Agent Dash your AI copilot for revenue answers
Ask questions in plain English and instantly get the numbers, breakdowns and trends you need without digging through dashboards.
Agent Dash is a conversational analytics experience built into your workflow. Start a new conversation, ask something like “Show me the current opportunity stage breakdown” or “What’s our monthly lead count for this year?” and Agent Dash responds with clear, structured outputs so you can validate insights and act faster.
Designed for fast answers
Agent Dash prioritizes clear, structured outputs so teams can verify insights before acting.
Agent Dash
Show me the current opportunity stage breakdown
Got it. Here’s a breakdown of opportunities by stage:
Want me to trend this month-over-month and highlight where deals are stalling?
Key capabilities
Everything you need to explore pipeline and performance without jumping across dashboards.
Natural-language queries
Ask in plain English (pipeline stage breakdowns, lead counts, monthly trends).
Structured answers
Get readable summaries plus data-friendly formats (tables and charts when needed).
Conversation history
Save, revisit, rename and continue past threads, no more losing analysis.
Quick start suggestions
Built-in prompts help new users get value immediately.
Secure, authenticated access
Uses your existing login/token flow to keep data protected.
Built-in guardrails
Clear reminder that AI can make mistakes, so teams validate before acting.