Beyond Static Dashboards: Meet the App Orchid Conversational Analytics Agent

From Dashboards to Dialogue. Long Live the Power of the Conversation.

For years, business intelligence has been trapped in a rigid cycle: business users need an answer, analysts build a dashboard, and by the time it’s delivered, the question has evolved. For the last few years, App Orchid customers have broken this cycle with our conversational analytics, Easy Answers™, asking questions and getting analytics generated in a dashboard format.

Thanks to the advent of ChatGPT, users have become very comfortable with a text first experience of getting business answers.

With the next evolution of Easy Answers™, we’re excited to introduce a unified experience that gives you the best of both worlds: the structure of Dashboard Mode and the flexibility of our new Conversational Analytics Agent.

One Platform, Two Modes of Discovery

Data isn't one-size-fits-all. Sometimes you need a reliable, monitoring view (a dashboard), and other times you need a deep-dive investigation (a conversation). Now, you don't have to choose.

1. Dashboard Mode: Build at the Speed of Thought

In Dashboard Mode, the focus is on permanence and structure. You can ask natural language questions—like "What is our maintenance spend by region?"—and instantly pin the resulting visualizations to a board. It’s the fastest way to build a monitoring deck, allowing you to go from zero to a fully populated dashboard in minutes, not months.

2. Conversational Analytics Mode: The Agent Experience

This is where the magic happens. Sometimes, a chart raises more questions than it answers. In Conversational Analytics Mode, you aren't just querying a database; you are collaborating with an AI Agent that understands your business.

This mode turns data analysis into a continuous dialogue. You can explore hypotheses, drill down into anomalies, and uncover root causes without ever leaving the chat interface.

How It Works: A Contextual Conversation With Your Data

The power of the Conversational Analytics Agent lies in its ability to maintain context. Unlike standard search bars that treat every query as a blank slate, our Agent remembers the "thread" of your analysis. ‍

The workflow:

• Ask a question: Start simple. ‍
  
  • User: "Show me the total work orders for last month." ‍
    
  • Agent: Can return a couple of lines, a table, an app or an insight – based on the complexity of the question. You can easily change visualization with a few clicks.
• Follow up naturally: You don't need to restate the subject. The Agent knows what you are talking about. It can even suggest follow up questions or ask questions to clarify what the user means. Don’t like the answer? You can give it feedback. ‍
  
  • User: "Filter that for Texas only." ‍
  • Agent: Automatically applies the location filter to the previous data set.
  • Branch away to investigate answers ‍
• Dig deeper with insights: ‍
  
  • Flip the question back to Analytics/Dashboard Mode at any time and enjoy the full, auto-generated analytics experience.‍
  • User: "Why is the cost so high there?" ‍
  • Agent: Triggers a Root Cause Analysis, identifying contributing factors (e.g., specific asset failures or weather events) and presenting them as insights, not just raw numbers.

Better Control for Better Answers  

When the App Orchid Platform processes a question, it can use one of three different LLM Modes. These modes determine the levels of certainty/accuracy the answers will have based on how the generative AI Large Language Model is being instructed to do certain operations:

• Controlled interprets only what is known to and can be validated by the ontology, flags unknown words or phrases. ‍
• Balanced allows limited flexibility and mild inference while staying grounded. ‍
• Freeform most open to broader reasoning and creative interpretation.

Every Easy Answers solution has a default LLM Mode selected at the solution level, and end-users cannot change the selected mode. However, power users with permissions to change these modes will see options to do so once a question has been answered (using the initial default mode).

The "Glass Box" Approach: Trust & Explainability

We know that in an enterprise setting, an answer is only as good as the trust you have in it. Generative AI is powerful, but "hallucinations" are a risk business leaders cannot afford.

The Conversational Analytics Agent is built on App Orchid’s Enterprise Knowledge Graph and Semantic Layer. This means:

• No black box: Every answer comes with traceability. You can click to see the exact data lineage and the logic the AI used to generate the response. ‍
• Grounded accuracy: The Agent doesn’t guess; it translates your question into precise SQL database queries using your company’s specific business semantics (stored in your Ontology).  ‍
• Security first: Your data remains within your enterprise boundary. The AI reasons across your data without exposing it to public models. ‍
• Transparency & trust: We show you the action plan for the agent, the SQL that it generates, reasoning, and data sourcing for every answer.

The future of analytics is about asking your data for insights. Whether you are building a dashboard for your Monday morning meeting or investigating a supply chain anomaly on a Friday afternoon, App Orchid’s new dual-mode experience gives you the right tool for the job.

Easy Answers Agent goes Mobile

Business doesn't just happen at a desk. The App Orchid Agentic Mobile App takes the power of Easy Answers and puts it in your pocket, transforming how workers and executives interact with data on the go.

• Digestible summaries: Mobile screens aren't made for detailed analytics or giant tabular responses. The app delivers zintelligent Text Summaries in response to your questions, giving you the bottom line instantly so you can act fast. ‍
• Threaded conversations: Just like the desktop experience, the mobile app maintains your history in context. It keeps the conversation threaded and even offers Smart Suggestions for the next logical question to ask, helping you dig deeper with a single tap. ‍
• Better answers with feedback: You can easily provide Feedback on answers directly within the app, ensuring the Agent becomes more specific and accurate to your needs over time. ‍
• Voice-first interface: Forget typing complex queries on a small screen. Simply tap the microphone and ask, "How is the plant performing today?" or "Pull up the sales figures for the client I'm about to meet." The Agent processes natural speech and delivers instant verbal and visual answers. ‍
• Designed for you: Stay updated with Configurable Notifications and view your data comfortably in any environment with full support for Light and Dark modes.

The future of analytics is conversational, contextual, and continuous. With Easy Answers™, App Orchid brings together the reliability of dashboards and the flexibility of AI-driven conversation in a single platform, letting teams monitor what matters, investigate what’s changing, and understand why—all in the moment. Whether you’re at your desk or on the move, analytics should work the way people think: by asking questions, following curiosity, and getting trusted answers when it matters most.

App Orchid’s new multi-modal experience ensures you have the right answer, at the right time, everywhere. Let's talk.

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