Conversational AI Agents: The Key to Unlocking Actionable Business Insights

In today’s rapidly evolving business landscape, understanding fast-changing customer behavior patterns, gaining deeper visibility into operations, and tailoring product offerings to personalize customer interactions are crucial for business growth. Business users are increasingly seeking insights depth and breadth of insights needed to thrive in a dynamic market.

While existing dashboards provide a good snapshot of the current state of the business, they often fall short in delivering the detailed insights necessary for proactive decision-making. To truly harness the power of data, businesses must embrace more sophisticated analytical tools and techniques. This includes the ability to “talk to data” through conversational AI agents.

The importance of conversational AI cannot be overstated— what was once an optional feature has now evolved into a fundamental business capability. These conversational AI Agents enable users to ask complex questions in natural language and receive immediate, insightful responses, thereby democratizing data access and empowering users at all levels of the organization.

Leading platforms like Strategy, Power BI, Tableau, and others have recognized this shift and integrated AI chatbots into their foundational capability, such as Auto 2.0, Co-Pilot, and Pulse. These chatbots can handle both deterministic queries (e.g., retrieving specific metrics) and probabilistic queries (e.g., providing insights based on trends and patterns).

Strategy has been at the forefront of this innovation, significantly investing to mature its AI capabilities, focusing on following key areas for its users:

• Enhanced Contextual Understanding: The Auto AI Bot is designed to handle ambiguous questions more effectively by using context and past interactions with the user.
• Adaptive User-Feedback: The latest release allows users to specify that certain abbreviations or terms should be interpreted in specific ways, tailoring the AI’s responses to individual needs.
• Zero-Code Integration: Extending its HyperIntelligence feature, it has enabled the zero-code integration of the Auto AI Bot for deploying insights on top of any web application.
• Continuous Improvement of AI Models: Every release includes increasingly powerful AI models, expanding the breadth and depth of questions the Auto AI bot can reliably answer.

While feature sets look increasingly similar across platforms, many D&A leaders and business users face the same hard reality: the need for tools that not only provide comprehensive insights but also adapt to the unique requirements of their business. We believe the answer isn’t to chase new tools — but to build real value on your existing Analytics platform through practical enhancements, augmenting capabilities and optimizations.

In our continuous effort to solve ground-level problems, Infocepts has delivered impactful outcomes using Strategy’s Auto AI capabilities, advancing and rolling out pilot solutions across various industries for enterprise customers:

• Global law firm – We modernized billing workflows by integrating an AI Co-Pilot assistant with Strategy HyperCard’s. Attorneys and finance teams now access real-time insights into service levels, billable hours and client activity on-the-go for more efficient case and client management.
• Leading media company – Infocepts deployed conversational analytics using Auto Bot and Auto Answers. Content teams now explore viewer data through natural language, allowing them to refine content strategies and improve audience engagement—without needing to interpret complex dashboards.
• Global pet retailer – We enhanced store operations using Strategy’s Auto AI capabilities. We launched a pilot version of an AI chatbot solution to address a common challenge faced by store associates: efficiently finding suitable food options for pets, especially when considering specific preferences or allergic restrictions. Integrated with the inventory management system, it displays in-stock items and alerts associates about low-stock products to avoid recommending unavailable items.
• Global retailer – We launched a Sales bot to speed up sales decision-making. It enabled business teams to instantly query sales metrics, spot trends, and receive AI-generated suggestions—directly influencing revenue and regional strategies.

These practical applications of conversational AI demonstrate how targeted solutions can address specific business challenges, ultimately contributing to business growth and improved customer service.

Further, leveraging over 20+ years of Strategy expertise and extensive AI experience, Infocepts has designed an AI enablement framework to help organizations to operationalize AI capabilities and maximize the impact of their existing analytics platform investments. The framework advocates the following recommendations:

• Set clear use case boundaries – Users frequently want a single bot to handle everything, but inaccuracies can damage trust. Early user engagement is crucial to establish clear boundaries and align the datasets with the defined scope. Focus on areas that align with the primary business goals, avoid scenarios that pose security risks, and define clear metrics to evaluate the success of the use case.
• Build Context Through Stakeholder Engagement – Collaborate with stakeholders to identify common questions and map terms to data sources, creating reusable knowledge assets. To minimize hallucination, use semantic models for precise naming and add contextual information to attributes and metric descriptions.
• Tune the bot and ensure optimal response time – Train the bot on extensive knowledge bases to understand specific use cases before user testing. Ensure data delivers granular insights in-store, in-region, or by department based on user role with acceptable response time.
• Tailor the roll out strategy – Conduct training sessions to help users understand the AI chatbot. Provide robust support during the rollout to address issues and ensure a smooth transition.  Leverage feedback to plan and implement iterations, enhancing the chatbot’s performance and user satisfaction.

With two decades of deep Strategy expertise since 2004 and the largest pool of Strategy-certified experts, Infocepts helps organizations maximize the full potential of their data through trusted, AI-powered insights at scale. Our end-to-end AI + BI expertise enables businesses to leverage Strategy’s advanced analytics, AI-driven intelligence, and cutting-edge innovations for real-time insights, seamless decision-making, and accelerated growth.

Talk to Infocepts, if you are looking to roll out your first AI chatbot. We are here to help you navigate the journey and achieve impactful results.