AI-Agents for Reporting Analysts in Question Answering working with Microsoft Office 365
Answer customer questions, cite sources, forward tough cases. Every one is ready to run, and you can adjust it in plain language.
Log dated deal counts and values by stage in the reporting sheet.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
47 toolsAnswer sales report requests with figures from matching deals.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.
33 toolsDraft pivot SQL and explain totals for teammates' report requests.
Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.
15 toolsDraft SQL for report rankings with clear tie rules.
Get a ranking SQL query in your chat thread, ready for review. See how the measure and ties determine each position.
14 toolsDraft SQL for colleagues' count questions and explain each filter.
Get a SQL count query in the chat thread, with a clear note on what it counts and which conditions it uses.
15 tools
