Abstract background
How it works

From your data sources to a verified answer in chat.

oneAgent connects your existing systems, maps business terms and metrics to your data logic, and makes verified answers usable via chat, API, or dashboard — live against the source system or through the oneAgent Lake.

Test environment with prepared shop data · no credit card · no data connection required

Live connectionImport / ETLVerified metricsRoles & permissions550+ connectorsOn-premise possible
Data sourcesERPCRM · ShopDWH · DBExcel · API
oneAgent Control LayerSemantic layerMetricsBusiness rulesRoles & permissionsValidation
oneAgent · Chat

Net revenue per customer in 2024?

Verified metric
Müller GmbH€128,400
Schmidt KG€96,700
Becker AG€81,250
Source: SAP2024

Data sources → oneAgent Control Layer → verified chat answer

The process

oneAgent connects data, metrics, and AI in one controlled workflow.

AI is not where company figures are freely invented. It helps understand questions and make results usable. The calculation follows your data sources, metrics, filters, time references, and business rules.

1

Connect data sources

ERP, CRM, shop, data warehouse, databases, files, or APIs — live or via import into the oneAgent Lake.

2

Map business logic

Metrics, aliases, relationships, filters, time references, and business rules are set up together with the business team, controlling, BI, or data team.

3

Verify & approve metrics

Key metrics are checked with test cases, comparison against the source system, and validation, then approved as trusted.

4

Ask questions & use results

Users ask questions in natural language and get tables, charts, summaries, ideas, forecasts, or dashboard building blocks.

Business teams work in natural language. The data logic stays controlled.

See why oneAgent
Step 1

Connect the data sources your company already uses.

oneAgent can make ERP, CRM, shop, data warehouse, database, file, and API data usable. Your existing systems stay authoritative — oneAgent makes them accessible via chat and workflow.

ERP and inventory management

Order, revenue, inventory, purchasing, and financial data from existing systems.

CRM and sales

Customers, leads, opportunities, activities, segments, and pipeline metrics.

Shops and e-commerce

Orders, products, categories, returns, customers, inventory, and campaign references.

Data warehouse & databases

Existing models, tables, views, and structured data from your data platform.

Files and APIs

CSV, Excel, or API data when operational or external sources need to be added.

Example connectors

SAPShopwareSalesforceSnowflakeSQL ServerExcel / CSVREST APIs+ 550 more

Two ways to your data: live or in the oneAgent Lake

Depending on your data landscape, freshness needs, and performance goals, oneAgent queries your systems directly — or brings selected data into the oneAgent Lake via import / ETL.

Live connection

oneAgent connects directly to your data warehouse, database, or a source system. Data doesn't need to be copied. The query runs live against the existing infrastructure.

SourceQueryAnswer

Well suited for

existing DWH or database infrastructure
high requirements on data freshness
data should stay in the existing system
central IT / BI / data teams control models & access
See the data warehouse solution

Import / ETL

oneAgent takes selected data from source systems, transforms it, and makes it available in the oneAgent Lake for fast analysis. Useful when data from multiple sources needs to be combined, prepared, or queried at scale.

ExtractTransformLoadoneAgent Lake

Well suited for

multiple operational sources
prepared demo or pilot data
high-performance analysis over larger data volumes
consolidated data base for recurring analyses
Step 2

oneAgent translates your language into your data logic.

Business teams don't ask for table and column names. They ask about revenue, margin, return rate, customers, products, regions, or time periods. The semantic layer maps these terms to the right data objects, metrics, and relationships.

1

Recognize terms and aliases

"Revenue", "turnover", or "monthly revenue" can all map to the same approved metric.

2

Map entities

Customers, products, orders, countries, channels, or campaigns are linked to the right tables, columns, and relationships.

3

Understand relationships

oneAgent knows how orders, customers, products, time periods, or campaigns relate, and which join or filter logic applies.

4

Consider context

Time periods, filters, role permissions, and business rules all flow into the analysis.

Natural language
"Revenue per customer 2024"
Semantic layer
MetricEntityTime periodFilterRole
Data logic
orders.net_salescustomersprocessed_at · required filter
Step 3

Defined once. Safely reused in chat.

Metrics like revenue, margin, return rate, inventory, or contribution margin aren't freely generated by AI. They're set up as controlled logic: with source, calculation, aliases, owners, time reference, required filters, and a description. oneAgent then recognizes the metric in natural-language questions and uses it reproducibly in chat.

Define metricTrusted
Metric name
Net revenue
Description
Sum of all paid net order values.
Aggregation
Sum
Category
Finance
Source
orders.net_sales
Time reference
processed_at · payment date
Required filter
Channel = Online shop
Aliases
RevenueTurnoverSalesMonthly revenue

What was net revenue in the online shop in 2024?

Verified metric

€4.82M

Net revenue · Online shop · Fiscal year 2024

Source: orders.net_salesTime reference: 2024Filter: Channel = Online shop
Define metricverify & approveuse in chat

In chat, oneAgent doesn't just recognize a word like "revenue" — it uses the previously defined metric, including source, time reference, and filters.

In daily use

Business teams ask in natural language — oneAgent delivers usable results.

Users don't need to know the table structure or write SQL. They ask questions like in chat and get results based on the configured metrics, data sources, and rules.

See use cases by team →
New chat
Revenue analysis 2024
Data David·Yesterday·12:43 PM
What was revenue per customer in 2024?
oneAgent·Yesterday·12:43 PM
Here is revenue per customer for 2024 – calculated with your metric "Net revenue":
Verified metric
CustomerRevenue
Butchers€102,351.45
Hotels€78,178.21
Gift shops€43,782.27
Chocolate shop€12,827.42
Basis of this entire query
Metric: Net revenueTime reference: processed_atFilter: Channel = Online shop
Type a question …
Sales

Result formats

Table

Detailed analyses, rankings, customer segments, product lists, or deviations.

Chart

Trends, comparisons, developments, and management overviews.

Summary

Quick management briefings or explanatory context.

Ideas & next steps

Campaign ideas, action recommendations, or root-cause hypotheses.

Forecast

ML-based forecasts based on historical data — forecasts, not verified actuals.

Dashboard building block

Recurring questions that should be saved and reused.

Control and operations

Self-service for business teams. Control for IT, BI, and data teams.

oneAgent is designed for company data. Access, roles, data sources, metrics, and business rules can be set up in a controlled way. Depending on requirements, operation in the cloud, on your own infrastructure, or on-premise is possible.

Roles and permissionsUsers only see the data and metrics they're authorized for.
Data sources and metric logicIT, BI, data, or business owners control which sources and metrics are used.
Transparency in answersAnswers can show the metric, source, time reference, and filter used.
Controlled AI useAI features are used within a designated company environment instead of copying data into external shadow AI processes.
See security & verified answers
Roles activeSource visibleFilter appliedMetric verifiedDeployment selectable
Users
Roles & permissions
oneAgent
Data sources
Deployment · Cloud / On-premise
A realistic rollout

No black box. No magic promise. A controlled data and AI layer.

oneAgent aims to make self-service easier — but should never suggest that data quality, metric logic, role permissions, and validation happen automatically without business ownership.

Not: AI magic

"always guaranteed correct""no errors possible""no configuration needed""AI automatically learns your entire business logic""all data sources connected productively in minutes""forecasts are guaranteed predictions"

Instead: a controlled process

verified answers based on defined metrics
existing systems stay authoritative
integrates step by step — no SQL for business teams
metrics are deliberately defined and verified
forecasts based on historical data
a pilot with clearly defined setup effort

Frequently asked questions

Answers about data connections, metric logic, and verified results.

No. oneAgent can complement existing databases, data warehouses, and source systems. Depending on the use case, it connects live or imports a selected data set into the oneAgent Lake.

No. Business teams ask questions in natural language. The technical data logic, metrics, filters, and relationships are set up in a controlled way in the background.

oneAgent uses AI to understand the question. The calculation, however, follows defined metrics, data sources, filters, time references, and business rules. Key metrics can be verified and approved as trusted.

Yes. The free trial runs for 14 days with prepared shop data, predefined metrics, and guided use cases. Your own data is currently connected together as part of a supported pilot project.

See how data sources become verified answers.

Try oneAgent for free with prepared shop data — or book a demo directly if you'd like to discuss data sources, connection types, security, or a pilot with your own data.

For pilot projects, we set up an initial data source, verified metrics, and concrete use cases together with you. Connect your own data

Not sure what fits? Compare trial, demo & pilot

How it works — from data to verified answers | oneAgent