Ops dashboard
$90.7kLast month
Operational data workspace
InsightPilot turns database questions into reusable business answers.
Ask plain-English questions, route them through approved database agents, review validated SQL, and keep useful answers as sources, dashboards, and exportable reports.
- Chats to reports
- Save answers into a local library
- Managed agents
- SQL Server, Postgres, MySQL, MYOB, Xero, Zoho
- Provider store
- Codex, Ollama, OpenAI and more
Which customers ordered last month and should be reviewed?
Routing to Postgres agent
Top customers for last month are ready. The generated query was checked as read-only before execution.
CustomerOrdersTotal
Acme Group18$42,180
Northline11$29,640
BrightCo9$18,905
Save source
Add to dashboard
Export
Report blocks
Markdown + saved-source output, refreshed server-side and exportable as MD, TXT, HTML, or PDF.
Store
MS SQL Serverrunning
Xeroready
MYOBready
Zohoready
OpenAIdefault
Codexenabled
* Simulated image. Actual desktop will depend on your requirements.
Current workspace
A working loop from question to reusable output
InsightPilot is not just a chat box. The product keeps conversations, query outputs, dashboards, reports, sources, setup, and provider configuration in one browser workspace.
Ask and inspect
Chat requests stream progress, show operational traces, return readable answers, and expose SQL and table results when database agents are used.
Save and reuse
Useful results can become saved sources, dashboard sections, or report blocks without losing the original question, answer, SQL, or table view.
Build deliverables
Dashboards combine source and Markdown blocks. Reports render server-side, refresh their sources, and export as Markdown, text, HTML, or PDF.
How it works
From governed setup to business-facing output
Add agents
Create managed data agents for SQL Server, Postgres, MySQL, MYOB, Xero, or Zoho from the Store, or register external HTTP agents.
Select tables
Choose the tables each database assistant can use, then generate schema context from approved sources only.
Ask questions
The API server orchestrates routing, retries, agent calls, direct answers, and concise status traces.
Publish outputs
Keep chat history, sources, dashboards, and reports in the local library for repeated operational workflows.
What is included
Built for internal operators and technical owners
The current product combines a Go API server, React browser UI, managed database agents, a provider Store, saved library items, and a terminal CLI for teams that need useful answers without hiding operational controls.
Browser chat with streamed progress and trace events
Searchable library for chats, dashboards, reports, and sources
SQL result tables, exports, and dashboard/report actions
Block-based reports with server-side rendering and refresh
Dashboard sections with Markdown and saved-source blocks
Store tabs for managed agents and LLM providers
Provider support for Codex, Ollama, OpenAI, Anthropic, Gemini, Mistral, Groq, and OpenRouter
Light, dark, and system theme support using current product assets
Hosted setup
Configurable without turning every user into an admin
Technical owners can manage providers, agent instances, prompts, context documents, and workspace settings while day-to-day users stay focused on questions and deliverables.
Provider Store
Add, configure, test, enable, disable, set defaults, and delete LLM providers. Keys are protected and masked in API and UI responses.
Managed data agents
Launch database agents from templates. Managed agents can use the API server provider store for SQL generation and summarisation.
Trust and control
Guardrails for operational data access
Read-only validation
Database agents reject write operations, procedural execution, comments, unknown tables, and risky unbounded result lists.
Approved schema context
Teams select available tables before schema context is generated, so agents work from intentionally exposed database structure.
Operational visibility
Status checks, audit logs, setup screens, editable context, and agent documents keep configuration and troubleshooting visible.
Deployment controls
Bearer token support, read-only database accounts, managed provider settings, and controlled workspace storage fit internal environments.
Ready for a walkthrough?
See how InsightPilot can turn existing operational data into chats, dashboards, reports, and reusable sources.
Tell us where to reach you and what kind of data workspace you want to evaluate. The CRM handoff is stubbed for now and can be connected when the CRM exists.