AskCorral Agent

AskCorral Agent is your AI data team, available 24/7. Tell it what you need and it does the work: it can build dashboards, fix or debug widgets, provide insights and recommendations, and more–all from a single conversation.

AskCorral Agent is now live in your CorralData account in open beta!

No setup required, just open the app, click the AskCorral button and start using. AskCorral Agent mode is selected by default when you open AskCorral.

What can you do with AskCorral Agent?

AskCorral Agent can handle three types of work:

🏗️ Build: acts like a data engineer

AskCorral Agent can handle the full lifecycle of building and maintaining your CorralData environment. It can create things from scratch as well as modify, fix, and audit existing work.

What it can do:

• Create and manage datasets (data models): Build reusable SQL datasets and data pipelines that power all reporting and widgets

• Build from scratch: Create full multi-widget dashboards, individual boards, or standalone widgets from a single plain-English request

• Add to existing boards: Add new widgets, filters, or sections to any board without rebuilding it

• Modify existing content: Update a widget's SQL, change a chart type, rename a metric, adjust a date range, or restructure a board's layout

• Debug broken widgets: Trace a broken or incorrect widget back through its SQL to the source table, identify the issue, and apply a fix

• Audit your boards: Review all boards and widgets in parallel, flag broken queries and inconsistencies, and tell you what needs attention

• Maintain over time: Ask it to keep dashboards current, rebuild after a schema change, or clean up outdated reports

🔍 Analyze: acts like a data analyst

It can surface trends and anomalies and explain what the data actually means and why it looks the way it does, and model out scenarios so you can pressure-test decisions before making them.

What it can do:

• Diagnose metric changes: When a number moves unexpectedly, it traces the cause–which segment, channel, time period, or data issue is responsible

• Surface trends and anomalies: It can identify patterns, outliers, and changes across your data when prompted

• Validate numbers: Trace a widget's output all the way back to the raw source table to confirm the number is correct or identify exactly where it diverges

• Run deep ad-hoc analysis: Write and execute multi-table SQL for complex, one-off questions, and optionally save the result as a new widget

• Investigate data discrepancies: When something looks off, it digs into the data pipeline, from widget to query to source, and explains the discrepancy

• Cross-segment and cross-period comparisons: Compare performance across locations, teams, channels, customer tiers, or time periods in a single query

• Explain your dashboards: Ask what a board is showing, what's notable, or what you should pay attention to and get a plain-English briefing, not a list of numbers

💡 Advise: acts like a strategist (with context)

Brief it on your business (goals, priorities, targets, etc.) and AskCorral Agent moves from surfacing insights to advising action.

Share context through Custom Instructions or directly in the chat, and it will frame every insight around what actually matters to your business and tell you what to do next.

Tips for Best Results with AskCorral Agent

• Give it clear, specific requests

  • AskCorral Agent works best when your prompt is specific and describes the outcome. See more here in how to Build Prompts in AskCorral

• Set up Custom Instructions

  • The more business context it has, the more strategic its outputs become. Once Custom Instructions are set, the Agent uses this context in every session.

  • Examples of business context to include in your Custom Instructions:

    • Your business model and growth stage

    • Your 3–5 most important KPIs and how you define them

    • Your current strategic priorities (e.g., "We are focused on reducing churn this quarter")

    • Any targets or benchmarks (e.g., "Our retention target is 75%+")

    • Any terminology your team uses (e.g., "We call new patients guests")

What to expect when AskCorral Agent is working:

AskCorral Agent works through multi-step tasks automatically. For complex requests like auditing all your boards or building a multi-widget dashboard, it may:

• Spawn parallel subtasks to work faster

• Show its reasoning and intermediate steps as it works

A note on open beta: AskCorral Agent is available to all customers today as an open beta. We're actively improving it based on real usage. If you run into anything unexpected or have feedback on improvements, let us know at [email protected]. We want to hear from you!