Data Agent
The Data Agent translates natural language questions into database queries and returns visualized results. Ask questions about your audit data without writing SQL.
How to Use
- Navigate to AI → Data Agent or click the Data Agent icon
- Type your question in plain language
- The AI generates and executes a query
- Results appear as tables, charts, or narrative summaries
Example Questions
| Question | Result Type |
|---|---|
| "How many open findings do we have by severity?" | Bar chart |
| "Which engagements are overdue?" | Table |
| "Show remediation progress for Q1 2027" | Metrics cards |
| "What is our audit universe coverage rate?" | Percentage gauge |
| "Compare finding counts across business units" | Grouped bar chart |
| "List all KRIs in critical status" | Table |
| "What was the average engagement duration last year?" | Single metric |
Data Access
The Data Agent respects RBAC:
- Queries are filtered by your organization (
org_id) - Your role determines which entities are visible
- Sensitive data (passwords, API keys) is never queryable
Features
- Query transparency — view the generated SQL/query
- Result visualization — automatic chart type selection
- Follow-up questions — refine results with additional questions
- Export — download results as CSV
Limitations
- Read-only — cannot create, update, or delete records
- Complex multi-join queries may need manual SQL
- Results capped at 1,000 rows
- Requires an active AI model configuration