Meet Proactive Agents:
Your Always-On Virtual Data Analyst
Augment your data team with 24/7 monitoring, anomaly detection, and automated insights — so your analysts can focus on what really matters.
What are Proactive Agents
Proactive Agents are virtual data analyst colleagues built into the WisdomAI platform. They continuously monitor your key metrics, detect anomalies, and deliver insights directly into your workflow.They’re not here to replace your team — they’re here to augment it. Think of them as an extra analyst who never sleeps.
Unlimited metrics, unlimited agents
Proactive agents are not limited by the number of metrics you want to track or how many agents you want to run. They scale as your business scales. With Proactive Agents, there are no limits.
Easy to build with natural language
Creating a Proactive Agent is as simple as typing: “track my monthly revenue and alert me it drops by 10%”. No coding or complex setup required.
Works for you 24/7
Continuously tracks metrics in the background without manual queries and learning from historical patterns and trends.
Acts automatically
Whether you need a simple alert in Slack and Email (currently available), a weekly report created, or a different action, the possible actions for Proactive Agents are endless and more are coming (API, meeting scheduler).
Delivers the insights you need
With Proactive Agents, you can automate a thorough analysis and weekly reporting by exploring multiple aspects of the data and providing comprehensive insights.
Works with your business context
Proactive Agents incorporate business context, semantics, metadata, and other data points documented in the Knowledge Fabric, a context layer for the company’s data.
Why Proactive Agents Matter
WisdomAI’s Knowledge Graph unifies data and context for precise, actionable answers.
Reclaim Time
Automate KPI monitoring and repetitive reporting
Act Faster
Spot issues in real time — not days later
Scale Capacity
Monitor unlimited metrics without growing headcount
Empower Analysts
Free human analysts to focus on strategy, judgment, and storytelling
Built for the Real World
The use case for WisdomAI’s Proactive Agents are endless - whether it is monitoring revenue data, customer churn, operations metrics, product usage and so forth. Here are some examples how our customers have used Proactive Agents:
Sales & Revenue Teams
Alert reps when pipeline health drops, and automatically create follow-up tasks in Salesforce
Customer Success Teams
Flag churn risks before QBRs and send health reports straight to Slack
Operations & Finance
Detect SLA breaches or cost overruns and generate Jira tickets for resolution
Marketing & Product Teams
Create a weekly report of new meetings and pipeline created from marketing sources or show the adoption of certain features over time.
How Proactive Agents Work
Set a trigger
“Alert me when churn spikes 10%.”
Define the workflow
Fetch → Analyze → Apply rules
Act decisively
Alert via Slack/email, update Salesforce, or create Jira tickets
What Customers Are Saying
“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.”
