A strategic analyst
that already knows your org.
Reads across surveys, AI interviews, performance signals, CRM history — and the web when external context is needed. Internal-first retrieval by default; the underlying records are reachable from the conversation when a conclusion warrants scrutiny.
What signals are we seeing about Q3 retention?
AI
Three convergent signals: (1) Q2 engagement pulse dropped 8pts in tenure 1-2 years, (2) recent exit interviews flag the new comp plan as the trigger for two of five departures, (3) regrettable-attrition forecast for Q3 is 14% above run-rate. Cohort focus is Sales and Customer Success.
What evidence backs the comp-plan claim?
AI
Exit-interview transcripts ID 247 and ID 251 — both AE-tenure 18 months, both cite “accelerator structure for net-new vs renewal”. Engagement pulse open-text mentions “comp” 11 times in Sales (vs. 2 in Q1). I can pull the full quotes if you want to review them.
Reads across every signal you have.
Surveys, interviews, performance data, CRM history — one analyst, all the surfaces:
- Pulse / engagement / wellbeing survey responses with cohort segmentation
- AI interview summaries (exit, stay, onboarding, expert capture) with risk flags and themes
- Performance: OKR progress, evaluations, 360° themes, cycle trends
- CRM history: account stage, pipeline movement, support touchpoints
- External documents you upload — board memos, strategy docs, M&A diligence
Grounded in your data. Inspectable behind every conclusion.
If the agent makes a claim, it can point to the data point:
- Survey IDs and question references on quantitative claims
- Interview IDs and transcript pointers on qualitative claims
- Performance cycle and KR IDs on goal-related claims
- CRM record IDs on account-related claims
- Web search tool available when the answer needs external context — competitor data, regulation, market signal. External sources are surfaced alongside the internal records they complement
Built for the executive workflow, not the data-warehouse one.
The analyst goes where the question is asked:
- Ask in natural language; the agent handles retrieval, synthesis, and surfaces the underlying records it relied on
- Permissions scoped to the asker — CEO sees what the CEO sees; a regional VP sees their region
- Saveable as a recurring briefing: “every Monday, summarize last week's signals on retention risk”
- Exportable as a memo — the synthesised answer plus the records it draws on, ready for the board pre-read
- Audit log on every query: who asked, what was retrieved, what was returned
Questions the analyst gets asked.
Same agent, different briefings. The recurring kind that used to need a People-Analytics team.
- Retention Risk Briefing
- Engagement Drift Read
- OKR Health Synthesis
- Churn-Risk Account Roll-Up
- Post-Reorg Pulse
- Comp-Plan Impact Analysis
- Themed Exit-Interview Roll-Up
- Pipeline Forecast Commentary
- Cross-Functional Reviews
- Comp Committee Pre-Read
- M&A Cultural Diligence
- Succession Planning Read-Out
- Compliance Posture Brief
- Wellbeing State of the Org
- Quarterly Board Memo
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For any request, please contact us
Enterprise AI Agent FAQ
What execs, People Analytics, and IT ask first.
Does it pull from the public internet?
Yes — but internal-first. The analyst defaults to your tenant's data (surveys, interviews, performance, CRM, uploaded docs) and treats web retrieval as a supplementary tool when external context is genuinely required (competitor signals, regulation, market data). External sources are surfaced as such, never as anonymous fill-in.
What if the data contradicts itself?
The agent surfaces the contradiction explicitly — “survey says X, exit interviews suggest Y” — and points to both records. It doesn't pick a winner; it gives the human the tension to resolve.
How is sensitive data handled?
Permissions at retrieval — the agent literally cannot read passages the user lacks access to. Anonymous-mode surveys remain anonymous in the answers. EU residency available. Audit log per query.
Can I schedule recurring briefings?
Yes. Save any query as a scheduled briefing — daily, weekly, monthly. The memo lands in your inbox or your portal. Citations included so the recipient can drill in.
Is this different from the chatbot assistants?
Yes. Chatbot assistants are scoped to a single knowledge domain (HR policies, IT helpdesk). The enterprise analyst reads across every domain — surveys, interviews, performance, CRM — to support strategic decisions, not transactional answers.
What model is behind it?
Frontier LLMs from OpenAI, Anthropic, and Google — model choice configurable per tenant. EU traffic routed through EU endpoints (OpenAI EU, Vertex AI europe-west4) when EU residency is enabled. Your documents are not used for training.
Want to scope the questions you'd ask first?
Contact Sales