Data Agent
The Data Agent lets you ask questions about your audit data in natural language. It translates your questions into database queries and returns visualized results.
How to Use
- Navigate to Dashboards → Data Agent or click the Data Agent icon (🤖)
- Type your question in natural language
- The AI generates and executes a query
- Results are displayed as a table, chart, or narrative
Example Questions
| Question | What It Returns |
|---|---|
| "How many open findings do we have by severity?" | Bar chart: findings grouped by severity |
| "Which engagements are overdue?" | Table of engagements past end date with status ≠ CLOSED |
| "Show remediation progress for Q1 2027" | Action plan completion metrics for the period |
| "What is our audit universe coverage rate?" | Percentage of entities audited in the current cycle |
| "Compare finding counts across business units" | Multi-bar chart by business unit |
Data Access
The Data Agent respects RBAC — it only queries data the user has permission to access:
- Queries are filtered by
org_id - User role determines which entities are visible
- Sensitive data (AI keys, passwords) is never queryable
AI Governance
- Every query is logged as an
AIRequest/AIResultpair - The generated SQL is visible for verification
- Results are analytical only — no data modification
- All interactions appear in the audit trail
Limitations
- The Data Agent is read-only — it cannot create, update, or delete records
- Complex cross-table queries may require manual SQL
- Large result sets are paginated (max 1,000 rows)