Kaelio's Data Agent
A custom agent, grounded in your context layer
Inherits your definitions, respects your access rules, and delivers intelligence to every team through Slack, email, or MCP.
@Kaelio What changed in our pipeline this week?
Trusted by data teams at scaling companies
Features
Like putting glasses on
for your entire business
Intelligence on your schedule, not your to-do list
Kaelio delivers digests, watch lists, and prep briefs to Slack or email on your schedule. Your team starts each day knowing exactly what needs attention.
ARR up 12% MoM. 4 deals stalled >14 days. $320K at risk.
Open digest →1,842 orders processed. Avg turnaround 6.2h. 23 exceptions flagged.
Open digest →2 accounts at-risk. 1 expansion signal. $45K opportunity.
Open digest →Engagement down 34%. Last login 12 days ago. 2 unresolved tickets.
Schedule executive check-in →
Health score 82 to 64. 3 tickets in 5 days. Renewal in 45 days.
Escalate + renewal risk review →
Usage up 42% MoM. 12 seats added. $45K expansion potential.
Propose upgrade →
Signals your tools can't surface alone
Kaelio correlates signals across your entire stack and flags what matters, with context and a recommended next step.
Any question. Any account. Seconds.
Ask Kaelio questions in Slack and get structured answers drawn from every connected tool. Not just data, but what it means.
What's slowing down our Q1 pipeline? I need to brief leadership at 2pm.
Invoice date, not booking date. All reports aligned.
Signals weighted 2x for $50K+ accounts.
Consistently dismissed. Replaced with feature adoption depth.
Gets sharper the more your team uses it
Kaelio tunes itself based on how your team responds. It adjusts thresholds, reweights signals, and drops what gets ignored.
How It Works
From connected tools to actionable
intelligence in minutes
Connect your stack
Plug in your CRM, billing, product analytics, support, and ops tools. Kaelio maps your data across systems in minutes.
900+ integrations.
Tell Kaelio what matters
Start from a template or build your own. Pick the signals that matter and Kaelio structures digests around what your team acts on.
Templates are starting points. The system adapts over time.
Start your day with clarity
Morning briefs with prioritized signals. Before a meeting, ask “Prep me for the board call” and get full context in seconds. No new tool to learn.
Push or pull, wherever your team works.
Prep me for my Acme Corp renewal call on Thursday.
Use Cases
Intelligence for every team
From revenue tracking to headcount planning, tailored to how each team works.
Revenue & ARR Tracking
Your revenue metrics pulled from source systems, reconciled, and delivered on schedule. ARR, MRR, growth rates, and segment breakdowns without rebuilding the same report every month.
- ✓Reconciles revenue across billing and CRM
- ✓Tracks ARR, MRR, and growth MoM
- ✓Delivers scheduled breakdowns by segment
Process Pipeline Tracker
Track any multi-step operational workflow from intake to completion. Onboarding queues, approval pipelines, fulfillment stages. See where things are stuck and what's falling behind.
- ✓Tracks items through each pipeline stage
- ✓Flags bottlenecks and SLA breaches
- ✓Shows stage-to-stage conversion and cycle times
Account Health Monitor
Accounts trending toward trouble surface automatically, with context on what changed across your connected tools and a recommended next step.
- ✓Correlates signals across CRM, product, and support
- ✓Alerts on engagement drops and risk patterns
- ✓Recommends check-in timing and approach
Acquisition & CAC Intelligence
Channel-level acquisition costs tracked weekly. See which channels are efficient, which are burning budget, and where to reallocate spend.
- ✓Tracks blended and per-channel CAC
- ✓Flags channels with declining returns
- ✓Compares cost efficiency week over week
Pipeline Intelligence
Pipeline health delivered weekly: which deals are progressing, which stalled, and what shifted since last review. Context and recommended actions included.
- ✓Surfaces stalled and slipping deals automatically
- ✓Highlights pipeline shifts with context
- ✓Delivers recommended next actions
Retention & Cohort Analysis
Cohort retention tracked automatically. See which signup cohorts are healthy, which are dropping off, and where activation is stalling.
- ✓Tracks retention by signup cohort
- ✓Alerts when new cohorts underperform
- ✓Segments by plan, source, and geography
FAQ
Common questions
The Kaelio Context Layer is the foundation: it auto-builds a governed context layer from your warehouse, BI tools, and docs, combining semantic definitions with schema, lineage, and domain knowledge. The Kaelio Data Agent sits on top of that layer. It uses the governed definitions to answer questions, generate digests, and surface signals across your stack. Think of the Context Layer as the knowledge base, and the Data Agent as the analyst that reads it.
Yes. The Kaelio Data Agent queries the Context Layer for every answer it gives. This is what makes it different from generic AI tools: every response is grounded in your governed definitions, not raw data or guesswork.
Most teams are up and running in under 30 minutes. Connect your data sources, pick a template or build your own, and the Kaelio Data Agent starts monitoring. Your first digest can arrive by the next morning.
Yes. Tell the Kaelio Data Agent what to watch and how to respond in plain language, or start with a template. You can adjust thresholds, signal weights, and the types of actions it recommends or takes. The Data Agent also tunes itself based on your team's behavior, so the recommendations get sharper over time.
Every answer from the Kaelio Data Agent cites its sources: which tool the data came from, when it was last synced, and the specific records behind it. Your team can verify anything in seconds. No black boxes, no guessing.
Yes. When connecting a data source, you control exactly which objects and fields Kaelio can read. Sensitive fields can be excluded, and you can review permissions at any time. Your data, your rules.
No. Kaelio connects to your existing stack: Salesforce, Gainsight, Mixpanel, Zendesk, and 900+ others. The Data Agent reads from your tools, correlates signals across them, and delivers intelligence where your team already works. Nothing to migrate, nothing to rip out.
Yes. Kaelio is SOC 2 and HIPAA compliant, and uses 256-bit encryption at rest and in transit. Your data is never used to train models or shared across customers. Kaelio offers SSO, role-based access, and audit logs for enterprise deployments.
Get Started
Give your data and analytics agents the context layer
they deserve.
Auto-built. Governed by your team. Ready for any agent.