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AI agent development · Data & Research

An AI data agent that turns your data into answers.

A custom AI data and research agent that answers business questions from your data in plain language, builds the recurring reports and digs through information — so your team gets insight on demand instead of waiting in the analytics queue.

Get a free agent fit checkSee a day with it
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A day with it

A day with your AI Data Agent

No dashboards to learn. This is what you and your customers would actually see on an ordinary day. The details are illustrative; the pattern is the point.

  1. 07:00
    Monday report, already in your inbox
  2. 10:15
    You ask in plain words
  3. 10:15
    Answered in a minute, with the working
  4. 14:50
    It noticed something
  5. 18:30
    Your evening summary
Data & Research agent · today
5 moments
Monday report, already in your inbox07:00

Sales, collections and stock by region, with last week compared to the week before, built from your live data.

Weekly reportSent 07:00
You ask in plain words · 10:15
“Why did north-region revenue drop last week?”
Answered in a minute, with the working10:15

Down 12%. Two-thirds is one account that placed no order; the rest is a lower average order value in Dehradun. Query attached.

3 tablesTop driver found
It noticed somethingNeeds you14:50

Returns in one category doubled this week. The agent flagged it to you before the month closed.

InvestigateDismiss
Your evening summary18:30

37 questions answered for 11 people today. The analytics team spent the day on the forecasting model instead.

What changes

What changes for you

Today
With the agent
Every question becomes a ticket for the data team.
Ask in plain words, get the number and the working.
The weekly report is built by hand every Monday.
It is in your inbox at 7 am, from live data.
Problems are found after the month closes.
What changed is flagged the day it changes.
No tech needed

How it fits into your day, in plain words

01

It watches where the work comes in

Your inbox, WhatsApp, website forms, phone line or shared folders: wherever the requests arrive today, the agent is connected to it.

Replied to the customer
Booked the meeting
Updated the CRM
02

It does the routine part itself

Answers, books, posts, chases and logs, using your own information and the systems you already use. No new software for your team to learn.

Refund above your limit. OK to send?
ApproveEdit
Evening summary: 128 handled, 2 needed you.
03

It asks you only when it needs you

Anything sensitive, unusual or above a limit you set waits for a person. You get a short summary of what it did, every day.

Use cases

When you need an AI Data Agent

Faster decisions without waiting on an analyst. These are the situations where this agent pays for itself, and what we build for each.

Retail & E-commerce

Every question goes into the analytics queue

You know it when

Managers wait days for a simple number because every ask becomes a ticket for the data team.

What we build

A data agent that answers in plain language from the warehouse and shows the query behind it.

Finance & Operations

Monday reports built by hand

You know it when

The same weekly deck is assembled from exports and screenshots every week.

What we build

Recurring reports generated and delivered automatically, with the numbers explained.

Any sector

Problems found after the month closes

You know it when

Anomalies in sales, churn or spend surface only when someone happens to look.

What we build

Monitoring that surfaces what changed and why, before it is a problem.

Recognise your situation?Get the free agent fit check
01What it does

What the Data Agent does, day to day.

Turns your data into reports, answers and insight on demand.

  • Answers in minutes, not the analytics queue
  • Recurring reports built automatically
  • Decisions backed by your real data
  • Anomalies surfaced before they hurt
  • Auditable, explained outputs
WarehouseDatabasesBI & sheetsAnswerReportAlert
See the full AI workforce
Data agent · ask your data
Explained
Why did north-region revenue drop last week?
North revenue was ₹1.84 Cr, down 12% week on week. Two-thirds of the drop is one account (Shivalik Traders) that placed no order; the rest is a 9% fall in average order value in Dehradun. Order counts were flat. Query and sources attached.
SQL · 3 tablesCompared 2 weeksTop driver: 1 account
Read-only access · warehouse: BigQuery

Ask your data anything

Answers business questions in plain language from your databases and warehouses, no SQL required.

Build recurring reports

Generates the daily, weekly and monthly reports your team assembles by hand, automatically.

Research and synthesize

Pulls together information across sources into a clear, sourced summary for a decision.

Surface what changed

Flags anomalies, trends and the numbers worth paying attention to before you have to ask.

Explain its work

Shows the query, the source and the reasoning, so the output is auditable, not a black box.

Fit your stack

Connects to your warehouse, BI tools and data sources with the right access and guardrails.

How we build and deploy it

  1. 01
    Connect your data
    We connect your warehouse, databases and BI sources and model the metrics that matter to you.
  2. 02
    Ground & constrain
    Configure the agent to query your real data and explain its work, so outputs are accurate and auditable.
  3. 03
    Reports & guardrails
    Set up the recurring reports, access control and the questions it is trusted to answer autonomously.
  4. 04
    Deploy & refine
    Go live, then refine the metrics, definitions and reports on real usage.

Governed by design

The agent runs the routine autonomously. You keep control of the rest, by design, not by hope.

  • Scoped read/write access per system, with approvals on sensitive actions
  • Grounded on your approved content, so it escalates instead of guessing
  • Every action logged and reviewable; you see exactly what it did
  • Permission-aware answers that respect who can see what
  • Deployed in your cloud or on-premise for data residency
  • Full model, code and IP ownership, no lock-in
Start here

Get a free agent fit check.

Tell us the work your team does by hand and the systems it touches. We come back with a written read on whether an AI Data Agent fits, what it needs from your data and integrations, and what it takes to ship.

Request the fit checkNo commitment. Senior engineers, not sales.
You send
  • The repetitive work, in a paragraph
  • The channels and systems it touches
  • What a good outcome looks like
You get
  • Whether this agent fits, and what else would
  • What we need from your data and integrations
  • A phased plan with a ballpark estimate
The workforce

The rest of the AI workforce

All AI agents
SupportAI Support AgentResolves customer queries across chat, email and WhatsApp, 24/7.SalesAI Sales AgentFollows up every lead in seconds, qualifies and books meetings.OperationsAI Workflow AgentAutomates repetitive work across your CRM, ERP and documents.KnowledgeAI Knowledge AgentAnswers accurately from your documents, with sources.VoiceAI Voice AgentHandles inbound and outbound calls that sound human.

AI Data Agent: common questions

Can it query our actual database?

Yes. We connect it to your warehouse or databases so it answers from your real data, and it shows the query and source behind each answer so you can trust and verify it.

Is it accurate enough to make decisions on?

We ground it on your defined metrics, constrain it to your data, and make it explain its reasoning and sources. It is built to be auditable, and to say when it is unsure rather than guess.

Does it replace our analysts or BI tools?

It handles the repetitive questions and recurring reports so your analysts focus on the hard, strategic work. It complements your BI stack rather than replacing it.

What data sources does it support?

Warehouses like BigQuery, Snowflake and Redshift, SQL databases, and BI and spreadsheet sources, with secure, permissioned access.

Do you build custom agents, or sell a product?

We build them custom. Levitation is an AI development company: we design and build AI agents around your data, your systems and your rules, and hand over full ownership. You are not renting a generic SaaS tool.

What do we own at the end?

You own the models, the code and the IP, grounded on your data and running in your environment. No lock-in.

Ready to put an AI Data Agent to work.

Tell us the work and the systems it touches. We will give you an honest read on fit, and what it takes to ship it.

Book a callNeed a custom model or ML instead? See AI development