Savo InsightAgent
Answers data questions in plain English, keeps live dashboards current and flags anomalies before they cost money.
What information do we need to explain a change in orders?
Orders · Channels · Reporting periods
Use the relevant information. Keep missing context visible.
Compare equivalent periods and separate channels. Check missing records before treating a change as a trend. Include the query with the answer.
An analyst validates the query and interpretation.
A focused role, connected to your work.
InsightAgent sits on your warehouse and turns plain-English questions into governed SQL. Every answer cites its query, every dashboard stays live, and anomalies surface before the monthly report would have caught them.
A useful scope, not unlimited autonomy.
These capabilities define the starting conversation. Sources, integrations and permissions are agreed for your workflow.
- Plain-English queries over governed SQL
- Live dashboards your team can trust
- Anomaly alerts on revenue and ops metrics
- Row-level security and query audit logs
Useful intelligence needs clear boundaries.
The model is only one part of the system. Explore the information, permissions and review paths around it.
Relevant information
Select useful sources, respect access and make the supporting context available. Missing or stale information should be visible, not silently filled in.
Bounded actions
Specify what the system may read, prepare or change. Sensitive actions need the right permission and, where appropriate, a person's approval.
Evaluation & fallback
Test routine questions, incomplete inputs and difficult cases. Define when to ask, stop, retry or hand off rather than assuming every answer is correct.
An operating plan
Agree who reviews usage, handles incidents and maintains prompts, data or integrations. Monitoring, cost controls and review records depend on the deployment.
AI is not always the answer.
Clear rules may be simpler. Thin information may need attention first. For sensitive decisions, AI can prepare context while a qualified person decides.
Explore AI strategyA clear path from idea to operation.
Start with a focused scope. Make the information, evaluation and operating responsibilities part of the work.
Scope the job
Define the workflow, the information it needs and the actions it is allowed to take.
Connect the knowledge
Prepare retrieval, integrations and access around your actual systems.
Test the boundaries
Evaluate useful answers, failure cases, approval steps and human handoff.
Launch with supervision
Start with agreed limits, review real usage and adjust the system with evidence.
Illustrative delivery stages. Scope and timing are agreed for your project.
Explore another role.
Different tasks need different information, tools and review paths.
A few things worth asking.
Practical answers about scope, information and what happens after the first build.
Timing depends on the workflow, the state of your information and the integrations involved. We define the first useful scope and the evaluation work before agreeing a delivery plan.
That depends on the agreed architecture and model providers. We review hosting, access, retention and provider terms with you. A private deployment may be appropriate, but data-location and confidentiality requirements need to be confirmed in the project scope.
We define permitted reads and actions, approval steps, escalation rules and review records. Sensitive actions can require a person to approve them. These boundaries are tested and revised with the team that operates the agent.
They can be connected within a workflow, with a defined responsibility and permission boundary for each part. For a straightforward task, one agent or a rule-based automation may be a better starting point.
No. When the rules are clear and the inputs are consistent, an integration or rule-based automation may be simpler. An agent is worth considering when a task needs language understanding, retrieval or tool selection, with a suitable review path.
The workflow should have an agreed fallback: ask for more information, stop an action, use a simpler route or hand over to a person. AI can still produce incorrect answers, so testing and ongoing review are part of the work.
AI project questions
Start with the work you want to change.
Tell us the task, the systems involved and where your team needs help. We’ll work out whether AI, automation or a simpler approach fits.