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AI agents forenterprise teams

Bring business knowledge, system tools, and agent capabilities into each team’s work, supporting complex tasks and collaboration across processes.

Business Management

Query metrics using enterprise definitions, analyze performance and channel investment through underlying records, and track meeting decisions by owner, deadline, and completion evidence.

ForBusiness Leaders, Managers, and Analysts

Common tasks for AI agents

  • Query Metrics
  • Investigate Causes
  • Analyze Channels
  • Track Actions

Agent categories:

Business Management Solutions

Business Data Query Agent

Query business metrics using enterprise definitions, support follow-up questions, and check the underlying records.

Business Capabilities

01
Business Metrics Q&A

Query revenue, costs, and collections, calculate year-over-year and period-over-period changes, and provide answers with definitions and sources.

02
Underlying Record Checks

Trace metrics by customer, project, or product, reconcile totals, and show the supporting records.

Solution Highlights

Ask follow-up questions about business metrics and check answers against the underlying records.

Turn business questions directly into data queries

Self-service queries

Convert business questions into queries and reduce repeated data-extraction requests

Metric definitions

Retain the statistical scope of year-over-year and period-over-period comparisons; investigate differences in underlying records

Business outcomes

  • Query metrics using company definitions
  • Link follow-up answers to underlying business details

Business Management Solutions

Business Analysis Agent

Analyze performance anomalies, investigate underlying records, and draft management reports. Business owners confirm findings and decisions.

Business Capabilities

01
Performance Anomaly Analysis

Compare targets with actual results, investigate regional, product, and customer changes, and identify possible causes and verification priorities.

02
Periodic Management Reporting

Summarize departmental indicators, priority issues, and business explanations into weekly or monthly reports and management meeting materials.

Solution Highlights

Drill into business changes and provide management with causes to verify

Ground discussions of causes in specific business records

Variance analysis

Investigate gaps against targets using regional, product-level and customer-level details to identify changes requiring verification.

Separate data from business interpretation in management reports

Assessment evidence

Check potential causes against business records and flag explanations that remain unconfirmed

Meeting preparation

Link departmental explanations to priority business issues for owners to review and discuss

Key outputs

  • Business analysis report
  • Potential causes of changes
  • Items for investigation

Business Management Solutions

Channel Analysis Agent

Assess channel performance, check promotion execution and spending, and investigate discrepancies using order records.

Business Capabilities

01
Channel Sales Analysis

Compare sales across regions and distributors, inspect order details, and prepare channel performance reports.

02
Promotion Compliance Checks

Check promotional items, redemption evidence, and policy conditions, then list deviations and unusual expenses.

03
Channel Investment Assessment

Calculate incentives and spending, assess results, and provide data for discussions on adjustments.

Solution Highlights

Assess channel performance using policy execution and expense evidence

Support policy execution with verifiable records

Expense evidence

Check submitted expense photos for duplicates and provide leads for reviewing unusual charges

Incentive basis

Calculate promotional incentives under applicable rules for business team verification

Assess spend effectiveness against actual orders

Performance comparison

Link channel sales to order details and assess expenses alongside execution

Key outputs

  • Channel Performance Analysis
  • Promotion review records
  • Expense discrepancies

Business Management Solutions

Priority Task Tracking Agent

Follow up on management assignments and cross-team priorities, check meeting decisions against system progress, and track unfinished actions.

Business Capabilities

01
Management Action Tracking

Record owners, deadlines, and deliverables from meeting decisions, follow up on completion evidence, and prepare progress summaries.

02
Cross-Team Coordination

Summarize blockers and pending decisions, prepare coordination materials, and track outcomes.

Solution Highlights

Link management decisions to owners and delivery records; escalate blockers separately

Retain management's original requirements for follow-up

Deliverable checks

Compare completion records with meeting-agreed deliverables and identify what remains unfinished

Escalation boundaries

Summarize execution blockers and pending decisions separately, highlighting decisions still needed for coordination.

Business outcomes

  • Assign clear owners to priority tasks
  • Update action items against the plan
  • Follow up on delays

Find High-Value Uses for Enterprise AI Agents

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