Conversational Analytics: Ask Your Data in Natural Language

What is conversational analytics?

Conversational analytics means asking your company's data a question the way you would ask a colleague. You type “Which customers have cut their spending over the last 3 months?” and get the answer back as a number, a table or a chart, without writing SQL or building a new report.

Several things happen under the hood. A language model interprets the question, translates it into a query against the data warehouse, runs it within the permissions of the person asking and explains the result in plain words. The hard part is not the language model, which anyone can access today. It is everything around it: which data it can see, how metrics are defined and who is allowed to ask what.

For a sales team, the difference is time. A question that used to mean a ticket to the analyst and a wait now gets answered in seconds, at the moment it matters.

Conversational analytics vs. dashboards

A dashboard answers the questions someone anticipated when they designed it. That is exactly right for tracking the same numbers every week: pipeline, sales against target, conversions by campaign. The trouble starts with the question nobody anticipated, like “Which products are growing fastest in the northern region?” or “Which deals are most likely to close this month?” Answering it means requesting a new filter, a new view or yet another spreadsheet.

Natural language analytics doesn't replace dashboards. It complements them. Dashboards stay the daily view, and one-off questions get asked in conversation. When both draw on the same source of truth, the number the agent gives matches the one on the dashboard.

Why pasting data into ChatGPT isn't enough

Privacy
Pasting a CRM export into an outside chat tool moves your customers' data out of your environment. A proper setup runs server-side in your own cloud, and data is neither sent to third parties nor used to train models.
Permissions
A generic chatbot sees whatever you paste into it. Conversational analytics done right respects role-based access: a rep asks and only gets data for their own accounts.
One source of truth
An export is a snapshot of a single day, filtered by whoever pulled it. Querying the data warehouse directly uses the data as it stands there, with the same definitions as every other report.

What natural language analytics needs to work well

A clear data model
Customer, deal, order and campaign tables with their relationships properly resolved. With messy data, an AI agent can be wrong just as confidently as it is right.
Defined metrics
What an active customer is, how margin is calculated, when a deal counts as won, written down once. Without that, two similar questions can return two different numbers.
Governance and permissions
Who can see what, by user and by team, applied to the questions people ask the AI as well.
Your company's vocabulary
The agent has to understand what your team calls its regions, products and pipeline stages.

Conversational analytics for sales: Sales Copilot

Sales Copilot is how we bring all of this to a sales team. It is an AI agent that connects to BigQuery and your data warehouse, is configured with your data model, metrics and terminology, and answers in seconds within each user's permissions. It runs in your company's own Google Cloud and is designed to comply with GDPR and Spain's ENS.

If your data isn't organized yet, we start with data strategy as part of the same project.

Natural language analytics: common questions

What does it mean to ask your data in natural language?

You type the question the way you would say it in a meeting, and the system turns it into a query on your data and returns the answer, with no SQL involved.

Does it replace Power BI or Looker Studio?

No. Dashboards still handle daily tracking, while conversational analytics covers the questions the dashboard was never built for.

Is it safe to connect AI to sales data?

It depends on how it is built. Sales Copilot runs server-side in your company's own Google Cloud, with role-based permissions, no data sent to third parties and no data used for training.

Do we need a data warehouse?

The AI needs an organized source to query. If you don't have one, we help you build it within the project.

Sales CopilotData StrategyGenerative AI for Sales

Start asking your own data

In a 30-minute call we look at the questions your sales team asks and whether your data is ready to answer them. We'll tell you whether we can help, and if we can't, we'll tell you that too.

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Conversational Analytics for Sales · from Analytics