ANALYTICS
Dashboards from the records themselves
Charts, pivots and metric definitions built on the same data the work happens in, so the number on the board and the number in the base can never disagree.
The board and the base cannot disagree
Dashboards read the records the work happens in, not a nightly export of them. When someone closes a claim, the chart is already right.
Charts, pivots and tables over live bases and the warehouseMetric definitions kept in one place, so a number means one thingDatasets shaped once and reused across boardsFilters and date ranges saved per personAsk for the chart in the conversation
Describe the cut you want in a stream and an agent builds it, cites what it used and offers to pin it to a dashboard. The chart arrives with its source attached.
Charts built by agents, pinned by peopleScheduled reports sent on the channel people actually readChat insights: volumes, response times, what goes unansweredRefund performancelast 30 days
Settlement rate by region, weekly. EU is 12 points ahead of APAC since the gateway change.From records to reporting
Shaped once and reused, rather than rebuilt in every dashboard.
One definition per number, so two teams cannot mean different things.
Delivered on the channel people read, at the hour they read it.
What the inbox is actually doing: volumes, waits, what nobody answered.
Pull from BigQuery, Snowflake and the rest on your schedule.
Share a dashboard outside the workspace on Advanced.
Gaiathinking · 7sStopDescribe the cut and watch it get built
Ask for a chart the way you would ask a colleague. The agent picks the dataset, applies the definition you already agreed on, and hands back something you can pin.
Charts built from the agreed metric definition, not a guessSource shown beside the chart before you pin itSchedule it once and it goes out without anyone rememberingDashboardsChart and pivot libraryDatasetsMetric definitionsLive base dataWarehouse syncScheduled reportsChat insightsAgent-built chartsSaved filters per personEmbedded and public boardsExport to CSVCommon questions
Most teams stop needing one. If you already run Looker or similar, the warehouse sync keeps it fed.
The same bases and warehouse your agents read, so the chart and the row cannot drift apart.
On Advanced, yes — embedded and public dashboards are available there.
Omnichannel inbox
Team collaboration
Video calls & recordings
Mini apps
Team mail and calendars
Data warehouse
Docs, decks & drive
Stop reconciling two versions of the same number
Build one board on a base you already trust, and delete the spreadsheet behind it.