You have the data. You have the questions. So why are you still waiting for answers?
For Business
Analysts are overloaded with requests. Executives wait days for answers.
For Teams
Employees don't know how to use Tableau. They need simple answers, not dashboards.
For IT
You want to give your team an AI assistant, but official solutions are tied to a single vendor and lack flexibility.
How do you make analytics available to everyone, train AI on your own data, and keep it fully flexible?
our solution
Tableau Web UI AI Assistant
An enterprise-grade AI assistant for Tableau that works inside your infrastructure and is available to the whole team through chat. We achieved this by bringing together three powerful components:
Web UI
Intuitive interface accessible to everyone on your team
LLM
Choose from Claude, GPT, Llama, Mistral, or any model you prefer
Tableau MCP
Seamless, flexible integration with your data and Tableau Server
What are these components?
You don't need to be an LLM expert, buy hardware, or wait for weeks. We handle the setup, training, and ongoing support.
No training required. Your team talks to AI the same way they chat in Slack or Telegram.
Key features:
Clean, intuitive interface
Role‑based access for secure collaboration
Works with any LLM provider
Full chat history with search
Custom prompts for your use cases
Import/export data in one click
Voice support included
RAG — ask questions about your documents
Enterprise security:
AD/LDAP ready
Granular roles: Admin, User, Groups
Complete activity logging
Not sure which model is right for you? We'll help you select the one that performs best on your specific data and workflows — from Claude and GPT to Llama, Mistral, or even a hybrid setup.
Executives wait days for insights;Instant answers in under 30 seconds
80% of analyst time wasted on grunt work;Analysts focus on high‑value analysis
Institutional knowledge walks out the door;AI captures and shares data expertise across teams
Cloud ChatGPT = security risk;Your data stays under your control — isolated deployment available
Set up access permissions. Train the AI on your specific metrics, KPIs, and business terminology
Testing
Test with real queries from your team
Results
Gather performance metrics and user feedback
What you get after the pilot
Metrics Report
We'll calculate how many hours your employees have stopped spending on routine requests to analysts.
You'll see:
Number of questions processed
Average response time (before vs. after)
Which departments are using AI most actively
ROI assessment of the pilot project
AI Trained on Your Data
We'll fine-tune the AI so that it:
Knows what an "active customer" means in your company
Understands which metrics to count and which to ignore
Navigates your data structure with ease
Uses your terminology when generating responses
Team Access via a Simple Chat Interface
The entire team works in a single window.
You get:
A functional web interface accessible to everyone you grant access to
A single entry point for the whole team
Full history of all queries and responses
The ability to upload documents and ask questions about them
Scalability Roadmap
We'll prepare a plan to scale the pilot across your entire organization, including:
Which departments to onboard first
Which models are best suited for different use cases
What administrative settings will be required
Infrastructure load estimates
Recommendations for future development (RAG integration, new MCP servers)
You receive a clear path from pilot to enterprise‑grade production.
Data Quality Audit
The platform becomes a diagnostic tool that reveals:
Which metrics are calculated incorrectly or inconsistently across departments
Where data structure is broken
What data is missing but needed to answer key questions
Prioritized recommendations for improving data governance
Flexible Configuration for Different Departments
You'll be able to manage access and resources at a granular level:
Marketing → Claude for creative tasks
Finance → GPT for precise calculations
Legal → Local Llama for confidential documents
IT → Code Llama for development work
We configure:
Token limits (to prevent overuse)
Access rights (who can query what data)
Per‑department model assignment (to optimize both budget and quality)
What real queries look like
Scenario; Question;What they get
For Executives;"Why did margins drop this month?";AI analyzes dashboards and delivers an answer with charts and explanations
For Managers;"Show me the top 10 overdue customers in my region";Instant list with drill‑down details and dashboard links
For Analysts;"Compare the performance of two ad campaigns across all metrics";Ready‑to‑use table with calculations and visualizations
For Finance;"Generate a cash flow report by project with budget variances";Complete report with clear commentary