Atlas Insights
Ask your business a question. Get the chart and explanation.
Atlas Insights helps teams analyze tenant-scoped CRM, activity, project, marketing, and operational data using natural-language questions, saved reports, dashboards, and executive summaries.
Reporting usually breaks when the data lives across too many tools. Leaders ask simple questions, but teams spend hours exporting, cleaning, joining, and rebuilding the answer. Atlas Insights works from the same operating data your team already uses, so questions can turn into reports without starting from a blank spreadsheet.
Operating model
How Atlas Insights works inside Atlas
Example workflow
- 1Ask a natural-language question across tenant-scoped Atlas data.
- 2Select the relevant CRM, activity, project, marketing, or operational records.
- 3Generate a chart and plain-English explanation.
- 4Save the report or add it to a dashboard.
- 5Schedule refreshes and preserve snapshot history for later comparison.
Records it uses
- •CRM records
- •Activities
- •Projects
- •Marketing data
- •Saved reports
- •Dashboard cards
- •Snapshots
- •Audit logs
What AI can do
- •Explain a chart
- •Summarize changes
- •Draft executive summaries
- •Suggest follow-up questions
- •Prepare report narratives
What requires review
- •Insights analyzes tenant-scoped business data. It should not be described as training models on customer data.
- •Report sharing and exports should follow role policies for the underlying records.
What gets logged
- •Report creation
- •Dashboard updates
- •Scheduled refreshes
- •Snapshot creation
- •Export activity
Connected products
- •CRM
- •Marketing
- •Projects / Forge
- •Comms
- •NyLi
- •Atlas Audit
API / MCP / import surface
- •Tenant-scoped analytics queries
- •Saved report records
- •Dashboard records
- •MCP read tools
What you get with Atlas Insights
Natural-language analysis
Ask a question; get a report with the chart already drawn.
Saved reports
Share reports across the org and schedule refreshes.
Live funnel analytics
Pipeline funnel, conversion, and velocity in real time.
Engagement analytics
Activity and engagement metrics across the team.
Executive summaries
AI-generated summaries delivered on schedule.
Snapshot history
Board-ready charts that lock to a date.
Every write action in Atlas Insights is logged with actor, timestamp, source, and before/after state — approval-gated through MCP Boss, and reversible. No silent edits, ever. See our security model →
Start with Atlas Insights today.
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MCP approvals · Audit logs · MFA · Bring your own LLM