Narrative BI

Connect the company's CRM and web analytics tools to the platform.

Select the 'Executive Summary' template and define the top 5 strategic KPIs.

Set the delivery schedule to generate a summary every Monday at 8:00 AM.

Executives receive a plain-text narrative email highlighting the week's growth, drops, and overall performance.

Authenticate Google Ads, Meta Ads, and GA4 within the platform.

Configure cross-platform tracking to monitor 'Cost Per Acquisition'.

Enable daily anomaly alerts for sudden spikes in CPC or drops in conversion rate.

Review daily Slack messages summarizing which campaigns are underperforming and require pausing.

Integrate Google Analytics 4.

Enable 'Strict' anomaly detection for the 'Total Sessions' and 'Organic Search' metrics.

When traffic drops below the 95% confidence interval, the system generates an immediate alert.

The team receives a Slack alert detailing the drop, allowing them to quickly check for broken pages or SEO penalties.

Connect Salesforce or HubSpot CRM.

Use the conversational BI feature to ask, 'What is the average time from Demo to Close for this quarter compared to last?'

The AI generates a text narrative and a supporting chart visualizing the velocity.

Pin this insight to a shared dashboard for the weekly sales team sync.

Set up dedicated workspaces or data source groups for each client.

Customize the report narrative settings to match the agency's brand tone.

Schedule monthly automated generation of comprehensive performance narratives.

Export the narratives and charts directly into client-facing emails or PDF documents.

Open the Narrative BI chat interface.

Type a question such as: 'Show me the sign-up conversion rate for mobile users from the US last week.'

The AI parses the intent, queries the connected GA4 data, and returns a natural language answer.

The user copies the insight into their product strategy document without needing to file a data request ticket.