Insights Agent
Find the answer. Skip the report hunt.
Less searching. More understanding.
Ask it in your own words
Ask about the clinic measure, period or location that matters.
Know what is behind the number
Inspect the figures, dates and definitions behind the answer.
Follow the answer, not another report
Compare periods and explore what changed through a follow-up.
Create reports and KPIs
Create a report to revisit, or a KPI with a target you confirm.
Get to the answer while the question is fresh.
A sales dip. A busier location. A question from your team. Explore the figures, compare periods and turn the answer into a report or a KPI you can keep tracking.
Ask it in your own words
Start with a question such as ‘How do sales compare across our locations this month?’ Insights Agent queries the clinic data you can access and brings the result into the conversation.
- Ask about sales, bookings or a supported clinic measure.
- Set the period and location you want to investigate.
- Refine the question without rebuilding the context.
Know what is behind the number
Know what a figure includes before you use it. The answer keeps its source, dates, filters and calculation close to the chart or table, so your team can check they are comparing like with like.
- See figures alongside the source dataset.
- Check the included dates and filters.
- Review the table behind the visual answer.
Follow the answer, not another report
A location total is a starting point. Ask how it compares with the previous period, then use the difference to decide where to look next. A manager might review the treatment mix with one location’s team before changing a campaign or roster.
Create reports and KPIs
Go from a question to something your team can keep using. Ask Insights Agent to create a report you can reopen in Reporting, or set up a KPI from a supported metric and track progress against your target.
- Create a report from a supported query through conversation.
- Confirm the KPI’s measure, scope, period and target before creation.
- Reopen your report in Reporting or track progress in the KPI Hub.
Trust and compliance
Your team stays in control
Insights Agent supports operational investigation. Your team checks the definitions and records and decides what action to take.
Feature availability depends on your plan, enabled features and access permissions.
- Encrypted storage
- Review what the figures mean
- Insights Agent supports operational investigation. Your team checks the definitions and records and decides what action to take.
- Respect reporting access
- The available data and actions depend on your DappleOS access and configuration.
- Keep clinical judgement with people
- Reporting answers do not diagnose, prescribe or determine treatment suitability.
FAQs
How can Insights Agent help us understand clinic performance?
Ask a question about supported clinic measures, such as sales by location or bookings in a chosen period. Insights Agent queries the data you can access and presents the answer with its source and definitions. You can then compare periods or explore a detail in the same conversation.
Can I ask a follow-up question?
Yes. Continue the conversation to compare a period, refine the scope or investigate a detail. Check the filters and definitions in each answer.
Can I see how a result was calculated?
Structured answers can include the dataset, date range, filters, grouping and definition, alongside a chart or table. Review those details before using the result.
Can Insights Agent create reports and KPIs?
Yes. Ask Insights Agent to create a report from a supported query, or a KPI from an available metric. For a KPI, review and confirm the measure, scope, period and target before it is created. You can then open the report in Reporting or track the KPI in the KPI Hub. Creation depends on your enabled features and access permissions.
Does it replace Reporting or KPIs?
Insights Agent gives you a conversational way to investigate data and create reports and KPIs. Reporting and the KPI Hub remain the places to reopen those reports, review targets and track ongoing performance.
Ask DappleOS
Ask how Insights Agent could fit your clinic.
