AI Insights stitches CRM, support, product-catalog, and marketing data — normally scattered and impossible to reason about together — into one product with role-based command centers, a record-level Customer-360 workspace, self-service reporting, and an AI layer that summarizes what actually needs attention.
What it does
- Role-based command centers for Executive, CX, Product, Marketing, and Sales — each purpose-built.
- Configurable widget grids — every dashboard is a composition users add, reorder, and filter.
- Customer-360 workspace — identity, commercial context, a computed health score, renewal exposure, and an AI relationship diagnostic per account.
- Self-service report builder over warehouse objects — no SQL required.
- AI woven throughout — plain-language briefings, health & sentiment scoring, and an always-available copilot.
Architecture & approach
- Warehouse-native — reads the existing data warehouse as source of truth rather than becoming one more silo.
- Unified semantic layer — reconciles accounts, users, products, and financials so a number means the same thing everywhere.
- Composition over hard-coding — a handful of primitives express dozens of views.
- AI as a synthesis layer — summarization and scoring over trusted structured data, every AI conversation inspectable.
Why it mattersA warehouse-native product with a real semantic layer and a disciplined AI layer replaces a patchwork of exports and one-off reports with a tool five different functions each experience as built for them.
ImpactOne surface for every function on the same numbers; cross-functional questions become one click; shipped as a versioned, extensible platform with self-service reporting.
Built with
Microsoft FabricSemantic layerReactConfig-driven widgetsLLM synthesisAzure