Business intelligenceLive dataMarket signalsReportingDiscover → Inspect → Call → Analyze → Report
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AI Business Intelligence Agent for Live Data Workflows

Turn business questions into live data calls, structured analysis, charts, and decision-ready reports through one capability routing layer.

bi_signal_pipeline
Revenue-12.4% WoW
Market3 signals
Competitor2 updates
Channelconversion ↓
Churn+1.8% MoM
Pipeline+4 deals
Briefready →

BI Agents Cannot Rely on Static Answers

Business intelligence changes constantly. Revenue changes, competitors launch, markets move, customers churn, inventory shifts, and news changes the context. A BI agent that relies only on model memory or static dashboards is answering yesterday's questions — not today's.

Business questions rarely live in one system. A simple question such as "Why did sales slow down this week?" may require CRM data, order data, spreadsheet exports, market signals, news context, and visual reporting. Without access to the right capabilities, an AI agent can only guess.

QVeris gives BI agents a unified capability routing layer to discover, inspect, and call the right business data, market signals, analysis tools, and reporting capabilities — without hardcoding every data source.

The Capability Stack Behind a Useful BI Agent

Five layers of capabilities a business intelligence agent needs to go from question to decision-ready output.

🗄
Internal Data
Databases, spreadsheets, CRM exports, warehouse queries, operational metrics
📡
External Signals
Market data, company info, industry news, macro indicators, competitor updates
📊
Analysis Tools
Aggregation, comparison, anomaly detection, forecasting, segmentation, enrichment
📈
Visualization
Chart generation, KPI tiles, executive dashboards, shareable summaries
📋
Reporting Workflows
Daily briefings, board updates, sales summaries, risk alerts, recommendations

QVeris Routes Business Questions to the Right Capabilities

1

Discover

The agent searches QVeris for the right capability based on the business question — CRM data, market signals, news, charting, or reporting tools.

2

Inspect

The agent checks inputs, outputs, cost, latency, and examples before calling. No blind calls to unknown data sources or analysis tools.

3

Call

The agent executes the selected capability and receives structured output — revenue figures, market context, competitor signals, or chart data.

4

Combine

The agent combines data from multiple sources into a coherent analysis — cross-referencing internal metrics with external signals.

5

Report

The agent generates an executive-ready summary, chart, or workflow output with recommended next actions.

Discover
Inspect
Call
Analyze
Report

Example Scenario: Revenue Drop Analysis Agent

How a BI agent uses QVeris to go from "Why did revenue drop?" to an executive decision brief.

Business Question
"Why did EMEA revenue drop last week, and what should we look at next?"
Step 1-2

Pull & Compare

Pull weekly revenue by region, compare EMEA against previous weeks, segment by product, channel, and customer type through connected data capabilities.

Step 3-4

Contextualize

Check relevant market and industry news through external signal capabilities. Pull competitor updates if available through market intelligence tools.

Step 5-6

Visualize

Generate a chart showing the trend using chart generation capabilities. Summarize likely drivers from the combined data.

Step 7-8

Recommend

Suggest follow-up questions and next actions. Generate an executive-ready decision brief for human review.

decision_brief.output
Decision Brief: EMEA Revenue Drop
WeeklyEMEA RegionRevenue AnalysisReview Required
Summary

EMEA revenue declined 12.4% week over week, driven primarily by lower enterprise renewals and weaker conversion in paid acquisition channels.

Signals Reviewed
Weekly revenue by region
Product-level revenue split
Channel conversion trend
Recent industry news
Market context
Competitor mentions
Potential Drivers
Enterprise renewal timing shifted into the following week
Paid acquisition conversion decreased in Germany and France
Two large customer expansions were delayed
Industry news suggests slower demand in the segment
Recommended Next Actions
Review top 20 enterprise renewal opportunities
Compare paid acquisition landing page performance by country
Check sales pipeline movement for delayed expansion deals
Monitor competitor pricing or campaign changes

This is an illustrative example of BI agent output. It does not represent real company data, financial results, or guaranteed business analysis. All outputs should be reviewed by qualified humans before business decisions.

Common BI Agent Workflows

Six business intelligence workflows powered by QVeris capabilities.

📊

Executive KPI Briefings

Generate daily or weekly executive summaries with live data, trend charts, and variance explanations — not static screenshots.

💰

Revenue and Sales Analysis

Analyze revenue movements by region, product, channel, and segment. Cross-reference with external market signals for context.

🔎

Competitive Intelligence

Monitor competitor updates, pricing changes, product launches, and market positioning through discoverable research capabilities.

📡

Market and Industry Monitoring

Track industry trends, macro indicators, regulatory changes, and sector movements that impact business performance.

👥

Customer and Churn Analysis

Segment churn data, identify at-risk accounts, and cross-reference with product usage, support tickets, and NPS signals.

📋

Board and Investor Reporting

Turn structured data and analysis into presentation-ready summaries, charts, and narrative briefs for stakeholders.

From Static Dashboards to Agentic Business Intelligence

Dashboards show what happened. BI agents should help explain what happened, fetch the missing context, and recommend what to do next.

RequirementStatic dashboardsQVeris-powered BI agent
Data accessPredefined queries and fixed data sourcesDynamic capability discovery based on the business question
ContextLimited to connected data sourcesCan pull external market signals, news, and competitor context
AnalysisPre-built charts and reportsCombines internal data with external signals for richer analysis
ExplanationShows variance but does not explain whyGenerates structured explanations with potential drivers and recommendations
AdaptabilityNew questions require new dashboardsAgents can discover new capabilities dynamically as questions evolve
REST APIPython SDKMCP ServerCLI

Multiple integration paths for production systems, data apps, and agent clients

Example Agent Prompt

How to instruct a BI agent to use QVeris for business intelligence workflows.

Agent Instruction
"You are a business intelligence agent with access to QVeris. When you receive a business question: 1. Use QVeris to discover relevant data and analysis capabilities. 2. Inspect each capability's schema, inputs, outputs, and cost. 3. Call connected business data and external market signals. 4. Combine internal metrics with external context. 5. Generate charts where visualization adds clarity. 6. Explain KPI movements with supported drivers. 7. Produce an executive-ready decision brief with recommended next actions. 8. Never present analysis as verified without human review."

Who This Is For

🤖

AI Agent Builders

Developers building intelligent BI agents that need live data, external signals, and reporting capabilities beyond model context.

📊

BI and Analytics Teams

Teams moving from static dashboards to agent-driven analysis that explains variance, fetches context, and recommends actions.

💰

Revenue Operations

Teams analyzing revenue movements, pipeline health, conversion trends, and churn signals with richer external context.

🧠

Strategy Teams

Teams needing structured competitive and market intelligence to inform positioning, pricing, and product decisions.

💼

Finance Teams

Teams building automated reporting workflows that combine internal financial data with market and industry context.

Developers Building Internal Agents

Teams building analytics copilots, reporting agents, or internal BI tools on top of existing data infrastructure.

Continue Exploring QVeris

Frequently Asked Questions

What is an AI business intelligence agent?
An AI business intelligence agent is an agent workflow that uses external tools, live data, and structured capabilities to answer business questions — pulling from connected data sources, market signals, and analysis tools to generate decision-ready output.
How does QVeris help BI agents?
QVeris acts as a capability routing layer. The agent discovers relevant data and analysis capabilities, inspects schemas and costs before calling, and combines structured outputs into analysis, charts, and reports.
Is QVeris a BI dashboard or data warehouse?
No. QVeris is a capability routing network for AI agents. It helps agents discover and call the right tools — but it is not a dashboard, data warehouse, ETL product, or visualization tool.
Can QVeris access my company's private data?
QVeris can route agents to connected data sources and capabilities. Private data access depends on the specific integrations and capabilities available in your environment.
What integration paths does QVeris support?
QVeris supports multiple integration paths including REST API for production systems, Python SDK for data apps, MCP Server for compatible agent clients, and CLI for terminal and automation workflows.
Can BI agent outputs be used without human review?
No. BI agent outputs should be reviewed and verified by qualified humans before being used for financial, strategic, legal, or other high-stakes business decisions.

Turn Business Questions into Agent Workflows

Let your AI agent discover the right data, call the right capabilities, and generate decision-ready business intelligence.

Discover. Inspect. Call. Analyze. Report.