Business intelligence
Business intelligence turns the work that happens in your agentic rooms — meetings and AI minutes, tasks, notes and files — into answers you can act on. Pick a date range, generate a summary, or ask a question in plain words, and the agent reads the data from that period and replies with what happened, what matters and what comes next.
Business intelligence works at three levels:
- Workspace intelligence looks across a workspace and all its rooms. Workspace owners and admins open it from the workspace. See Workspace intelligence.
- Room intelligence focuses on one room, from the room's Intelligence app or the meetings bar. See Room intelligence.
- @Business intelligence in chat answers questions inside a room's chat, so the answer lands where the team is talking. See @Business intelligence in chat.
Each answer can be copied, shared, forwarded to rooms or saved as a note, so insights become part of the room's knowledge. Queries use BI credits from your agent credit allowance — see BI credits.
Business intelligence is on for every company by default. Your company can switch it off; when it is off, requests return Business intelligence is not enabled for this company.
What business intelligence reads
- Meetings and AI minutes — what was discussed, decided and assigned.
- Tasks — creation, assignment, status changes and completion.
- Notes — the room's written knowledge.
- Files — files you extract for analysis from the file's Business Intelligence panel.
Business intelligence follows your permissions: workspace intelligence is for workspace owners and admins, and room intelligence for room owners.