Pre-built dashboards never match the question you have
Default analytics show what the vendor thought was important. Your actual questions — "how is the new agent doing on email this week vs last?" — aren't in the menu.
Ask Anything. Get a Chart.
Type a question in plain English and get an answer back as a chart, table, and CSV — or build the query manually with a metric / group-by / filter picker. No SQL, no dashboards-by-committee, no export-to-Excel-hell.
AIPlain-English queries
0SQL injection risk
1-clickCSV export
∞Saved reports
Common Challenges
Asking BI for a one-off report takes a week
Custom queries get queued behind the quarterly board deck. By the time the answer arrives, the moment has passed.
"Just give me read-only SQL" is a security nightmare
Hand-rolled SQL access means injection risk, accidental cross-tenant leaks, and runaway queries. Most teams say no for good reason.
Exports to Excel die in someone's downloads folder
Every time you re-pull "top topics last 30 days" you redo the work. There's no notion of a saved, rerunnable report under your control.
Features
Plain-English to spec via AI
"Show me avg response time by channel last week" → the AI translates to a structured ReportSpec, validates it against the allowlist, and runs.
Manual builder with chip filters
Pick metric, group-by, time range. Multi-select channel/status, free-form topic and intent chips. The same engine the AI uses, with full control.
Charts that match the question
Date groupings render as line charts, categorical groupings as bar charts, ungrouped totals as a single big number. No chart-builder pixel-pushing.
Allowlisted, injection-proof
Every metric, group-by, and filter is checked against a closed enum on the server. Queries are built with SQLAlchemy — no string-templated SQL, ever.
CSV export & saved reports
Export rendered rows as CSV in one click. Save any report by name to rerun with current data — no need to retype the question.
Templates for the common asks
"Conversations by channel", "avg CSAT by agent", "daily volume trend", "bot vs human resolutions" — one-click templates so even week-1 users get value.
How We Compare
| Plain-English query → chart | Yes |
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| No SQL, no injection risk | Yes |
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| CSV export from rendered chart | Yes |
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| Saved reports with one-click rerun | Yes |
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| Included in base plan | Yes |
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Frequently Asked Questions
Do I need to know SQL to use the Report Builder?
No. Type a plain-English question (e.g., 'show me avg response time by agent last week') and the AI converts it to a structured query. Or use the manual builder: pick a metric, group-by, time range, and filters.
Is there a risk of exposing data from other organizations?
No. Every query is automatically scoped to your organization. The query engine uses SQLAlchemy-built queries against a closed allowlist of metrics — no string-templated SQL, making cross-org data exposure impossible by design.
Can I save reports and rerun them?
Yes. After building a report, click Save and name it. Saved reports appear in your list and rerun against current data on demand — no need to retype the question.
What metrics are available?
Volume (conversations, messages), response times (first response, resolution), CSAT scores, agent performance, QA scores, channel breakdowns, topic and intent distributions, SLA breach rates, and more. The available metric list grows with each platform release.
Can I export data to Excel or a BI tool?
CSV export is available on every rendered report with one click. For BI tool integration (Looker, Power BI, Tableau), the AItocha API provides analytics endpoints you can connect to directly.
Can I share reports with my team?
Saved reports are visible to all managers, supervisors, and admins in the same organisation. Per-user report access controls are on the roadmap.
Ask Your First Question in Under a Minute
Dashboard → Report Builder → click an example or type a question. The answer is a chart, a table, and a CSV — yours to save and rerun whenever.
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