You have the dashboards. Now you can also just ask.
An AI agent that answers on your business numbers, and personal exploration in the AI tool of your choice. Both run on the same data model behind your dashboards.
For managers who want to ask, not wait
If every new question about the numbers turns into a report request, the answer arrives after the decision is made. Here you ask in plain language and get an answer from your own business data.
Interactive AI Agent
The problem
The fastest way to get a number is to ask someone who knows. But that person isn't always available - especially when you're out of the office, between meetings, or with a customer.
The solution
An AI agent that works like a colleague who knows your numbers. Ask in plain Hebrew or English, the way you'd ask a person, and get an answer straight from your phone, with no dashboard to open. Ask a follow-up without starting over. Answers come from the same data model behind your dashboards, and a test set reruns after every change, on questions the business already knows how to answer: if accuracy falls below the agreed standard, the change does not go live.
What you see
The question in plain language · the answer on your phone · the follow-up · numbers from the same data model as your dashboards
Self-serve exploration in an AI tool
The problem
A manager who wants to check something alone waits for a report, or for someone to build it.
The solution
The Compass data model connects to the AI tool of your choice, for example Claude Desktop. Ask in plain language, and save any answer as a reusable dashboard you can share with colleagues, subject to your Power BI licensing. This is personal work for whoever is exploring, alongside the system and not in place of it. Available in Power BI environments with a Premium Per User or Fabric license.
What you see
A question in plain language · a dashboard saved for reuse · the AI tool of your choice
Which one fits you
The agent is part of the system: the whole team asks, including from a phone, and gets answers from the same data model.
Self-serve exploration is one manager's personal work in their own tool, alongside the system and not in place of it.
Connect in one day. Live within weeks.
- Connect to Priority or NetSuite. No changes to your ERP processes.
- Choose what fits. The agent, self-serve exploration, or both.
- Go live. Ask, and the answers come from your business's data model.
Frequently asked questions
What language do you ask in?
In Hebrew or English, in plain language, the way you would ask a person.
What is the difference between the agent and self-serve exploration?
The agent is part of the system and answers the whole team, including from a phone. Self-serve exploration is one manager's personal work in their own AI tool, saved as a reusable dashboard.
How do you know the answers are right?
They draw on the same data model behind your dashboards. After every change a test set runs on questions the business already knows the answers to, and if accuracy drops below the standard, the change does not go live.
What do you need to get started?
The Compass data model. We take care of the technical setup for self-serve exploration.
- An official Priority technology partner since 2021.
- 20+ years of experience.
- Dozens of managers make decisions through us.
We'll Get Back to You Within One Business Day
We've got your inquiry
We'll come back to you within one business day. If it's urgent, here are the fast routes:
That didn't send
Something went wrong on the way to us and the inquiry was not sent. You can try again, and reach us directly: