Conversational Reporting Agent
Definition— A Conversational Reporting Agent is an AI assistant that transforms natural-language questions into real-time charts, KPIs and insights—no SQL, no BI dashboards, just chat.
Also called: AI reporting bot, chat-based analytics, NLQ (natural-language query) agent
How It Works
A Conversational Reporting Agent connects to your data warehouse or cleaned CSVs. Using LLM-powered parsing, it:
- Detects metrics, entities and time frames in plain English
- Generates optimized SQL or API calls on the fly
- Returns answers as tables or embeds automatically rendered visuals (bar, line, pie, heat-map)
- Caches frequent queries and learns preferred visual styles over time
Key Features
- Natural-Language Querying — “Top 5 events by paid attendance” in one message
- Adaptive Visualization — Picks the best chart type automatically
- Live Data Sync — Queries your latest tables or warehouse views in real time
- Predictive Insights — Suggests follow-up questions (e.g., YoY trends)
- Role-Based Access — Obeys row- and column-level security you define
Why It Matters
Why it matters—Teams waste hours exporting CSVs and tweaking pivot tables. A Conversational Reporting Agent closes that gap—non-technical users get instant answers, analysts focus on deeper work, and leadership sees fresh numbers anytime. Expect faster decisions, higher data adoption and lower BI licensing spend.
⚡ See it live: Open the AI Reporting Demo and ask “Top 10 events by paid attendance in 2024”. Halley will query the dataset and stream the chart back in seconds.
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