Ask
Put a client-specific business question to the Agent in ordinary language.
The Analyst Agent
Ask the business question. Test the answer.
Ask The Analyst Agent what a decision means for this client, then compare the scenarios behind its answer. It works from the client's Deep Intelligence, so the conversation starts with business context rather than a blank prompt.
The AnalystFull access to client, strategy, financials and signals
Advisor portal◌ Discussion◉ Listen
Hands-free Q&A with The Analyst.
Tap to startTap the orb and start talking.
Your conversation will appear here.
Illustrative portal view. Voice conversations take place after sign-in.
The workflow
From question to next move.
Analyse
The Agent brings the relevant Deep Intelligence and modelling methods to the question.
Test
Change the pace, capacity or other assumptions and compare the resulting paths.
Decide
Inspect the answer and its evidence before taking a recommendation to the client.
Inside the advisor portal
Ask in chat. Keep the client context.
The Analyst can answer within a client workspace or look across your advisory book. The conversation, suggested next questions and voice modes use the same restrained portal interface.
Book a WalkthroughThe AnalystFull access to client, strategy, financials and signals
Which clients need my attention today?
Let's look across your advisory book for changes in performance, cash, actions and other signals that need a closer look.
What changed since the last review?Where should we start?
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Illustrative portal view. Client intelligence is available after sign-in.
A useful first question
Move from an answer to a decision.
The answer is a starting point for advisor judgement. Ask why cash tightens in one scenario, what has to be true for another to work, and which evidence would change the recommendation.
- Compare the implications of different execution speeds
- Trace material assumptions back to the client context
- Carry a tested decision into a reviewed report or action plan
One intelligence base
The context follows the work.
Deep Intelligence connects the question to the same strategic, financial and operational understanding used in diagnosis, forecasting and monitoring. The advisor can refine the question as new information arrives.
- Explore the effect on profit, cash and capacity
- Ask a contrary question about a promising plan
- Return to the question after the client's position changes