Use Case: Business Analyst Agent
Overview
The Business Analyst Agent in Clario is designed for structured, query-based insights.
It handles natural language questions that can be answered through SQL-style logic, descriptive summaries, or simple aggregations.
This agent is ideal for quick decision-making and business intelligence tasks, where speed and clarity matter more than deep technical computation.
It transforms everyday questions into accurate, database-level answers instantly.
What It Does
Runs SQL-like queries on your uploaded datasets automatically
Provides summaries, groupings, and trend reports
Handles descriptive analytics and tabular insights
Supports numeric and categorical comparisons
Collaborates with the Plotter Agent to visualize summaries
The Business Analyst Agent focuses on understanding structure within your data rather than performing complex modeling or computation.
It helps you extract insights, identify patterns, and make informed decisions quickly.
How to Use
Upload Your Data
Upload CSV or XLSX files that contain structured data like sales, finance, or customer information.Ask a Business Query
Type a natural question like
“Show me total revenue by region” or
“Which month had the highest customer growth?”Automatic Query Conversion
The General Agent routes your request to the Business Analyst Agent, which converts it into an SQL-style query and executes it instantly.View Results
The agent returns a summarized table or result, and if appropriate, automatically triggers the Plotter Agent to create a quick visualization.
Example Workflows
Sales Summary
Query:
“Show total and average sales by product category.”
Result:
The agent calculates and returns the aggregated sales metrics, followed by a chart from the Plotter Agent.
Performance Snapshot
Query:
“Compare quarterly profit across all departments.”
Result:
Returns a simple summary table with comparative percentages and optional visualization.
Customer Overview
Query:
“List top 10 customers by total purchase value.”
Result:
The agent sorts and filters customer data, producing a concise summary ready for reporting.
Why It’s Powerful
Converts plain questions into data insights instantly
Uses SQL-like reasoning without requiring query writing
Perfect for quick summaries and business reports
Integrates with Plotter Agent for instant visualisations
Ideal for business professionals who need data answers fast
Summary
The Business Analyst Agent acts as Clario’s querying engine for quick, structured insights.
It makes business data exploration effortless through natural language interaction, while still providing accurate, table-ready results.
Whether you are tracking performance, monitoring trends, or generating quick summaries, this agent turns your data into immediate clarity.
