AI Data Analyst LIVE DEMO
Partner Portfolio Intelligence — configured by Product Manager, powered by AI
This AI employee was configured by a Product Manager — no engineering required for the AI behavior layer.
System Prompt
150+ lines defining role, goals, 5 agentic events, scope boundaries, response format, and executive report template.
Capability Config
YAML file bundling prompt + tools + constraints. Defines which AI employee types can use this capability.
4 Tool Definitions
QueryClients, CheckActivity, CalculateHealthScore, GenerateExecutiveReport — each with parameters and response schemas.
Personality
Data-focused, direct, one action per response. Tone calibration for different scenarios (healthy vs at-risk).
5 Agentic Events
First activation, gone quiet (7-day), portfolio milestone (100 units/week), upsell signal (30/wk x 2wk), health score.
Scope Boundaries
Declines billing questions (redirects). Never compares partners by name. Never gives generic advice. Always names a specific client.