Use cases for teams that want to move from data to decisions faster.
Whether management, controlling, e-commerce, sales, marketing, operations, or IT / BI / data: oneAgent makes company data usable via AI chat — with verified metrics, visualizations, analyses, forecasts, and ideas based on your data sources and business rules.
Trial with prepared shop data · no credit card · no data connection required
Which product categories lose margin after return costs?
Which products have high stock levels and declining demand?
Which regions are below plan, and what are the biggest drivers?
Find your starting point.
Every department works with data differently. oneAgent combines natural language, verified metrics, and AI support so teams get to usable answers faster.
Every use case follows the same principle.
Teams ask a specific question. oneAgent uses approved metrics and matching data sources. The result becomes usable as a table, chart, summary, forecast, idea, or dashboard component.
Ask a question
Users formulate their data question in natural language — no SQL, no new dashboard ticket.
Recognize metric and context
oneAgent recognizes the question, time period, filters, dimensions, and relevant metrics. If context is missing, oneAgent asks follow-up questions.
Use verified logic
The answer follows defined metrics, business rules, roles, and data sources — not freely guessed AI numbers.
Use the result
The result appears as a table, chart, explanation, management summary, action idea, forecast, or dashboard component.
For leadership and management
Understand business performance faster — without waiting for the next report.
Management decisions rarely come down to a single metric. Revenue, margin, plan deviations, pipeline, cost, inventory, and customer development often live in different systems. With oneAgent, leaders ask specific questions in natural language and get verified metrics, summaries, and trends in a controlled data environment.
Typical questions
Which regions are behind plan this quarter, and which metrics are driving the deviation?
How are revenue, margin, and order intake developing compared to last year?
Which product groups are losing margin even though revenue is rising?
Which segments show increased risk over the last 90 days?
Summarize the most important changes from last week as a management summary.
AI value: Explain anomalies, create management summaries, structure possible causes, and suggest follow-up questions — without copying data into external AI tools.
oneAgentVerifiedFor controlling and finance
Answer ad-hoc questions without rebuilding every analysis in Excel.
Controlling teams know the metrics — but spend a lot of time re-preparing them again and again: for management questions, month-end closes, plan-actual comparisons, and margin analyses. oneAgent makes verified finance metrics usable via chat, while controlling and BI keep control over calculation logic, definitions, and approvals.
Typical questions
How is net revenue developing by customer, category, and month?
Which cost centers are over budget, and what drivers are visible?
Which product groups are losing contribution margin after returns and shipping costs?
Which customers show declining margin despite rising revenue?
Create a summary of the biggest plan-actual variances for the monthly meeting.
AI value: Summarize variances, group drivers, formulate management-ready explanations, and answer follow-up questions faster.
oneAgentVerifiedoneAgentVerifiedFor e-commerce and shop teams
Analyze shop, inventory, returns, and marketing data together.
Online shops have plenty of data, but rarely a fast, shared view. Shopware, Shopify, ERP, inventory management, logistics, returns, and marketing each show only part of the truth. oneAgent connects these sources and makes them usable via chat — with verified metrics, charts, campaign ideas, and forecasts based on historical data.
Typical questions
Which products currently have high inventory levels and declining demand?
Which categories are losing margin after returns and shipping costs?
Which products had the highest return rate this week?
Which customers have more than 3 orders but no newsletter subscription?
Which campaigns help sell off slow-moving items with high margin?
AI value: Explain anomalies, develop campaign ideas, segment product groups, and create revenue, demand, or sell-through forecasts based on historical data.
For sales teams
Evaluate pipeline, customer development, and revenue potential in chat.
Sales teams need fast answers: Which customers are growing? Which regions are falling behind? Which deals are at risk? This information is often spread across CRM, ERP, contract, support, and finance systems. oneAgent connects this data and makes sales questions answerable via chat — with verified metrics, segments, trends, and next steps.
Typical questions
Which customers increased their revenue by more than 20% over 12 months?
Which existing customers haven't ordered in the last 90 days?
Which regions are below target, and which product groups are driving that?
Which deals have high volume but no CRM activity in a long time?
Which reactivation measures would make sense for inactive customers?
AI value: Summarize customer segments, suggest reactivation ideas, draft meeting preparation, and prioritize sales opportunities by potential.
oneAgentVerifiedoneAgentVerifiedFor marketing and CRM
Understand campaign performance, audiences, and revenue impact together.
Marketing data shows clicks, cost, and conversions — but often not the full impact on margin, returns, repeat purchases, or customer quality. oneAgent connects campaign, shop, CRM, and revenue data and turns it into verified answers, analyses, and ideas in chat.
Typical questions
Which campaigns had the lowest CPO and brought profitable customers?
Which channels have high conversion but high return rates?
Which audiences buy high-margin products?
How are CAC, ROAS, and repeat purchase rate developing by channel?
Which newsletter segments are suitable for reactivation?
AI value: Generate campaign ideas, describe audiences, justify budget shifts, and formulate test hypotheses — as decision support.
For operations, logistics, and procurement
Spot inventory, lead times, demand, and risks faster.
Operational decisions depend on many data points: inventory, demand, lead times, returns, purchase prices, supplier performance, and stock coverage. When this data lives in separate systems, delays and blind spots emerge. oneAgent makes operational questions accessible via chat and connects them with verified metrics, trends, and forecasts based on historical data.
Typical questions
Which items have declining demand but high inventory levels?
Which products are expected to run out of stock in the next 30 days?
Which suppliers had the most delays last quarter?
Which return reasons occur frequently for certain product groups?
Which items should be reviewed for a price or clearance campaign?
AI value: Summarize operational risks, structure possible causes, formulate action ideas, and create demand forecasts based on historical data.
oneAgentVerifiedoneAgentVerifiedFor IT, BI, and data teams
Enable self-service without losing governance.
Business departments want fast answers. IT, BI, and data teams need to ensure data access, metrics, roles, sources, and calculations stay controlled. oneAgent creates a controlled self-service layer: departments ask in natural language, while IT, BI, and data teams govern data sources, metrics, roles, business rules, and validation.
Typical questions / tasks
Which metrics are approved for business departments?
Which data sources should be connected live, and which imported?
Which roles may see which data and metrics?
Which ad-hoc questions can be standardized as verified metrics?
Which departments generate the most reporting requests?
AI value: Reduces unstructured ad-hoc requests, helps standardize frequently used metrics, and offers a secure alternative to external AI tools.
Built for different data landscapes.
oneAgent can start wherever your data lives today: in your shop, ERP, CRM, data warehouse, databases, files, or APIs. Existing systems stay authoritative — oneAgent makes them usable via chat, verified metrics, and AI analysis.
E-commerce stack
Connect Shopware, Shopify, ERP, inventory, returns, ads, and analytics to jointly analyze shop performance, margin, stock, and campaigns.
ERP / CRM / Finance
Combine customers, orders, invoices, costs, pipeline, and plan values to answer management, sales, and finance questions faster.
Data Warehouse / Mid-Market
Make existing DWH or database structures usable via chat for business teams — no SQL, no new BI ticket for every question.
On-premise / own infrastructure
For companies with high data protection or governance requirements, oneAgent can also run on your own infrastructure or on-premise.
More than one answer: complete analysis workflows in chat.
Many use cases don't end with a single number. oneAgent supports follow-up questions, explanations, ideas, forecasts, and dashboard components — within the same controlled environment.
Analysis
Explain variances, trends, and anomalies — based on verified metrics and visible sources.
Summary
Management summaries, weekly updates, or decision notes directly from the results.
Ideas
Campaign, sales, assortment, or reactivation ideas based on your analysis.
Forecast
ML-based forecasts based on historical data, e.g. by product, country, channel, or period.
Dashboard
Save recurring results as dashboard components and make them permanently usable.
Flexible use cases — with controlled data logic.
oneAgent uses AI to understand questions, formulate analyses, and develop ideas. Metrics like revenue, margin, return rate, or contribution margin, however, follow defined data sources, business rules, and approvals.
See verified answers & securityFrequently asked questions about use cases with oneAgent
Find out whether your use case, team, and data sources are a fit.
oneAgent suits teams that regularly ask questions of company data: management, controlling, e-commerce, sales, marketing, operations, and IT / BI / data. oneAgent is especially strong where data lives in multiple systems and business teams need faster answers without losing governance.
No. E-commerce is a very tangible entry point because shop, inventory, returns, and marketing data are often scattered. But oneAgent also works with ERP, CRM, data warehouses, databases, files, and APIs, supporting finance, sales, operations, or management use cases.
You can try oneAgent for free with prepared shop data, predefined metrics, and guided use cases. Your own data is not uploaded independently during the trial — it is connected together as part of a guided pilot project.
It's best to discuss your key data sources, metrics, and questions in a demo. oneAgent can connect live to source systems or import data via an ETL process into the oneAgent Lake. Which option makes sense depends on freshness, performance, security, and data structure.
Metrics are defined, verified, and approved together with the responsible teams — for example controlling, BI, or business departments. The AI understands the question, but the calculation follows the defined data sources, business rules, and approvals.
Yes. Recurring results can be saved as tables, charts, or dashboard components. That way, oneAgent doesn't stay just a chat — it becomes a reusable analysis and decision workflow.
Which use case would you like to try first?
Start for free with prepared shop data — or book a demo if you have specific questions about data sources, security, or a pilot project with your own data.
With prepared shop data · no credit card · no data connection required
For pilot projects, we connect selected data sources together with you, define initial metrics, and set up relevant use cases. Plan a pilot with your own data
Not sure what fits? Compare trial, demo & pilot