Leveraging ChatBT Data Agents for Trusted Business Insights

This content demonstrates how organizations can integrate trusted data and data team expertise into daily decision-making using the ChatBT work data agent. It illustrates a workflow that transforms business questions into actionable plans through automated analysis, context layer creation, and shared dashboards.

■ Core Workflow and Analysis
- Initiating business queries via mobile to receive timely data-driven insights
- Analyzing specific metrics such as product launch performance and user funnel conversion
- Investigating underlying causes by reviewing Slack conversations and Google Drive reports
- Generating practical recommendations and assigning clear action items within teams

■ Dashboarding and Alerting
- Converting analysis results into shared dashboards for product leaders and customer success
- Defining custom rules for monitoring weekly trends and setting up automated alerts
- Enabling self-service exploration while allowing data teams to focus on deeper investigations

■ Context Layer Creation
- Building a consistent data context layer from warehouse data and documentation
- Standardizing business definitions and metric interpretations across the organization
- Ensuring all users access the same trusted sources and reporting periods

By adopting this approach, viewers can learn to streamline data accessibility and ensure consistent metric definitions throughout their organization.