Docs/Orion/AI Analysts

AI Analysts

Five specialized autonomous agents — Revenue, Marketing, Inventory, Finance, Growth — each run every morning and produce a domain brief without being asked.

TracerWeaverLuminaryUpdated Jun 2026 · 5 min read

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In this section

Part of Celiq's semantic layer platform. Connect your warehouse, model your data once, query it everywhere.

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Note

Some UI surfaces for this feature are still in development. Backend capabilities are available via the API.

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Tip

What it is: Five AI analysts, each specialized in a business domain, that generate reports.
Why use it: Your domain experts get a domain brief — but currently only when someone runs the analyst.
Where to find it: Suite → Intelligence → AI Analysts (/analysts)
Who can use it: All roles.

AI Analysts

Five specialized analysts — Revenue, Marketing, Inventory, Finance, Growth. Each produces a domain brief: a headline, findings, a risk, and an opportunity.

Accessing analyst reports

Suite → Intelligence → AI Analysts (/analysts)

Each analyst card shows:

Today's headline finding
Last run time (last_run_at)
An expandable detail view with all findings, risks, and opportunities

The five analysts

Analyst	Watches (per page — see above)
Revenue	Revenue, GMV, order count, AOV, conversion rate
Marketing	CAC, ROAS, channel performance, spend efficiency
Inventory	Return rate, stock levels, fulfillment speed
Finance	Net revenue, margins, cost trends, forecast vs actual
Growth	New customers, retention, LTV, growth rate

Each analyst produces:

Headline — one sentence describing the most important movement
4 findings — specific, numbered data points with values
1 risk — the most significant concern
1 opportunity — the highest-value action available

Running an analyst manually

Click Run on any analyst card, or via API:

POST /api/analysts/{type}/run

Supported types: revenue, marketing, inventory, finance, growth

Manual runs overwrite today's report (upsert on report_date = CURRENT_DATE).

Customizing an analyst

Click Edit on any analyst card to:

Choose which KPI reveals the analyst focuses on (kpi_reveals)
Add context (e.g. "we run flash sales every Thursday — spikes are expected") (custom_context)
Change the analyst's name / domain as shown in the UI (domain_name)

The PATCH /api/analysts/:type endpoint accepts custom_context, domain_name, and kpi_reveals.

Plan limits

Plan	Analysts available (per page — unverified)
Free	1 (Revenue)
Pro	5 (all)
Team	5 (all)