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Evidence-based answers, explicit data gaps, and recommended next actions grounded in your records.
Growth Analyst is an AI agent that answers revenue operations questions by querying your actual data — leads, conversations, pipeline, campaigns, revenue, integrations — and returning evidence-based answers with explicit citations.
**It is:** A reasoning layer over your operational data. **It is not:** A crystal ball, a data generator, or a replacement for human judgment.
| Category | Example Questions | |----------|-------------------| | Pipeline | "Which stages have the highest drop-off this quarter?" | | Leads | "What's our hot lead response time by rep?" | | Attribution | "Which campaigns produced the most qualified leads last month?" | | Conversations | "What are the top objection themes in closed-lost deals?" | | Revenue | "What's our CAC payback by channel?" | | Risks | "Which deals have been in proposal > 14 days?" | | Integrations | "Which Meta ad accounts haven't synced in 48 hrs?" | | Team | "Who has the most at-risk deals?" |
Every answer includes: - **Citations** — Exact records queried (lead IDs, deal IDs, conversation IDs, campaign IDs) - **Data freshness** — When each source was last synced - **Confidence** — High / Medium / Low based on data completeness - **Gaps** — Explicit statement of what data is missing
**Example:** > "Your proposal-to-close rate is 23% (14/61 deals). Based on deals closed in Q3. *Gap: 12 deals missing proposal-sent timestamp — rate may be higher.*"
Growth Analyst does not hallucinate. It: 1. Parses your question into intent 2. Plans which tools to call (SQL, API, vector search) 3. Executes queries against your live data 4. Synthesizes findings with citations 5. Returns answer + evidence + gaps
**Tools available:** - Lead/contact search - Pipeline/deal queries - Conversation search - Campaign/attribution queries - Revenue/analytics queries - Integration health checks - Risk/alert queries - Audit log search
**Strict tenant isolation:** Growth Analyst only accesses data in your organization. Cross-tenant queries are impossible by design.
**Tool permissions mirror your role:** - Viewer → Read-only queries - Analyst → Read + analytical queries - Sales Rep → Own leads/conversations + team aggregates - Manager → Team data + coaching insights - Admin → All organization data
**No tool bypasses RBAC.** Every query is scoped to your membership and permissions.
When data doesn't exist or is too sparse:
**Growth Analyst will:** - State clearly what's missing - Suggest what to instrument - Offer proxy metrics if available - Recommend manual investigation paths
**Growth Analyst will NOT:** - Invent benchmarks from "industry averages" - Extrapolate from 2 data points - Present assumptions as findings - Hide uncertainty behind confident language
**Recommendations are explicit and actionable:** - "Reduce proposal stage duration: 3 deals stuck > 21 days. Suggest adding mutual action plan template." - "Meta Ads account 'Acme_Corp' unsynced 72 hrs. Reconnect to restore attribution."
**High-risk actions require human approval:** - Bulk lead reassignment - Campaign budget changes - Automation rule modifications - Data deletion/merge operations
**Approval flow:** Analyst proposes → Human reviews → One-click execute or modify.
| Limitation | Mitigation | |------------|------------| | Only knows what's in your data | Instrument rigorously; connect all sources | | No external market data | Provide context in your questions | | No predictive modeling (yet) | Use as diagnostic, not forecast | | Can't execute high-risk actions | Approval gate on sensitive tools | | SQL generation may hit complexity limits | Break complex questions into steps | | Vector search limited to indexed content | Ensure conversations/docs are indexed |