AutoBI - AutoBI - Complete Documentation
Learn how to make the most of AutoBI's data analysis and artificial intelligence tools
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Introduction to AutoBI
AutoBI is the most intelligent Business Intelligence platform on the market. Designed for companies and agencies that need data analysis without technical complexity, powered by multi-model artificial intelligence.
Fast
Analysis in seconds, no complex configurations needed
Smart
Multi-model Agentic AI that discovers hidden patterns and generates actionable insights
Secure
Enterprise-grade encryption and regulatory compliance
Scalable
From small projects to enterprise and multi-client analysis
Key Features
Multiple Formats
Supports CSV, Excel, JSON, SQL databases and PDF files. Load your data in any format.
Automatic Cleaning (ETL)
The tool normalizes data, removes duplicates, validates emails and converts fields automatically.
Interactive Visualizations
Real-time charts with ECharts. Filter, group and drill down into your data.
Integrated Machine Learning
Automatic predictions, anomaly detection and trend analysis with scikit-learn.
Data Loading
AutoBI supports multiple data sources. Here's how to load each one:
Limits: Maximum 100 MB
Features:
- Automatic delimiter detection (comma, semicolon, tabs)
- Automatic encoding detection (UTF-8, Latin-1, etc.)
- Automatic headers in first row
Tip: Make sure your data is clean. AutoBI will apply ETL but heavily corrupted data may fail.
Limits: Maximum 100 MB
Supported formats: .xlsx, .xls
- First sheet is read by default
- Compatible with multiple headers
- Dates converted automatically
Note: If you have multiple sheets, load each one separately.
Limits: Maximum 100 MB
- Supports arrays of objects: [{"key": "value"}, ...]
- Nested objects converted to columns
- Null values handled automatically
Limits: Maximum 50 MB
Expected format: INSERT INTO or SELECT statements
INSERT INTO table VALUES (...)SELECT * FROM table WHERE ...
Useful for: Export data from your databases and analyze without direct connectors.
Limits: Maximum 10 MB
- Extracts tables from PDFs automatically
- Converts tables into DataFrames ready for analysis
- Background processing (fast response)
Note: Processing runs in the background. You'll receive a notification when it's ready.
Dashboards & Visualizations
AutoBI automatically generates interactive visualizations:
Pie Charts
Perfect for showing proportions and distributions. Ideal for categories.
Bar Charts
Clear comparisons between categories. Supports positive and negative values.
Line Charts
Perfect for time series and trends. Visualize changes over time.
Heatmaps
Correlation matrices showing relationships between variables.
Automatic Machine Learning
AutoBI automatically applies ML algorithms to your data:
Forecasting (Predictions)
AutoBI automatically detects date columns and generates predictions for the next 12 periods.
Algorithms: Linear Regression (basic) and Random Forest (advanced). Automatically selected based on your data complexity.
Anomaly Detection
Identifies unusual values that could indicate errors or significant events.
Methods: Z-score (univariate) and Isolation Forest (multivariate). Automatically marks outliers.
Statistical Analysis
Automatically calculates mean, median, standard deviation and correlations.
Benefit: Understand your data distribution without manual calculations.
Agentic AI — Your Intelligent Data Analyst
AutoBI integrates a multi-model Agentic AI system that acts as your personal data analyst. It's not a simple chatbot: it's an intelligent agent that reasons, analyzes and executes complex tasks on your data.
Multi-Model Architecture
AutoBI uses an intelligent routing system that automatically selects the best AI model for each task:
- General-purpose AI engine — Chat, dataset explanations, KPIs, dashboards and business recommendations (80% of requests).
- Advanced reasoning engine — Complex reasoning, advanced analytics, large dataset interpretation and agent orchestration.
- Code & automation engine — SQL generation, ETL, workflows, Python code, data transformations and automation design.
Benefit: Each task receives the optimal model without you having to configure anything.
AI Prompt Panel — Natural Language Analytics Agent
The AI Prompt Panel is the core of the Agent as a Service experience. It allows you to interact with your data using natural language, without needing SQL, formulas, or technical configurations. Integrated directly into the dashboard with streaming responses, auto-visualization, and session context.
Suggested Prompts
Quick-access buttons for the most common queries: revenue by country, 90-day forecast, anomaly detection, year-over-year comparison, top customers, emerging trends, customer segmentation, and SQL generation.
Chat History
Continuous conversation with the agent. Every question and answer is saved in the history for session context. You can clear the chat at any time.
Real-Time Streaming
Agent responses are streamed (Server-Sent Events), showing text as it's generated. You don't wait for the entire processing to complete.
Auto-Visualization
When the agent detects that your question implies a visualization, it automatically generates the corresponding ECharts chart and renders it on the dashboard canvas.
Conversational Analysis
Ask questions in natural language about your data and receive intelligent answers with full context.
Examples: "What are my most profitable products?", "Why are sales dropping?", "Show me emerging trends", "Which customers generate the most revenue?"
Natural Language Visualization Generation
Describe what you want to see and AutoBI creates it automatically. No manual chart builders.
Examples: "Show me revenue by country", "Compare this year vs last year", "Predict the next 90 days", "Detect anomalies", "Top 10 customers".
Strategic Recommendations
The AI agent proactively suggests actions based on patterns detected in your data.
Receive actionable insights, not just numbers. The AI tells you what to do with the information.
Session Context
The agent maintains your conversation context. No need to repeat information.
Example: "Show me sales by country" → "Spain only" → "Predict next 90 days". The agent understands each step without asking again.
Multi-language
Communicate in Spanish or English, the AI agent automatically adapts to your language.
Advanced Analysis
AutoBI goes beyond basic dashboards with enterprise-level analytical capabilities:
Customer Segmentation
Automatically groups customers by behavior, value and history. Identifies high-value segments and growth opportunities.
Cohort Analysis
Track user group behavior over time. Measure retention, churn and lifetime value by cohort.
RFM Analysis
Recency, Frequency and Monetary Value. Automatically classifies customers for targeted marketing strategies.
Funnel Analysis
Visualize and analyze conversion funnels. Detect where you lose customers at each stage of the process.
Temporal Trend Analysis
Time series decomposition: trend, seasonality and residuals. Ideal for strategic planning.
Cross Correlations
Discover hidden relationships between variables. Identify which factors truly impact your KPIs.
Agency Features
AutoBI is designed for marketing, consulting and data agencies managing multiple clients:
Multi-Client Management
Manage multiple clients from a single account. Each client with their own datasets, dashboards and independent reports.
- Up to 15 team members on Premium plan
- Separate workspaces per client
- Granular access control per team member
White-Label Reports
Generate professional reports with your branding to deliver to your clients.
- Export in PDF, Excel and CSV
- Customization with your agency's logo and colors
- Automatic scheduled email delivery
Automatic Scheduled Reports
Set up daily, weekly or monthly reports that are automatically generated and sent to your clients.
Example: "Send this dashboard every Monday at 8 AM to client@email.com" — Agentic AI creates the schedule automatically.
Custom KPIs per Client
Define specific metrics for each client. AutoBI calculates and visualizes the KPIs that truly matter for each business.
Client Data Source Integration
Connect data from multiple sources per client: Google Analytics, Meta Ads, Shopify, CRMs and more.
Centralize all your clients' data in one place for cross-analysis.
Integrations
AutoBI connects with your favorite tools:
Automatic Email
Receive scheduled reports by email
Webhooks
Real-time integration with external APIs
Export
Download in Excel, PDF or CSV
REST API
Programmatic access to your data
Plans & Pricing
Starter Plan
Ideal for entrepreneurs and small businesses
- Data loading (CSV, Excel, JSON)
- Basic interactive dashboards
- 3 team members
- Agentic AI for basic queries
- Report export
- Standard support
Gold Plan
Perfect for small and medium businesses
- Everything in Starter
- Automatic Machine Learning
- Predictions and forecasting
- Anomaly detection
- 7 team members
- Advanced analysis (segmentation, cohorts)
- Priority support
Premium Plan
For agencies and growing companies
- Everything in Gold
- Full multi-model Agentic AI
- Multi-client management for agencies
- White-label reports
- 15 team members
- Webhooks & REST API
- VIP Support 24/7
- Automatic scheduled reports
Need Help?
Our support team is available to help you: