Ask your business anything.

Ask across conversations and business data. Follow the evidence, then act from the same place.

Any data, every tableCustomers, conversations, operations and every system they live in.The answer, fastGet the number, the chart and the evidence behind it — then keep asking.Act from the same placeTurn the answer into an agent change or campaign, sent for your approval.Keep asking. It keeps up.Follow the question, inspect the evidence and keep the context.

Cortex / Ask your business

Illustrative · 48,210 calls and chats

“Which objection costs us the most renewals?”✓ Answered

Price. 41% of lost renewals mention the premium. Customers offered monthly payments renewed 2.3× as often.

Lost renewals1,860

Recoverable$214K

Recommended action: Offer monthly payments to 1,860 customers

Evidence breakdown

41%

Price

22%

Timing

17%

Coverage

12%

Switched

Other

Why you can ask it anything.

Conversations become context. Connected business records provide the evidence. Your team can follow the question from the first answer to the next decision.

Bring the records behind the question together.

Connect conversation context with the business records and policies available to your team. Follow an answer back to its sources, and see what was captured along the way.

Context Assembly / 2,140 of 8,000 tokens used

Illustrative · Written to memory

Customer turn:“Can I pay the second one on Friday instead?”

Customer memoryChose 3 payments, prefers texts, mornings
Core systemPayment 2: $48, due Nov 28
Policy rulesGrace period: 10 days, no lapse
Written back+ New payment date: Friday, Dec 1 (Consent recorded)

Cortex / Follow the question

Illustrative conversation

Which objection costs us the most renewals?

Price. 41% of lost renewals mention the premium. Customers offered monthly payments renewed 2.3× as often.

Show the breakdown and the source records.

Evidence breakdown

Price41%

Timing22%

Coverage17%

Source context: conversation themes and linked business records. Figures shown here are illustrative.

What could we change?

Offer monthly payments to 1,860 customers

Keep asking. Keep the context.

Move from a result to its breakdown, then to the records behind it. Follow-up questions stay in the same conversation, so your team can investigate a pattern before deciding what to do.

Turn an insight into a proposed next step.

Carry the question, evidence and recommendation into review. Your team decides what should change and which approved workflow should carry it out.

Cortex / Action draft

Illustrative · approval pending

Proposed change

Offer monthly payments to 1,860 customers

01
Evidence attached
Question, chart and source context
Ready
02
Scope reviewed
Affected audience and workflow
Review
03
Owner approval
Authorize the change before execution
Pending

This demo does not change records or run a campaign. Execution depends on connected workflows and your approval process.

Cortex / Access and source context

Illustrative policy

Role	Answers	Names	Phones
Leadership	Allow	Allow	Mask
Operations	Allow	Allow	Allow
Analysts	Allow	Mask	Mask

Source permissions · personal-data handling · consent context · retention policy

Access and retention depend on your configured deployment and connected data sources.

Make the answer useful to the right people.

Define who can query which sources and how personal data is handled. Align access and retention with your business policies, so teams can investigate within the boundaries of their role.

Questions every team can ask.

Give each team a starting point for the questions that matter to their work.

Leadership

“Where are we losing renewals this month, and why?”
“Which process should we hand to agents next?”
“What did the last change to the agent earn us?”

Operations

“When do customers pick up, by city and language?”
“Which objection comes up most this week?”
“Which promises to pay were kept?”

Risk and compliance

“Show every call where consent was not recorded.”
“Did any agent call outside the allowed hours?”
“Which conversations mentioned a complaint?”

What changes for your business.

Questions answered: Explore business questions without starting another reporting request.
Decisions with evidence: Follow the chart back to the conversations and records behind it.
Every team, informed: Leadership, operations and risk investigate within their access.
Next steps prepared: Turn an answer into a proposed change, with evidence ready for review.

Put Cortex to work.

Bring us your first use case. We’ll map the path from your current stack to production.

How we operate