# Find the answer. Skip the report hunt. > Ask about your clinic’s sales, bookings and performance in plain English. Find the answer, create reports and set up KPIs to track what matters, all in the same conversation. - **Agent:** Insights Agent - **Canonical:** https://dappleos.com/dapple-ai/insights-agent ## Agent scope ### Connected context, clear next steps #### Connected DappleOS context - Reporting questions across permitted clinic data - Charts, tables, filters and calculation definitions - Follow-up questions, report creation and KPIs from supported metrics #### What the agent handles - Start with the question - Understand the answer - Keep asking - Create reports and KPIs Insights Agent supports operational investigation. Your team checks the definitions and records and decides what action to take. ## Workflow ### Find the answer. Skip the report hunt. Ask about your clinic’s sales, bookings and performance in plain English. Find the answer, create reports and set up KPIs to track what matters, all in the same conversation. #### Step 1: Start with the question Ask about sales, bookings or another supported measure without first choosing a report. #### Step 2: Understand the answer Review the date range, grouping, calculation and source dataset with the answer. #### Step 3: Keep asking Compare a period or investigate a location while keeping the conversation in context. Use the difference to choose what to investigate with the team, such as the treatment mix. A comparison alone does not establish why performance changed. #### Step 4: Create reports and KPIs Ask to create a report you can reopen in Reporting, or set up a KPI from a supported metric. Confirm the KPI’s measure, scope, period and target before it is created, then track progress in the KPI Hub. ## Reporting and evaluation ### Review the result in context Reporting questions across permitted clinic data - What information was used? - What needs human review? Insights Agent supports operational investigation. Your team checks the definitions and records and decides what action to take. ## One connected platform ### Part of the clinic's working day Ask about your clinic’s sales, bookings and performance in plain English. Find the answer, create reports and set up KPIs to track what matters, all in the same conversation. #### May reduce - Moving between screens to find the relevant context #### Does not replace - Qualified clinical judgement and review ## Safeguards ### 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. ## Related DappleOS workflows - [Reporting](https://dappleos.com/features/intelligent-reporting): Explore reports and dashboards. - [Clinic KPIs](https://dappleos.com/features/kpis): Keep goals and performance visible. - [Marketing Agent](https://dappleos.com/dapple-ai/marketing-agent): Coming soon. Preview the planned campaign workflow. ## 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. ## Bring the question you want answered. Book a demo to explore a reporting question with a DappleOS team member. See how to find the answer, create a report and set up a KPI to track what matters. [Book a demo](https://dappleos.com/sales-call)