👨‍💻Customizing your Boolee Analysis

Learn how to tailor your Boolee analysis to your specific use cases using our AI Data Analyst. Adjust key metrics, tonality, stakeholder focus, and analysis depth to get the most relevant insights for

At Boolee, we work with multiple AI agents, but the most crucial one is the AI Data Analyst—your key to interpreting and making sense of your data.

With the AI Data Analyst, you can:

✅ Define specific metrics the analyst should focus on. ✅ Adjust the level of detail and tonality of the insights. ✅ Tailor analyses for different stakeholders (e.g., executives, marketers, data teams). ✅ Customize insights based on the granularity of the data.

How to Customize Your AI Data Analyst

1. Access the Settings:

   • Navigate to the top-right corner of Boolee.

   • Click on Manage Workspace > AI Data Analyst.

1. Create a New Analyst:

   • Select "Create New Agent".

   • A template will appear where you can define key aspects.

2. Adjust the Template:

   • Modify everything within [square brackets] to tailor the analyst’s focus and style.

1. Save & Switch Between Analysts:

   • Save your settings, and your customized AI Data Analyst is ready.

   • When performing different analyses, you can seamlessly switch between multiple AI Analysts for varied perspectives.

This flexibility ensures that your data-driven decisions are accurate, relevant, and perfectly aligned with your needs.