware responses

AI reads your documents, data, and goals. Answers are grounded in your sources.

AI chat interface with structured answers
01

Clarifying questions

Start rough. AI asks follow-ups to frame the real problem.

02

Draft outputs

Turn conversations into briefs, plans, emails, or summaries.

03

Thread memory

AI remembers context. No need to repeat yourself.

How it works

Clarify, analyze, decide—in one thread.

Clarify

AI helps frame the question and objective.

Filters
SegmentEnterprise
RegionAll
DateLast 90 days

Analyze

Structured reasoning and options, not just replies.

Revenue by region last quarter?
Revenue by RegionQ3
AMER
EMEA
APAC
LATAM

Decide

Summaries and next steps you can act on.

Enterprise accounts grew 34% QoQ while SMB declined. Top 2 segments shown below.
SegmentRevenueΔ QoQ
Enterprise$2.4M↑ 34%
SMB$890K↓ 12%

Context carries forward

Each follow-up builds on the last. Change formats or go deeper without restarting.

See It In Action
Product Launch Metrics
Q4 2024
User Growth
Monthly active users & sessions
Launch Target
Q4 adoption goal
AI Insights
What's driving the user growth spike in May?

The +34% spike in May correlates with your Product Hunt launch on May 12th.

Sessions grew 2.1x faster than users, indicating high engagement.

Ask about this data...

SQL and Python when needed

AI runs queries behind the scenes and responds with evidence and takeaways.

See It In Action
what were the best performing products

Best-performing products ranked by net revenue:

Quick insight: Business leads revenue at $40.3k, while Starter is unprofitable despite high volume — consider pricing review.

Chat capabilities

Context aware

Goals, constraints, and audience tracked in the thread.

Document aware

Attach briefs, notes, or reports. AI uses your sources.

Data aware

Link datasets. Get grounded analysis in responses.

Actionable outputs

Plans, summaries, and next steps ready to share.

Fast iteration

Test assumptions and explore options in minutes.

Shareable threads

Share conversations to align your team.

Turn chat into deliverables

Convert answers into briefs, updates, or documentation.

See It In Action
Weekly Analytics
Last 7 days
Revenue
$48.2K
+12.5%
Users
2,847
+8.2%
Sessions
12.4K
+15.3%
Conversion
3.24%
+0.4%
Traffic Overview
Quarterly Sales
Theme
Example prompts

What you can ask

"Summarize this week's performance for leadership."

Highlights, risks, and next steps in one update.

"Compare three options and recommend one."

Side-by-side tradeoffs with a clear recommendation.

"What are customers complaining about most?"

Clustered themes with suggested fixes.

"How should we price this feature?"

Pricing logic, assumptions, and testing ideas.

"Create a 30-day rollout plan."

Milestones, owners, risks, and checkpoints.

"Draft a customer update about the new release."

Clear copy ready to send.

Attach documents or data

Add docs, paste notes, or connect a dataset. AI uses your context to answer.

View Supported Sources

Revenue by Segment

Monthly breakdown · YTD 2024

Live
SELECT
  DATE_TRUNC('month', created_at),
  segment,
  SUM(revenue) AS total
FROM sales_transactions
GROUP BY 1, 2
ORDER BY 1;

Frequently asked questions

01

What can I use AI Chat for?

Strategy, analysis, planning, writing, summaries. Designed for question-to-decision workflows.

Is it just Q and A?

02

Can it use my data and documents?

Yes. Attach documents or link datasets. AI can run SQL or Python for grounded analysis.

How does it stay accurate?

03

Does the AI remember the conversation?

Yes. Thread context is preserved. Follow-ups build on prior questions.

Can I ask follow-ups?

04

Can I export the results?

Yes. Copy, share, or convert to reports and decks.

Can I share with my team?

05

Is it safe to use with sensitive info?

Access permissioned by user and project. Contact us for enterprise controls.

How is access controlled?

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