AI-Powered Analytics Assistant

ClientLeading Enterprise Retailer
CapabilityAI Agents
PublishedApr 2025
10-100
MetricDaily Self-Serve Queries
Architecture
RAG over schema metadata grounds SQL generation; a dry-run validation step gates execution.
Volume10–100 queries/day
LatencyResults in seconds
FrequencyOn-demand
Capability
Destinations
Cloud
Industry

A conversational analytics tool that converts natural language into cloud SQL, enabling business users to self-serve repeated data pulls in real time, without raising engineering tickets.

The Problem

The data engineering team was fielding repetitive data requests from business users and analysts — "what's the count for X today?", "give me last week's numbers for Y". These were not complex queries. They were L0 requests: simple lookups, recurring metrics, time-bound snapshots. But they were arriving constantly and consuming engineering bandwidth.

Two distinct groups needed help:

  • 2–10 analysts doing L0 work — routine queries they could answer themselves given the right interface.
  • 5–10 business users who needed real-time data on demand but couldn't write SQL.

The volume was variable: 10–100 queries per day depending on the time of month, with spikes at reporting cycles and month-end closes.

What Was Built

An AI analytics assistant that converts natural language questions into cloud SQL, executes them safely, and returns results — all without engineering involvement. Powered by enterprise agent frameworks, state-of-the-art LLMs, and a RAG layer over warehouse metadata.

A business user types: "What's today's count for orders pending dispatch?" — and gets a validated result in seconds, not a Jira ticket acknowledgment.


Architecture & Tech Stack

LayerTechnology
Agent FrameworkEnterprise Multi-Agent Development Framework
LLM EngineEnterprise Large Language Models
Knowledge BaseRAG over warehouse schema metadata, column descriptions, curated examples
Query EngineCloud Analytical Data Warehouse
LanguagePython

Design Decisions

1. RAG for SQL Accuracy

  • Problem: LLMs hallucinate table and column names without grounding, especially in a domain-specific warehouse with non-obvious naming conventions.
  • Approach: Built a RAG layer indexing warehouse schema metadata, column descriptions, and curated example queries. The agent retrieves relevant context before generating SQL.
  • Outcome: Reduced hallucinated column names and invalid joins to near zero across the covered query surface.

2. Handling Repeated, Real-Time Requests

  • Problem: Business users were asking the same questions daily or weekly — "give me today's numbers". Each became a ticket. The need was for on-demand, repeatable access.
  • Approach: The agent handles repeated natural language patterns consistently by grounding SQL generation in stable metadata. Users can re-ask the same question at any time and get current results.
  • Outcome: Recurring data pulls moved entirely to self-serve. Engineering is no longer in the loop for L0 data requests.

3. SQL Validation Before Execution

  • Problem: Valid-looking SQL can scan unexpectedly large datasets or return semantically wrong results.
  • Approach: Added a dry-run validation step — the cloud warehouse estimates bytes scanned before execution. Anomalies are flagged before results are returned.
  • Outcome: Protected against runaway queries and gave users confidence in what they were running.

4. Variable Load by Time of Month

  • Problem: Query volume is not uniform — spikes at month-end reporting cycles, quiet mid-month.
  • Approach: The tool handles variable load without pre-warming or capacity planning, as it runs on-demand against serverless cloud data warehouse execution models.
  • Outcome: 10–100 queries/day handled without infrastructure management overhead.

Key Learnings

  • Eliminating L0 Requests is High ROI: The highest-value AI analytics tools aren't the ones that answer hard, esoteric questions — they're the ones that take simple, repeated questions completely off the engineering team's plate.
  • Mental Models Matter: Self-serve works when the interface matches the user's mental model. Business users think in business concepts, not table schemas. The RAG layer bridges that gap.
  • Safety Drives Adoption: Validation matters more than generation creativity. A tool that fails safely gets adopted. One that returns silent wrong answers gets abandoned immediately.