Company-wide intelligence works across the tools your team already uses, bringing approved sales, customer, margin, and finance data into one reporting layer. Your team can ask questions in the channel they already use, and Trelium agents return clear analysis with the sources behind the answer.
NinaAll insights are based on permissions. You decide who should be able to see and access each type of data.
Trelium agents review approved sources and summarize the important updates, with citations behind every answer.
Take a look at a few agents that help your team analyze approved data, prepare reporting summaries, and answer follow-up questions.
Analyzes customer health, service issues, order activity, and accounts that need attention.
Analyzes sales performance by day, week, month, customer, channel, and opportunity.
Explains margin changes and shows which orders, customers, or channels need review.
Summarizes revenue, open orders, shipped-not-invoiced work, discounts, and operating performance.
These agents analyze approved data, prepare reporting summaries, cite sources, and answer follow-up questions.
Customer Intelligence Agent
|
Summarizes service, order activity, and open issues in a report.
Highlights customers that may need attention.
Shows what moved since the last report.
Links the summary back to the report or system.
Sales Intelligence Agent
Pulls data from approved sources.
Daily, weekly, monthly, and customer sales
Explains what changed.
Growth, declines, and large opportunities
Shows the detail behind the number.
Customer, channel, and opportunity drill-downs
Compares sales by day, week, month, and year.
Breaks performance down by customer and channel.
Shows the deals and accounts that matter most.
Lets leaders ask what changed and why.
Margin Intelligence Agent
Margin, orders, channels, and customer data
Low-margin orders and channel changes
Source orders and customers that need review
Shows why margin improved or declined.
Surfaces orders that need review.
Compares margin across customers and channels.
Lets the team review unusual changes before sharing.
Financial Intelligence Agent
Shows revenue, open orders, and shipped work.
Shows actual performance against plan.
Highlights the issues leaders should review.
Turns reporting inputs into a clear business update.
Company-wide intelligence