Natural-language queries
Ask in plain English (pipeline stage breakdowns, lead counts, monthly trends).
Conversational analytics
Agent Dash conversational analytics for partner revenue answers
Ask pipeline, partner and deal questions in plain English and get structured tables, charts and summaries without building reports or exporting spreadsheets.
Agent Dash is conversational analytics built into Channlworks Intelligence. Start a new thread, ask questions about pipeline stages or partner performance and receive data-backed answers with assumptions clearly stated. Save, rename and revisit conversation history so QBR prep picks up where you left off. Agent Dash prioritizes clear, structured outputs so teams can verify insights before acting.
Pipeline stagesLead volumePartner performanceTrends & breakdowns
Agent Dash
Show me the current opportunity stage breakdown
Got it. Here's a breakdown of opportunities by stage:
Discover
12Validate
8Budget
3Won
2Want me to trend this month-over-month and highlight where deals are stalling?
Capabilities
Key capabilities
Everything you need to explore pipeline and performance without jumping across dashboards.
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.
Use cases
Where it helps
Conversational analytics turns ad-hoc revenue questions into immediate answers, ideal for alliance leaders who need insight before a partner call.
Ask "What is our win rate this quarter?" before a strategic partner review.
Find deals stuck in approval: "Which deals are waiting for approval and who owns them?"
Compare partner performance: "Show me win rates by partner for the last 90 days."
Spot data gaps: "Are there deals missing revenue information or currency codes?"
Questions
Frequently asked questions
Common questions about this feature and how it fits into your alliance strategy.
Answers at a glance
What is Agent Dash conversational analytics?
Agent Dash is an AI assistant in Channlworks Intelligence that lets you ask plain-English questions about deals and get instant, data-backed answers. Instead of building reports or exporting spreadsheets, you type a question and receive structured summaries, tables or charts with assumptions and caveats clearly stated.
What kinds of questions can I ask?
Agent Dash handles deal counts and status, stage distribution, pipeline value, partner performance, approval queues, deal lookup by name or date and data-quality checks. It automatically handles multi-currency deals by converting to USD for comparisons when exchange rate data is available.
Can Agent Dash create or edit deals?
No. Agent Dash is read-only and scoped to the deals domain. It will not create, update or delete deals, access billing or settings, or answer questions outside deal-related records you are permitted to see. If you ask something out of scope, it explains the limitation and suggests the closest alternative.
Are my Agent Dash conversations private?
Yes. Conversations are private to your account. You can create, rename, search and delete threads from the conversation panel. Other users cannot see your Agent Dash history, making it safe for exploratory analysis before sharing insights in QBRs or leadership reviews.
Who can access Agent Dash?
Agent Dash requires the intelligence_agent_dash feature, typically granted to vendor admins and sales managers. If you do not see Agent Dash under Intelligence in the sidebar, contact your Channlworks administrator to request access.
Explore
Related features
Complementary capabilities across the Channlworks alliance intelligence platform.
Get revenue answers in plain English
Try Agent Dash conversational analytics, ask about pipeline stages, partner win rates and deal approvals without waiting on a report.