§01 · How it works

Three steps to a cited answer.

Connect approved sources, ask in plain language, get an answer with the rows it came from.

01

Connect approved sources

CRM, warehouse, docs, tickets, sheets – only what the workflow needs, scoped to least privilege.

02

Ask in plain language

Type the question your team would actually ask in a meeting. No SQL, no prompt engineering.

03

Get a cited answer

Every claim links back to the rows, fields, or documents it came from – auditable on the spot.

§02 · Examples

What teams actually ask.

Four real shapes of question we see every week. Citations included on every answer.

SK
"What changed in last week's customer health?"
r
3 accounts flagged. Northwind −38% usage; Meridian sentiment shift; Lattice renewal stalled.
Cited · Salesforce · Zendesk · Sheets
DM
"Why did revenue dip in week 17?"
r
Two drivers. EU mid-market churn (4 logos, $48K MRR) and a delayed Q2 invoice batch (cleared this week).
Cited · NetSuite · Salesforce
PG
"What's our refund policy for enterprise plans?"
r
Found in 2 docs. Pro-rata within 30 days; legal review required for refunds > $50K.
Cited · Notion · Legal KB
AS
"Why is the Q3 forecast slipping?"
r
$1.2M variance. 6 deals slipped from Sep → Oct; 2 are still in active negotiation, 4 are at risk.
Cited · Salesforce · Forecast sheet
§03 · Engines used

What's under an Ask co-worker.

Three of our five engines do most of the work in Ask mode.

Data Analysis Agent

Answers business questions with citations. Identifies likely causes across multiple approved sources.

Cited · Multi-source

Anomaly Detection Agent

Spots outliers and drift in the data Ask is reading, so the answer mentions what's unusual.

Always-on · Threshold-tuned

Dashboard Agent

Turns a recurring Ask query into a refreshing, source-cited dashboard the team can revisit.

Reports · Live refresh
§04 · Controls

Trust controls, baked in.

Ask mode ships with these on by default – not as an upgrade tier.

Source citation on every answer

Every claim links to the rows, fields, or documents it came from.

Least-privilege access

Read scopes are narrowed to the workflow's actual data needs – no blanket reads.

No unnecessary data storage

We don't copy your data to train. Context is fetched per-query and discarded.

Query audit log

Every question, source touched, and answer is logged for review by your team and security.

Get started

Bring one question your team asks every week.

We'll wire up the right approved sources, prove the answer is cited and correct, and hand back the workflow your team can run.