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AI Services

An AI assistant that knows all of your data

Ask in plain English and get an answer built from your own accounts, from ad spend to sales, calls and network alarms, with the numbers to back it up. The assistant works with your permissions, never more, and waits for your click before it changes anything.

Two people at a table taking notes beside open laptops.

01

Answers from your real data

It reads every source you can see in Metric Sensei: ads, analytics, your store, CRM, ERP, phones, email, support desk and every Metric Sensei service.

  • Compare periods, find what changed and explain why.
  • Look across sources: spend from the ad platforms, leads from your CRM, revenue from your store.
  • Read a network alarm with its context and suggest the likely cause.
  • Attach PDFs, spreadsheets, documents and images to give it more context.
The AI assistant answering a question about last month's campaigns with a table of numbers, with example data.
An answer built from connected sources. Example data.

02

It does the work

Ask for a dashboard, a report or a file and it makes it.

  • Builds and changes dashboards when Dashboards is on.
  • Creates Word, Excel, PDF and CSV files to download.
  • Can pause a campaign, reply to a review, update a CRM record or add customers to a Google Ads audience, where your connection allows writes.

03

Your permissions, your approval

The assistant has no access of its own. It acts with your sign-in, so it sees exactly what you can see.

  • Anything that would change data stops and shows an approval card with the exact details.
  • Remove a person's access and the assistant loses it too, within a minute.
  • It runs on Anthropic's Claude through Amazon Bedrock, inside our AWS account.
An approval card from the AI assistant showing exactly what will change before anything happens, with example data.
Nothing changes until you press Approve. Example data.

Works with

Uses the accounts you already have.

Connect each account once and every service can use it.

Google Analytics 4

GA4 reports and history beside our own numbers, plus property settings.

Google Ads

Campaign, keyword and search-term performance, Local Services Ads leads, conversions sent back, and changes with your approval.

Meta Ads

Facebook and Instagram ad performance, audiences and pixels, with Conversions API sends from Attribution.

Shopify

The Metric Sensei app adds the tag and a Web Pixel for checkout, reads orders, products and customers, and matches customers to their visits.

HubSpot

Contacts, companies, deals, forms, marketing emails and campaigns, with won deals sent to the ad platforms.

Salesforce

Leads, opportunities, campaigns, reports and dashboards, with lead sources filled in and won deals sent to the ad platforms.

Oracle NetSuite

Customers, leads, transactions and sales summaries from your ERP.

RingCentral

Phone system call logs and analytics (RingEX), and contact center campaigns and leads (RingCX).

Klaviyo

Email and SMS campaigns, flows, sign-up forms, lists, segments and their results.

Gorgias

Helpdesk tickets, customers with their store orders, satisfaction surveys, support statistics and voice calls.

Google Search Console

Searches, clicks and positions for your pages, URL inspection and sitemaps.

Google Business Profile

Locations, reviews, search keywords and performance, with review replies and posts.

See every integration.

Who uses it

Online stores

Sales, spend, email, support and shipping in one place, with every order traced to its source.

Lead generation and local services

Every form, call and chat traced to its campaign, with dashboards and AI on top.

Agencies

Run every client from one sign-in, with every service, and reports clients actually read.

Multi-location businesses and IT teams

Watch the network at every location, and the websites and accounts that bring in customers.

Data and AI teams

One API and MCP server for every connected account, and raw events in your warehouse.

Questions

Common questions

Can the assistant see other clients' data?

No. It acts with your own sign-in, inside the client you are working in, so it sees only what you could see by clicking.

Will it make changes on its own?

No. Every action that would change data waits for you to press Approve on a card that shows exactly what will happen.

Which AI model does it use?

Anthropic's Claude, through Amazon Bedrock in our own AWS account.

All your metrics, one place, with AI.

Connect your accounts once, then build dashboards, ask the AI assistant, watch your network and see what brings in customers.