Agentplace

AI agent for analytics consultancies

Your AI client BI reporting agent. Business questions answered in the data.

Create an AI client BI reporting agent with its own page and URL. Help your clients receive a source-linked dashboard that answers the client's business question through conversation.

Create my AI agent Explore the example

Metric definition, clarified through conversation.

MMeridian AnalyticsNNorthline Retail's session

Client BI reporting agent preview

More orders, the same new customer count

Northline Retail had 80 completed orders this month, up from 60. First-ever customers remained at 20. The additional orders came from returning customers.

First-ever customersOrders from returning customersTotal completed orders
Current focusMetric definition

First purchases only

The details that change the result

0120 to 20

First-ever customers

20 customers placed their first completed order ever during this month. The previous month also had 20.

0240 to 60

Orders from returning customers

Customers whose first completed order predates this month placed 60 orders, compared with 40 previously.

0360 to 80

Total completed orders

20 first orders plus 60 returning-customer orders equals 80. The previous total was 20 plus 40, or 60.

Show the returning customersInspect first-order dates
Ask about metric definition or add a detail
01

Your client starts a conversation.Your client clarifies metric definition.

02

The page becomes their result.The report updates with the answer.

Illustrative preview
Vlad Yanch

Template by Vlad Yanch

Updated

  • 10 minFirst demo
  • 2-3 hoursWorking agent
  • 1 clickPublish

Overview

An AI client BI reporting agent gives your clients a source-linked dashboard that answers the client's business question. Agentplace gives this agent its own page and URL. Clients open the link and use text or voice to work through the business question, reporting period, source files, metric definitions, and comparison group.

Your agent uses your KPI definitions, source mappings, calculation rules, and Google Sheets or database connections. It asks the follow-up question that changes this result. Do the records include each customer's first completed order ever, including orders before this reporting period? The page keeps the relevant evidence, choices, and result together as the client responds.

Northline Retail has 80 completed orders this month compared with 60 previously. Both periods have 20 first-ever customers. Returning customers placed 60 orders this month and 40 previously. The report separates acquisition from repeat purchasing using each customer's order history.

Sell a source-linked dashboard that answers the client's business question as a defined digital service. Or include it in an existing engagement and offer a follow-up appointment with the result attached.

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What you get

AI Client BI reporting agent for analytics consultancies

An AI client BI reporting agent gives your clients a source-linked dashboard that answers the client's business question. Agentplace gives this agent its own page and URL. Clients open the link and use text or voice to work through the business question, reporting period, source files, metric definitions, and comparison group.

Sell a source-linked dashboard that answers the client's business question as a defined digital service. Or include it in an existing engagement and offer a follow-up appointment with the result attached.

Ask the question that matters

Use the answers to determine which information belongs in this client's result.

Deliver the report

Keep first purchases, repeat purchases, comparison visible alongside the explanation.

Continue the client service

Or include it in an existing engagement and offer a follow-up appointment with the result attached.

  • Client BI reporting agent
  • First purchases
  • Repeat purchases
  • Comparison
  • Text and voice interaction
  • Your own client URL

Show source freshness, missing periods, and the metric definition beside each chart. A correlation in the report does not establish why performance changed.

Why it's the best fit

Why conversation matters for this service

Do the records include each customer's first completed order ever, including orders before this reporting period? That answer changes metric definition and the result your client receives.

Your agent uses your KPI definitions, source mappings, calculation rules, and Google Sheets or database connections. It asks the follow-up question that changes this result. Do the records include each customer's first completed order ever, including orders before this reporting period? The page keeps the relevant evidence, choices, and result together as the client responds.

Your AI client BI reporting agent

One specialist. The whole client experience.

 The extra workWith traditional tools

Websites, fixed-flow apps, and chat widgets.
01The client experience
Understand the real request

Ask about the business question, reporting period, source files, metric definitions, and comparison group. Use the answers to determine which information belongs in this client's result.
With traditional toolsA service description

A service page can describe client BI reporting agent. The client still needs to resolve this question before receiving a useful result. Do the records include each customer's first completed order ever, including orders before this reporting period?
Keep revisions consistent

Northline Retail has 80 completed orders this month compared with 60 previously. Both periods have 20 first-ever customers. Returning customers placed 60 orders this month and 40 previously. The report separates acquisition from repeat purchasing using each customer's order history. The working result changes from all orders as acquisition to first purchases only.
With traditional toolsA fixed form

A fixed form records the initial answer. Changing metric definition requires the affected sections and supporting records to be updated together.
Show the work and its sources

Present a source-linked dashboard that answers the client's business question. Keep first purchases, repeat purchases, comparison visible alongside the explanation.
With traditional toolsA separate chat widget

A standalone chat can explain a topic. Delivering a source-linked dashboard that answers the client's business question also needs the source records, relevant tools, and a visible result the client can inspect.
02Everything that comes with your agent
Your service method

Use your KPI definitions, source mappings, calculation rules, and Google Sheets or database connections.
With traditional toolsSeparate reference documents

The client or service team has to find the applicable rule and carry it into the result.
A useful follow-up

Do the records include each customer's first completed order ever, including orders before this reporting period? Preserve the client's answer with the result.
With traditional toolsAnother message exchange

The answer about metric definition may sit in a separate email or call note.
Connected delivery

Pass the completed report and its source context through your configured delivery process.
With traditional toolsManual transfer

Someone must assemble the result and its supporting detail before sharing it.

Some traditional tools offer individual capabilities. Agentplace brings them into one AI service. Connect the payments, calendar, phone, CRM, and follow-up channels you want to use.

How it works

Create your AI client BI reporting agent

Start with one defined client service and test the choices that change its result. Test how the client changes all orders as acquisition to first purchases only. The result should preserve the supporting context when it updates.

  1. 01

    Add your service knowledge

    Provide your KPI definitions, source mappings, calculation rules, and Google Sheets or database connections. Include a representative client input and a completed report so the expected result is clear.

  2. 02

    Test the meaningful change

    Test the change from all orders as acquisition to first purchases only. Check that the affected metric definition and its explanation update consistently. Show source freshness, missing periods, and the metric definition beside each chart. A correlation in the report does not establish why performance changed.

  3. 03

    Publish your client agent

    Publish the agent at its own URL and share it with clients who need a source-linked dashboard that answers the client's business question. Configure Google Sheets and the delivery or follow-up connections that belong to your service.

Made for your kind of business

Built for analytics consultancies

Analytics consultancies

Offer a source-linked dashboard that answers the client's business question without rebuilding the same explanation for each client.

Client service leads

Resolve metric definition with the client and carry the source details into the existing service process.

Start with your specialtyAnalytics consultanciesClient service teams

Your service, your starting point

Your method and source material

The service starts with your KPI definitions, source mappings, calculation rules, and Google Sheets or database connections. Choose the relevant apps below and connect the accounts your agent should use.

Create my AI agent

BigQuery

Query the client's approved reporting dataset. Connect the relevant account and choose which records and actions the agent can use.

Snowflake

Use authorized business data for the question. Connect the relevant account and choose which records and actions the agent can use.

HubSpot

Read the account's selected sales records. Connect the relevant account and choose which records and actions the agent can use.

Google Sheets

Compare the result and its source figures. Connect the relevant account and choose which records and actions the agent can use.

Calendly

Arrange a review of the findings. Connect the relevant account and choose which records and actions the agent can use.

Gmail

Deliver the client's completed report. Connect the relevant account and choose which records and actions the agent can use.

Integrations

Tools your AI client BI reporting agent can connect

Connect the tools you use to deliver this service. Your agent can use their records and actions while helping clients on its own page. Choose the relevant connections below and decide what it can read, create, or send.

  • BigQueryQuery the client's approved reporting dataset
  • SnowflakeUse authorized business data for the question
  • HubSpotRead the account's selected sales records
  • Google SheetsCompare the result and its source figures
  • CalendlyArrange a review of the findings
  • GmailDeliver the client's completed report
Agentplace
Your AI
client BI reporting agent

Your expertise.
Their personal result.
One connected service.

Start with your materials. Add the connections your client service needs.

Go further with 1,000+ integrations.

Agentplace connects to business tools through Composio's catalog of over 1,000 integrations. These six examples are a starting point. Choose the apps and actions your agent needs while clients keep working on its page.

Available connections depend on the app's API and your account permissions.

Browse the integration catalog

Connected agents

Connect to your ChatGPT or Claude agents

The client works with your Agentplace client BI reporting agent. If you already use other agents or automations, connect only the supporting tasks that belong to this service.

A configured supporting workflow can retrieve source data, then calculate the agreed metrics. It returns its output to the client-facing agent for the same service.

Your clients Northline Retail

First purchases only

First purchases only
Agentplace
Your AI
client BI reporting agent

Your expertise.
Their personal result.
One connected service.

Your back-office agents
ChatGPT
Claude
  • Retrieve source data
  • Calculate the agreed metrics
  • Return charts with source notes
Your client keeps working with the same AI client BI reporting agent. Connected tools and agents return supporting results to that service.

A few things to know

AI Client BI reporting agent FAQ

What is an AI agent for client BI reporting?

An AI client BI reporting agent gives your clients a source-linked dashboard that answers the client's business question. Agentplace gives this agent its own page and URL. Clients open the link and use text or voice to work through the business question, reporting period, source files, metric definitions, and comparison group.

What does the client receive?

A source-linked dashboard that answers the client's business question. Northline Retail has 80 completed orders this month compared with 60 previously. Both periods have 20 first-ever customers. Returning customers placed 60 orders this month and 40 previously. The report separates acquisition from repeat purchasing using each customer's order history. The example is fictional and illustrates the configured service rather than a live transaction.

What should I provide before launch?

Provide your KPI definitions, source mappings, calculation rules, and Google Sheets or database connections. Define the expected inputs, the result format, and the questions that require more information. Test the service with all orders as acquisition and first purchases only so the changed requirement is reflected throughout the result.

How does this differ from a form or chat widget?

Your agent uses your KPI definitions, source mappings, calculation rules, and Google Sheets or database connections. It asks the follow-up question that changes this result. Do the records include each customer's first completed order ever, including orders before this reporting period? The page keeps the relevant evidence, choices, and result together as the client responds. The AI agent controls the whole result page, so the current report, supporting detail, and next question remain visible together.

Which tools can my AI agent connect?

BigQuery can query the client's approved reporting dataset. Snowflake can use authorized business data for the question. HubSpot can read the account's selected sales records. These are examples from Composio's catalog of over 1,000 integrations. Choose the relevant apps and account permissions for your service. Clients keep working with your AI agent on its own page.

What should this service not claim?

Show source freshness, missing periods, and the metric definition beside each chart. A correlation in the report does not establish why performance changed.

Can this support my existing business model?

Sell a source-linked dashboard that answers the client's business question as a defined digital service. Or include it in an existing engagement and offer a follow-up appointment with the result attached.

Is the preview live?

No. The preview illustrates Northline Retail's fictional experience. Your working agent needs your materials and the connections you choose. The displayed launch times are planning estimates for a demo and a configured service, not a delivery guarantee.

What platform does the AI Client BI reporting agent run on?

It runs on Agentplace. Agentplace is an AI agent platform where the agent gets its own page, talks to your visitors there, and carries the request through to the end instead of handing it to a form. You can open this template and change any step before you publish it.

AI client BI reporting agent

Create your AI client BI reporting agent.
Business questions answered in the data.

Help clients receive a source-linked dashboard that answers the client's business question using your method and chosen tools.

Create my AI agent