AI Analyst:
KPIs in seconds, directly via chat

Do you urgently need insights into customer evaluations, KPIs or trends? With the AI Analyst You no longer need professional analytics or BI skills. Instead, generate analyses directly with simple prompts and without complex SQL queries, for example in Microsoft Teams.

Customers who trust our AI expertise

81%
Higher efficiency
when researching
100%
Self-service without BI knowledge
<20sec
From question to result
No BI skills? No problem!

Find important KPIs, trends and design your own analyses with just one prompt.

The problem: BI insights aren't available to everyone

Many everyday questions fail because not everyone has the ability to model data or create dashboards on their own. The ability to quickly derive a decisive statement from data is often not available. Complex reports rarely help here. Ad hoc data questions then often end up as tickets in backlogs.

Result: Decision-making processes falter, low data literacy slows down processes and projects.

The solution: Ask questions instead of searching

The AI Analyst answers ad-hoc questions directly in chat, as a number or list, with document, shareable and exportable. The use of natural language lowers barriers to entry and leads to genuine self-service.

Result: Teams access insights directly through intuitive queries in their own language, reduce ticket volumes and increase the speed of their decisions. Data becomes a direct impulse for action instead of a bottleneck. The AI Analyst is therefore an excellent building block for further expanding the data culture in the company at a low threshold.

Packages for the AI Analyst

From a quick start with standard KPIs, to advanced integrations and custom analytics, to complex, real-time insights: Your AI Analyst grows with your requirements. Depending on the desired range of functions and available budget, we deliver exactly the right Conversational BI solution.

Takeoff

Static chatbot with standard KPIs from existing data
DATA SOURCES
Manual uploads of Excel, CSV, or similar data with fixed KPIs
PROCESSING
Defined reports & standard evaluations with minor adjustments
OUTPUT
Basic analytics chatbot for simple KPI queries from existing data
perpetuity
approx. 3 weeks
Inquire now

Grow

Dynamic chatbot with live connection & calculations
DATA SOURCES
API integration with BI tools, automatic imports from ERP/CRM systems
PROCESSING
Individual calculations, trend analyses and user-defined KPI dashboards
OUTPUT
Analytics chatbot with custom reports, data export and auto updates
perpetuity
approx. 3 to 4 months
Inquire now

Scale

Fully integrated conversational BI chatbot with real-time analytics
DATA SOURCES
Direct connection to DWH and live data sources for real-time analyses
PROCESSING
Complex, comprehensive analyses with predictive analytics and machine learning
OUTPUT
Conversational BI platform with real-time insights and predictive evaluations
perpetuity
upon request
Inquire now

This is how the AI Analyst works:
What used to be a dashboard is now a prompt.

Prompt data retrieval

Whether it's a KPI or a specific list, the AI Analyst understands your intent and common inquiries in natural language:

  • “Current average monthly turnover.”
  • “Top 5 customer sales YTD as a table.”
  • “New customer growth in the current quarter.”
No SQL knowledge required, no prior BI work.

Get direct answers

You get a clear KPI, spreadsheet, or structured list. Each output comes with a source link and direct export option.

On request, the AI Analyst can also create and deliver compact charts or visualizations.

Follow-up questions and next steps

Follow-up questions clarify your results without having to use a new ticket or other resources.

  • “Compare the last three months of sales.”
  • “Only locations in Bavaria, please.”
  • “Sorted in descending order by project volume.”
In this way, self-service is becoming commonplace and promotes decision-making by all employees.
“The AI Analyst creates real data expertise. Our data team is noticeably relieved and data-based decisions become a natural part of daily work.”Data-based decisions are becoming a natural part of everyday work."
Junge Frau mit langen braunen Haaren, die einen weißen Blazer und weiße Bluse trägt, lächelt vor grauem und beigem Hintergrund.

Vanessa Kremer

Lead Data & Analytics Chapter

Everything you need to know about setting up an AI Analyst at AGK:
What is Conversational BI?

Key figures and insights simply via chat query

With AI Analyst, you get answers when you need them and not just in the next report. Simply ask your question in natural language and get a verified key figure or list in seconds, complete with source, link and context. This allows you to remain independent of BI and IT resources, make decisions faster and use your data effectively.

A point of entry for every data query

The AI Analyst connects you directly to all relevant data sources and takes you to exactly the information you need via link or export. Without detours and long searches across different systems or tools.

Substantial results with context

Each answer provides more than just a number. It provides a reliable basis and context so that you can continue analyses, test hypotheses and prepare project steps in a targeted manner. In this way, a single question becomes a precise impulse for the overall progress of the project.

Deepen analyses in real time

With follow-up questions, you can refine results directly in the same chat. This saves coordination loops, speeds up comparisons of scenarios and ensures decisions that are immediately compatible with the project.

AI Analyst FAQ

How does the AI Analyst work?

The AI Analyst understands questions in natural language, automatically recognizes the key figures or data sets you are looking for and searches the connected data sources. You'll get a verified answer in seconds. Including source, link and complete data base.

Do I need special knowledge to use the AI Analyst?

No You don't need to be able to write SQL or build a dashboard. Just ask your business question. The AI Analyst does the rest and provides you with directly usable insights.

Which data sources can the AI Analyst connect?

It can use both cloud and on-premise systems. From data warehouses such as Snowflake or BigQuery to BI tools such as Power BI and Tableau to ERP, CRM or your own databases. The connection is made via secure interfaces.

Do I need specific tools or systems to integrate the AI Analyst?

There are few prerequisites for now; an existing data warehouse as a repository would be advantageous. In principle, the AI Analyst can be quickly and easily integrated into existing work environments. For example, directly in Microsoft Teams, where you use it like a chat. Integration with Slack, existing BI tools or web apps is also possible. That way, you'll get answers right where your team is working anyway. Without tool changes or complex implementation.

How does the AI Analyst ensure that our data remains confidential?

Data security is a top priority. The AI Analyst works within your existing security and authorization structures and only accesses the sources for which your users are authorized. All queries and results are transmitted in encrypted form, accesses are logged and sensitive information is protected by authorization concepts such as Row Level Security.

Lupe, die auf eine Suchleiste mit dem Text ‚Verkaufszahlen Q4 im Segment Ersatzteile‘ zeigt, umgeben von einem komplexen Schaltkreis-Design.

Event: AI Networking for Leaders (Stuttgart)

Headquarters Cologne

taod Consulting GmbH
Oskar-Jaeger-Strasse 173, K4
50825 Cologne
Hamburg location

taod Consulting GmbH
Alter Wall 32
20457 Hamburg
Stuttgart location

taod Consulting GmbH
Schelmenwasenstrasse 32
70567 Stuttgart