AI Insights & Reporting Agent

Every decision you make in business is only as good as the data you have. But pulling reports from multiple systems is time-consuming and often out of date by the time you get them. The AI Insights & Reporting Agent changes that by pulling live data from all your tools and turning it into clear, actionable insights you can act on immediately.

What is an AI Insights & Reporting Agent?

This automation connects to your CRM, calendar, marketing platforms, and booking systems to:

• Show sales trends, customer activity, and marketing performance in one dashboard.

• Forecast upcoming revenue and identify weak spots.

• Send scheduled reports to your inbox, WhatsApp, or Slack.

• Answer questions like “Which product sold best last month?” or “How many bookings did we get this week?”

Key Integrations & Capabilities

• CRM Data: Tracks deals, customer journeys, and conversion rates.

• Calendar Data: Monitors booking trends and peak hours.

• Marketing Platforms: Measures campaign ROI and engagement.

• Custom Alerts: Notifies you when metrics change significantly.

Industries That Benefit Most

• Retail & E-commerce – Track sales, inventory, and promo performance.

• Healthcare & Wellness – Monitor appointment trends and no-show rates.

• Agencies & Professional Services – Measure project pipeline and client engagement.

• Hospitality & Travel – Analyse booking trends and seasonal demand.

Why This Agent Works

Instead of spending hours gathering reports from different tools, you get everything instantly and in one place. This means you can spot problems before they escalate and jump on opportunities the moment they appear.

Contact us

Whether you have a request, a query, or want to work with us, use the form below to get in touch with our team.