Data Analyst Agent
A plain-English data agent built for a sales team, helping reps find useful customer and industry insights without writing queries or waiting on reports.
Sales data that was hard to use
The company had plenty of data, and the sales team had real uses for it. The problem was access. Useful answers were spread across dashboards, reporting tools and data warehouse queries that were difficult to use in the moments when reps needed them.
A rep preparing for a pitch might want to know how a prospect’s industry performed across the customer base, how transaction sizes changed seasonally, or how similar businesses grew after signing up. The answers existed, but getting to them meant opening multiple tools or asking someone technical to pull the numbers.
Our approach
We built a conversational data agent around the questions the sales team actually asked. Reps could type a question in plain English and get back an answer they could use in the next conversation.
Behind the simple interface, the agent worked out which data sources to query, joined the relevant information and reasoned through the result. The rep did not need to understand the data model or write SQL. They could ask a business question and get a business answer.
The system also supported follow-up questions. A rep could ask about average transaction size, then ask how that changed over Christmas, then ask whether the trend had been growing over time. Each answer built on the last, the way a real analysis conversation does.
Rollout
We started with a small group of reps and refined the agent around their real questions. Early versions surfaced useful edge cases: category names that could be interpreted in different ways, questions that crossed multiple data sources, and answers that needed clearer commercial framing.
Once the core patterns were working, we ran sessions with the broader sales team. The training was not about learning a complex new tool. It was about showing reps what kinds of questions they could ask and how those answers could make a pitch more specific.
The result
Reps could bring sharper and more specific context into customer conversations without waiting on someone else to pull the numbers. Pitch decks became more tailored. Customer conversations had better evidence behind them.
The agent did not replace the company’s BI tools. It gave the sales team a faster way into the answers those tools already held.