AskCorral Agent · Live in every account
AskCorral Agent: your AI data team, available 24/7
AskCorral Agent builds your dashboards, explains what your data means, and recommends what to do next — all from a single conversation.
From request to production-ready dashboard in minutes. No SQL. No data team required.
Which marketing channels bring in our highest-converting patients? Build me a dashboard and do something about it.
Analyzing conversion data and building your board...
Schema explored
Datasets created
SQL validated
Queries executed
Widgets built
Dashboard created with 6 widgets across 2 reusable datasets:
ROAS by Channel (bar)
Lead-to-Consult Conversion (funnel)
Cost Per Acquisition (line)
Channel Mix by Revenue (pie)
Key finding: Patients from RealSelf convert at 2.4x the rate of general search with a $3,200 higher average case value. This channel is currently only 8% of your ad budget.
Reverse ETL: Acting on the insight...
High-converting patient profiles synced to Meta as lookalike audience
RealSelf lead scores updated in Salesforce
Budget reallocation recommendation sent to marketing team
Your highest-converting audience profiles are now live in Meta and Google for targeting. Salesforce lead scores updated to prioritize RealSelf inquiries.
↓ View dashboard · Adjust audience criteria · Schedule weekly sync · Generate Instant Insights
300k+
Reports built
2M+
Questions answered
600+
Integrations
What is AskCorral Agent?
AskCorral Agent is an AI data agent built into the CorralData platform. Unlike a BI copilot that helps you do the work yourself, AskCorral Agent does the work for you. Tell it what you need in plain English: a dashboard for the exec team, an explanation of why revenue dropped last quarter, a recommendation on which customers to prioritize. It delivers. No SQL. No data team dependency. No waiting. It connects to your warehouse, understands your business context, and acts as a data engineer, analyst, and strategist in one conversation.
Three capabilities. One agent.
It builds. It explains. It advises.
Most BI tools stop at showing you what happened. AskCorral Agent tells you what to do about it — and then does it. Every person on your team gets real answers from your data, instantly, without writing a single line of SQL.
No technical work required
Builds
Describe what you need — a dashboard, a report, a targeted fix, or a full end-to-end build — and AskCorral Agent delivers production-ready results. It handles schema discovery, SQL generation, validation, and widget creation automatically. No technical knowledge required, no back-and-forth with a data team.
Answers, not just numbers
Explains
When you ask why a metric changed, AskCorral Agent analyzes the underlying data, identifies the drivers, and explains what happened in plain English, including which segments, channels, or time periods contributed most. It doesn't just build you the chart; it tells you what the chart means.
From data to decisions
Advises
AskCorral Agent goes beyond reporting to tell you what to do about what it finds. Which patients are due for rebooking? Which providers are underperforming? Which marketing channels drive the most new patient appointments? You get a specific, data-backed recommendation, not just a number to interpret on your own.
What AskCorral Agent does every day
"What's our patient acquisition cost by referral channel?"
"Build a provider productivity dashboard across all locations"
"The Total Revenue widget is showing the wrong number — find out why and fix it"
"Which treatments have the highest rebooking rate?"
"Audit all my boards and flag any broken queries or data issues"
"What's our consult-to-procedure conversion rate by location?"
"What's our patient acquisition cost by referral channel?"
"Build a provider productivity dashboard across all locations"
"The Total Revenue widget is showing the wrong number — find out why and fix it"
"Which treatments have the highest rebooking rate?"
"Audit all my boards and flag any broken queries or data issues"
"What's our consult-to-procedure conversion rate by location?"
"Which locations are underperforming against targets this month?"
"Add a widget showing revenue per provider per day"
"What should we focus on to hit our revenue target?"
"Build a new patient acquisition dashboard with cost, conversion, and retention"
"Which marketing channels drive the most new patient appointments?"
"Show me injectable purchasing trends across all brands for the last 12 months"
"Which locations are underperforming against targets this month?"
"Add a widget showing revenue per provider per day"
"What should we focus on to hit our revenue target?"
"Build a new patient acquisition dashboard with cost, conversion, and retention"
"Which marketing channels drive the most new patient appointments?"
"Show me injectable purchasing trends across all brands for the last 12 months"
See it in action
End-to-end execution
Real product. Real dashboards. Here's what AskCorral Agent actually looks like when it's working.
Build
Full dashboards from a single prompt
Describe what you need and AskCorral Agent builds a complete, multi-widget dashboard with reusable datasets. No tickets, no SQL.
Modify
Edit any widget in plain English
"Add a monthly comparison" or "filter to just Q1" and the agent updates the widget in place. No rebuilding.
Analyze
AI that actually knows your data
AskCorral Agent maps your tables, columns, joins, and business logic before writing a single query. Technical users can inspect and modify the SQL directly.
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Act
Push insights to your platforms
Reverse ETL syncs audiences, lead scores, and triggers to Google Ads, Meta, Salesforce, HubSpot, Klaviyo, and 200+ more. Close the loop from insight to action.
How it works
From prompt to production
to activation
AskCorral Agent writes SQL, validates it, builds the dashboard, surfaces the insight, and pushes data back to your platforms to act on it.
1
Ask
Plain English. Any question.
2
Analyze
Schema-aware SQL generation
3
Recommend
Insights, not just charts
4
Act
Push to 200+ tools
Ask a question. Get a live dashboard.
Type a question or describe a dashboard in plain English and AskCorral Agent fetches, analyzes, and visualizes the answer. Ask about patient acquisition costs, provider productivity, treatment conversion rates, or anything else in your data. Supports 22 languages.
- No SQL, no setup, no ticket
- Don't know what to ask? AskCorral Agent surfaces the best questions for your account
- Conversational follow-ups keep full context
"Build me a new patient acquisition dashboard for Q1 with cost per lead, consult conversion, and rebooking rates by location."
Request parsed — 3 metric categories identified
Exploring schema — 12 relevant tables found
Running
Deep schema awareness. No guessing.
AskCorral Agent explores your data warehouse before writing a single query. It maps your tables, columns, joins, and business logic first, so every result is validated against your real schema, not guessed.
- Writes, lints, and validates SQL automatically
- Identifies the "why" behind metric changes
- Every query checked against chart type requirements
Schema explored — tables, joins, metrics mapped
Done
Datasets created — 2 reusable datasetsed
Done
SQL validated — linted, type-checked
Done
Building 6 widgets — in parallel
Running
AskCorral Agent tells you what to do next.
AskCorral Agent doesn't just show you a dashboard and walk away. It analyzes your metrics, identifies what's working and what isn't, and gives you specific, data-backed recommendations. Which providers are underperforming? Which channels are driving the best patient acquisition cost? It tells you what the data means and what to do about it.
- Generates narrative insights from any dashboard
- Identifies the "why" behind metric changes
- Specific, data-backed recommendations
Dashboard built — 6 widgets across 2 datasets
Done
Key finding — RealSelf patients convert at 2.4x the rate of search
Recommendation: Shift 12% of ad budget to RealSelf
Alert: 3 locations below consult conversion target
Push insights to your platforms. Close the loop.
Insights are useless if nobody acts on them. CorralData's Reverse ETL pushes data back to the tools your team uses every day, i.e., Google Ads, Meta Ads, Salesforce, HubSpot, GoHighLevel, your EMR, Klaviyo, and more. 200+ destinations supported.
- Sync patient audiences to Google Ads and Meta for lookalike targeting
- Update lead scores in your CRM when consultation inquiries come in
- Trigger follow-up campaigns for patients due for rebooking
- Feed budget recommendations downstream when a channel outperforms
Audience synced — high-converting patient profiles → Meta Ads
Synced
Lead scores updated — 142 consultation inquiries → HubSpot
Synced
Re-engagement triggered — 87 patients due for follow-up → Klaviyo
Synced
Budget alert sent — RealSelf reallocation → marketing team
Synced
The shift
Stop requesting reports. Start acting on your data.
CorralData with AskCorral Agent isn't just a better analytics tool. It's a fundamentally different way of working with your data — one where the platform handles the execution, not your team.
Without AskCorral Agent
You do the work
✕
Build a report in your BI tool, then redo it from scratch every time your question changes
✕
Ask your data team for an analysis, wait days, and get a chart that doesn't quite answer your question
✕
Stare at a dashboard full of numbers with no explanation of what they mean or what to do next
✕
Spend hours rebuilding dashboards every time your schema changes
With AskCorral Agent
AskCorral Agent does the work
"Build me a full marketing performance dashboard." Complete, production-ready dashboard in minutes.
"Why did my CAC spike?" A traced, validated answer — not just a chart to interpret on your own.
Debug a broken widget, audit your entire dashboard set, or onboard a new client — all in one conversation.
Anyone on your team gets real answers from your data instantly. No SQL, no waiting, no ticket.
Not all AI is created equal
Standard AI tools vs. AskCorral Agent
Standard AI Tools
AskCorral Agent
Data access
Generic LLM with no data connection
Connected to 600+ data sources or your warehouse
SQL
You write it
Writes, lints, validates, and executes for you
Output
Text answers
Live, interactive widgets on your dashboards
Schema awareness
No understanding of your data
Deeply aware of tables, columns, joins, and logic
Context
Stateless, no memory of your setup
Knows your boards, datasets, filters, and instructions
Who can use it
Requires technical users
Anyone asks in plain English
Execution speed
Sequential, one-at-a-time
Parallel execution for multi-widget dashboards
What happens after the insight
Stops at the chart. You figure out the rest.
Reverse ETL pushes data to your platforms to act on it
Enterprise-ready
🏥
HIPAA Compliant
📋
BAA Available
🌍
GDPR Ready
🛡️
Data stays in your warehouse
🔒
Zero data retention by LLMs
Trusted by teams at
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As a multi-brand, multi-location organization, understanding performance across practices was once challenging. Now, CorralData gives us consolidated, real-time reporting that allows us to effortlessly track, analyze, and improve outcomes for every brand and location.
- Kieren Dwyer, Head of Growth, Advanced Medaesthetic Partners (AMP)
FAQ
Common questions about AskCorral Agent
What is AskCorral Agent?
AskCorral Agent is an AI data agent built into CorralData. Unlike a BI copilot that helps you do the work yourself, AskCorral Agent does the work for you: it builds dashboards, explains what your data means, and recommends what actions to take next, all from a plain-English conversation.
How is this different from a BI copilot?
A BI copilot assists you — it autocompletes SQL, suggests chart types, answers questions. AskCorral Agent acts for you. It can build a complete, production-ready dashboard from a single request, explain why a metric changed, and tell you specifically what to do next. You don't need to know SQL or data modeling to get full value from it.
What can AskCorral Agent actually build?
AskCorral Agent can build complete dashboards with multiple widgets, add individual charts or KPIs to an existing board, create new boards for specific use cases, and modify any existing metric or visualization — all from a plain-English description of what you need.
Can it connect to our existing data warehouse?
Yes. CorralData connects to your existing warehouse (Snowflake, BigQuery, Redshift, Databricks, and more) and syncs business tools via Fivetran. AskCorral Agent has full context of your schema, your metrics, and your KPIs, so every answer is specific to your business, not generic.
How does AskCorral Agent explain data?
When you ask why a metric changed, AskCorral Agent analyzes the underlying data, identifies the drivers, and explains what happened in plain English, including which segments, channels, or time periods contributed most. It doesn't just show you the chart; it tells you what the chart means.
What does "advises" mean — can it recommend actions?
Yes. AskCorral Agent goes beyond reporting to tell you what to do about what it finds. It can identify patients due for follow-up and recommend which ones to prioritize, flag providers whose conversion rates are trending down, or surface which marketing channels are underperforming and propose where to reallocate budget. You get a specific, data-backed recommendation, not just a number to interpret on your own.
Can AskCorral Agent take actions outside CorralData?
Not today, but the platform is built for it. AskCorral Agent operates within CorralData: it reads your warehouse, builds dashboards, and recommends what to do next. Executing those recommendations in external tools (i.e., syncing segments to Salesforce, triggering campaigns in Klaviyo, updating records in your EMR) is handled by CorralData's Reverse ETL capabilities, which work alongside AskCorral Agent to close the loop. Connecting AskCorral Agent's recommendations directly to those execution tools is on the roadmap. Learn about Reverse ETL →
Is my data secure with AskCorral Agent?
Yes. CorralData is HIPAA compliant, GDPR ready, and we sign BAAs with every healthcare customer. Your data stays in your warehouse — AskCorral Agent queries it without moving or storing raw records. All conversations and queries are encrypted in transit and at rest. Zero data retention means no LLM ever stores or trains on your data. Read our full security overview →
How do I get started?
AskCorral Agent is available inside every CorralData account. Connect your warehouse, brief AskCorral Agent on your business context and KPIs, and start asking questions. Most teams have their first dashboard built in under 10 minutes. Book a demo to see it with your own data →