AI & Reports
Configurable AI agent, chat assistant, call transcription, dashboards with 5 chart types and custom reporting widgets for analytics.
ITE Workflow365 AI & Reports is the intelligence and analytics layer that replaces ChatGPT for business tasks and Metabase and Tableau for reporting. The configurable AI agent serves as your first line of customer support — answering questions based on your knowledge base and CRM data while learning the specifics of your business. The AI chat assistant available in a sidebar panel lets you ask questions about your data, request meeting summaries, and get next-step recommendations without leaving your current view.
AI in ITE Workflow365 is not just a chatbot — it is an integrated generative engine that creates sales quote content from deal data, generates social media posts tailored to your brand, and automatically transcribes phone call recordings into searchable text for analysis. Each of these AI capabilities draws on the context of your CRM, which means results are precise and personalized rather than generic outputs that require heavy editing.
Configurable dashboards with drag and drop widgets let you build custom reporting layouts with five chart types — area, bar, line, pie, and radar. Custom widgets with bespoke queries and calculations enable visualization of any business data you need to track. Saved dashboard layouts let you quickly switch between different analytical views, and scheduled report delivery automates the distribution of key metrics to your inbox on a regular cadence.
Key capabilities
AI Customer Support Agent
Configurable AI agent that answers customer questions based on your knowledge base, history, and CRM data.
AI Chat Assistant
Sidebar chat with AI available in every view. Ask about data, request summaries, and get action recommendations.
AI Quote Generation
Artificial intelligence creates sales quote content based on customer data, products, and transaction history.
AI Post Generation
AI creates social media post suggestions tailored to your brand voice, industry, and target audience on each platform.
AI Call Transcription
Automatic conversion of phone call recordings to searchable text. Search, analyze, and leverage conversation content.
Drag & Drop Dashboards
Configurable dashboards with drag and drop widgets. Create custom layouts with charts, statistics, and data lists.
5 Chart Types
Area, bar, line, pie, and radar charts. Each with configurable data sources, filters, and formatting options.
Custom Widgets
Build custom reporting widgets with bespoke queries, calculations, and visualizations of your business data.
Use cases
Sales Director
Dashboard with pipeline overview, revenue forecast, and conversion charts. AI summarizes trends and recommends actions.
Company Automating Support
AI agent answers repetitive customer questions 24/7, reducing support team workload and cutting response times.
Business Analyst
Custom dashboards with 5 chart types, saved layouts, and scheduled report delivery for regular business reviews.