Insight

AI Data Analyst Agent

Ask a plain-language question about your data any time and get a chart and a written answer back within minutes.

Most business questions are simple to ask and slow to answer, because the data sits in different systems and the analyst is busy. This agent lets you ask in plain language in Slack, email or a web dashboard, and replies with a chart, a short written summary and the query it used. Connections are read-only by default, so your data stays untouched.

  • Ask in plain language and get a chart with a summary
  • Every answer shows the query or source behind it
  • Read-only connections, so your data is never changed
$4,900 20–30 working days Optional maintenance $249/mo
Ruler, dashboard tile and target-ring disc arranged flat, showing a data question turned into a clear answer.

What it is

AI Data Analyst Agent answers plain-language questions about your business data on request, in Slack, email or a web dashboard, and returns a chart plus a short written summary with the underlying query shown. Connections are read-only by default, and your team can check every answer.

Why businesses buy it

Decisions get delayed while someone exports spreadsheets or waits in an analyst's queue. Often the question is simple, but the answer takes days. An agent that answers from your own data on request gives managers the numbers when they need them and frees analysts for deeper work. Because it shows its query, people can trust and check the answer. The written scope sets the sources, metrics and testing against your history before you order.

Problems this solves

Simple data questions wait days in the analyst's queue

Managers ask in plain language through Slack, email or a web dashboard. The agent returns a chart and a short written summary, with the underlying query shown so anyone can check it.

Different reports give different numbers for the same metric

Up to twenty-five metrics or recurring questions are defined with you before launch. Answers use those same definitions every time, so teams work from one version of each number.

Leaders worry an AI tool could change live business data

Connections to up to three data sources are read-only by default. Results are checked against three months of your historical data before launch, and every answer can be traced.

Problems surface only when someone happens to run a report

The setup includes one dashboard or recurring report plus up to five alerts. The figures you care about come to you on schedule, rather than waiting for someone to look.

Scope card SKU UPM-C0164

AI Data Analyst Agent

Everything this build includes, written down before you pay. Choose a delivery speed and any add-ons, then add it to your cart.

$4,900 one-time build price
1. Choose your delivery speed

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

What is included

Channel
1 delivery channel (email, Slack or a web dashboard)
Integrations
Up to 3 read-only data sources
Knowledge
Up to 25 defined metrics or recurring questions
Workflows
1 dashboard or recurring report plus up to 5 alerts
Languages
1
Testing
Results checked against 3 months of your historical data
Revisions
2 rounds
Handoff
1 × 60-min handoff session (recorded)
Support
30 days after launch

A good fit if

Your team asks the same handful of data questions every week, and someone has to run a report each time.
You want an answer to a new question the same day, not a two-week wait for an analyst or a ticket.
You already keep data in tools such as Google Sheets, BigQuery or Google Analytics 4, and can grant read-only access.
You want every answer to show the query or source it came from, so people can check the number.

Not the right fit if

You already have a BI dashboard and mainly need help understanding what it shows. See AI BI Assistant, which explains an existing dashboard rather than answering fresh questions.
Your analysts want to write and check their own SQL faster. See AI SQL Assistant, which turns a plain-language question into a query against your schema.
You want threshold alerts on specific numbers, such as revenue dropping below a target. See AI KPI Monitor, which watches defined KPIs and alerts on breaches.
You need a permanent, always-on dashboard covering your whole business, not answers to occasional questions. See AI Business Intelligence Dashboard, which builds that dashboard.

How it works

  1. You ask a question in plain language, in Slack, email or the web dashboard: for example, 'What was our conversion rate by channel last week?'
  2. The agent works out which of your connected sources holds the answer, such as Google Analytics 4, BigQuery or a Google Sheet, and runs a read-only query.
  3. It returns a chart and a short written summary, with the query or source shown so the number can be checked.
  4. If a question sits outside the 25 defined metrics or falls outside your data, it says so rather than estimating.
  5. Recurring questions can be scheduled: the same chart and summary land in your inbox or Slack on the days you choose.
  6. You review the first weeks of answers with us, and we tune the wording and the metric definitions before the 30-day support window closes.

What you provide within 72 hours

Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.

  • Read-only access to each data source you want connected.
  • Your own definitions of the key metrics, so answers match how your team already talks about the numbers.
  • At least 3 months of historical data, so results can be checked before launch.
  • The list of recipients and the channel you want answers delivered to.
  • Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
  • Your business information (company basics, hours and brand voice), shared during intake.
  • One decision-maker who can approve the metric definitions and sign off on launch.
  • An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.

Timeline

Start Intake confirmed and your priority questions and metric definitions agreed.
Weeks 1–2 Data sources connected and the question-answering workflow built.
Week 3 Scheduled reports and alert thresholds configured.
Weeks 3–4 Answers tested against 3 months of your historical data.
Week 4 Your review and two rounds of changes.
Go-live Live, recorded handoff session, 30 days of support starts.
Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
OptionDelivery timePrice
Standard20–30 working days$4,900
Express15–25 working days$5,750
Rush10–20 working days$6,600

What you receive at handover

  • The AI data analyst agent, live on one channel: email, Slack or a web dashboard
  • Read-only connections to up to three data sources
  • Definitions for up to twenty-five metrics or recurring questions, with one dashboard or report and up to five alerts
  • A test report checking results against three months of your historical data
  • An admin guide and the recorded 60-minute handoff session
  • 30 days of post-launch support

Expected benefits and how to measure them

  • Can give managers answers without waiting for an analyst
  • Helps the whole team use the same definition for each metric
  • Frees analysts for deeper work instead of routine pulls
Time to answer a data question
Log request and answer times for a few weeks before launch. Compare with the agent's response times after launch.
Ad-hoc report requests to analysts
Count requests in the analyst's queue or inbox per month, before and after launch.
Answer accuracy
Each month, have an analyst spot-check a sample of answers against the source system and record the result.

Before you start: Log data requests for a few weeks: who asked, what, and how long each answer took. Note which metrics have conflicting definitions today.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

The build itself is a one-time payment, shown before you buy. Running the agent costs roughly $20 to $150 a month in your own accounts, covering AI model usage and hosting or scheduler fees, depending on how often questions are asked and how many sources are connected.

AI usage during the build and testing is also billed to your accounts, so every provider relationship stays in your name. Nothing runs through us.

Ask about running costs

Custom requirements

If you need more than 3 data sources, more than 25 defined metrics, or a second delivery channel, add a note at checkout and we send a written Change Quote. Your original order keeps its delivery date either way. Larger or bespoke projects go through the Custom AI request form instead.

Request a custom version

Keep it running

Monthly maintenance covers monitoring, fixes, updates, a health report and change hours for new metrics, extra recurring questions and seasonal reporting. The hours scale with your build, and bigger changes go through a Change Quote. Maintenance starts after the included support period, bills monthly and can be cancelled any month.

$249/mo (the minimum fee, includes 2 change hours)

Optional. Starts after the post-launch support period. Cancel any month.

How maintenance works

How this compares

Do it yourself with a SaaS toolHire a custom agencyUpmark Labs
Price A BI tool charges a seat-based subscription whether or not anyone asks a question A data agency quotes per report or per hour Ours is one fixed price, shown before you buy
Delivery A BI tool is instant to sign up but takes weeks to configure An agency build usually takes several weeks, set per project Ours has a fixed delivery time shown before you buy, with faster options
Answers A BI tool shows a dashboard you still have to interpret An agency delivers a static report Ours answers the specific question you asked, with the source shown
Scope A BI tool license covers unlimited questions but unlimited setup work too An agency agrees scope during discovery Ours is written on the Scope Card before purchase

Questions about this product

What does the AI Data Analyst Agent price include?

One fixed price, agreed before work starts, covers connecting up to three read-only data sources, defining up to 25 metrics, one delivery channel, one recurring report with up to five alerts, and checking results against three months of your history. Faster delivery options are shown in the price panel, and there are no hidden fees for the build.

How long does it take to launch the AI Data Analyst Agent?

The standard, Express and Rush delivery times are all shown in the price panel before you order, and the clock starts once your intake is complete. Delays only happen if information such as data access or metric definitions arrives late, which moves the date by three working days per day of delay.

What data access does the AI Data Analyst Agent need?

Read-only access to each connected source, such as Google Sheets, BigQuery, PostgreSQL or Google Analytics 4, plus at least 3 months of historical data to test against. Access is shared by adding our team as a user or creating a key you control, never sent by email. Nothing is written back to your systems; the agent only reads.

What happens if the AI Data Analyst Agent cannot answer a question?

It says so, rather than estimating or guessing. If a question falls outside the 25 defined metrics or outside the connected sources, the agent tells the person who asked and suggests the nearest question it can answer. New metrics can be added later through monthly maintenance or a Change Quote.

How much does the AI Data Analyst Agent cost to run each month?

Roughly $20 to $150 a month in your own accounts, covering AI model usage and hosting or scheduler fees. The exact figure depends on how many questions are asked and how many sources stay connected. You pay these providers directly; we do not add a markup.

Can I add more data sources to the AI Data Analyst Agent later?

Yes. A fourth or fifth source is quoted as a Change Quote once you tell us what you need. Small changes, such as a new metric definition inside the existing sources, fit inside the monthly change hours that come with maintenance instead.

Who owns the AI Data Analyst Agent once it is built?

You do. The configuration, prompts and workflow are yours, running in your own accounts on your own data connections rather than inside a vendor's platform. If you stop maintenance, the agent keeps running; you simply lose the monthly monitoring and included change hours.

Stop waiting on a report for a question you could ask right now.

Order the AI Data Analyst Agent and start asking your data questions in plain language. The Scope Card above is what you get, in writing, before you pay.

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