Challenge
UpliftIQ set out to replace static dashboards with an AI analyst business users can actually talk to. Teams were drowning in data but starving for decisions — raw numbers sat in BI tools with no clear answer to the only question that matters: what should we do next?
What We Delivered
We built an AI-powered decision intelligence platform where users upload CSVs or connect data sources, ask questions in plain language, and receive grounded answers with expected-impact estimates and recommended actions. It combines 20+ analytics capabilities — forecasting, anomaly detection, driver analysis, churn-risk scoring, cohort analysis, what-if modeling, RAG search, and web intelligence — behind role-adapted agents for executives, sales operations, and sales users.
Results & Impact
The result is an AI analyst experience, not another dashboard. Business users get prioritized recommendations with expected impact and clear rationale instead of charts they have to interpret themselves. Plain-language querying works over both uploaded files and connected data sources, and role-adapted agents tailor the analysis to executives, sales operations, and individual sellers. By combining forecasting, anomaly detection, driver and cohort analysis, churn-risk scoring, what-if modeling, and RAG-grounded search in one product, UpliftIQ turns scattered business data into decisions teams can act on with confidence.
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