Introduction of Proactive Agents

Every data team knows the feeling: endless dashboards to refresh, recurring KPI checks, ad hoc requests piling up, and the constant pressure to move faster than ever. But what if your team had an extra set of hands? What if every analyst suddenly had a virtual data analyst colleague -tirelessly watching metrics, surfacing anomalies, and preparing analysis - so the human team could focus on strategy and judgment. That’s why today we are thrilled to introduce Proactive Agents, a new step toward WisdomAI’s vision of a true AI data analyst that works 24/7 that can take on mundane tasks and augment any data team. Proactive Agents are not here to replace analysts. They’re here to support your data team, act as an extra helper, and scale your capacity without scaling your headcount.

How Our Proactive Agents Work

Setting up a Proactive Agent is simple:

1. Speak naturally: Tell WisdomAI what matters to you: “Alert me when churn spikes”, “Watch for SLA breach”. No complex queries, just plain language.
2. Trigger intelligently: Run analyses on your schedule, connect via API, or trigger a few hours before every customer call.‍
3. Act decisively: Make API calls, or just send an alert & recommended actions via email or Slack to your team!

Over time, your agent learns what’s normal and only interrupts when there’s a real anomaly worth your time. No more endless refreshes. No more chasing down reports.

Benefits of WisdomAI’s Proactive Agents

Proactive Agents transform the way teams work with data:

• Reclaim your time: Eliminate hours of manual KPI monitoring and repetitive reporting so that you can focus on strategic projects.
• Move with your business: Spot and resolve issues in real time, not days later. Your business never sleeps, neither should your analytics.
• Scale without limits: Monitor every metric that matters without overwhelming your team or budget.

Think of it as your personal AI data analyst that helps your team and employees 24/7.

How It Fits Into the Platform Picture

Proactive Agents are not a standalone feature—they’re part of WisdomAI’s broader vision: to build the world’s AI-first intelligent data insights platform.

• Ask questions in our Chat interface and get instant answers on your data.
• Dive deep into your data for complex, open-ended questions through our Deep Analysis feature.
• Visualize all your metrics with our Stories when traditional dashboards are needed.
• And now, with Proactive Agents automate mundane or tough to scale tasks such as preparing recurring comprehensive reports, tracking metric anomalies, or alerting stakeholders on metric changes.

Together, these capabilities bring WisdomAI’s vision to life: an AI data analyst in your pocket that works for you around the clock.

Early customers are already seeing the impact

“With Proactive Agents, analysis that used to take an analyst thirty minutes or more now happens automatically. It saves us hours every week and, more importantly, gives us instant visibility into insights and trends we sometimes would discover weeks too late.”

“Before WisdomAI, the bottleneck was human capital—how many analysts we had and how fast they could work. With Proactive Agents, there are no limits. The analysis and insights just scale automatically.”

Victor Garate
Director of Business Intelligence
Homestory

Looking Ahead for WisdomAI’s Proactive Agents

We’re just getting started with WisdomAI's Proactive Agents. In the months ahead, this module of WisdomAI's Agentic Data Insights platform, will expand with new triggers (calendar-aware briefings, system events) and new actions (Salesforce, Jira, and more).

Read more about WisdomAI's Proactiv Agents on our product page.

Interested in seeing Proactive Agents in action?

Request a demo now to learn more about the WisdomAI AI-First Agentic Data Insights platform!