Explore Your Data with the Unified AI Agent (Beta)

Bold BI’s Unified AI Agent makes working with data simple. Powered by smart language models, it lets you ask questions in plain English and get quick answers—all in one easy-to-use space. In dashboard mode, the AI can summarize key insights from existing dashboards, highlight trends, anomalies, and performance metrics. 

  • Ask Questions, Get Instant Answers No need to use filters or search through dashboards. Just ask questions like “What were last quarter’s sales trends?” or “Compare regional performance.” The AI understands your question and gives you quick, clear answers using your connected data.
  • See Your Data Clearly The AI agent turns your questions into charts and graphs. You can easily spot patterns and compare numbers—without doing any manual work.
  • Everything in One View All your results appear on one clean screen. You can switch between Data Mode to ask questions about your data and Dashboard Mode to get quick summaries of your dashboards.

Smarter Analytics with Generative AI

Turn data analysis into a conversation. Get insights instantly with natural language queries and AI-generated visuals — no complex setup needed. 

AI Copilot

  • Create customized visuals by typing your request in plain English.
  • Adjust chart types, colors, and labels to match your needs.
  • No technical skills required — type your question, and AI handles the rest.

AI Agent

  • Analyze data directly inside dashboards using everyday language.
  • Get conversational replies that highlight patterns and compare data.
  • View AI-generated responses and visualizations instantly in View Mode.

Smart Narrations for Data Clarity

  • AI-generated narrations explain each visualization in a simple language.
  • Enable or disable summaries for dashboards and widgets — full control over what’s shown. 
  • Get easy-to-read summaries that make it simple for everyone to understand and act on key insights.

Embed AI into Your App

  • Bring Bold BI’s AI power to your own app using JavaScript SDKs or APIs.
  • Match your branding with full white-label options for layout, colors, and domain.
  • Enjoy enterprise-grade security with SSO, row-level security (RLS), and audit logs — your data stays protected everywhere.

Prompt to Dashboard

  • Converts a simple text prompt into a fully functional, interactive dashboard—no manual setup needed
  • AI interprets the prompt, connects to relevant data, and builds a dashboard with six widgets and value labels enabled.
  • Saves time for non-technical users and reduces reliance on developers or analysts.

Enterprise-Ready Compliance

Bold BI follows the highest global standards for data protection. Your audit logs are securely stored, immutable, and easy to export for reporting. 

Bold BI ISO 27001 Certified
Bold BI SOC 2 Type II Compliant
Bold BI GDPR Compliant
Bold BI HIPAA Compliant
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Support and Resources

Get the help you need to make the most of Bold BI. Our tools and team are here to guide you. 

Simple Guides

Find clear guides, tutorials, and API tips to help you use Bold BI with confidence.

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Quick Help

Reach out anytime. Our team gives fast answers and real help when you need it.

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Learn with Experts

Watch short videos and join live sessions to learn new skills and best practices.

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What Our Customers Say About Us

See what our customers say about us and our embedded analytics and business intelligence product.

What we liked best was the ability to connect to on-prem data sources, easy connectors, embedding visualizations, and a reasonable cost.

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Samuel Davidson Application development manager

We evaluated a bunch of dashboard solutions for one of our top clients. Finally, we zeroed down on Syncfusion. We are super happy with the results.

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Tushar Apshankar Tudip Technologies

I like a lot of the dashboard features. The new user management server helps me to handle the users and authentication all in one place.

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Pedro Hernandez Peopleworks

Now I can basically provide anything the customer needs from their dashboard, and I really don't have limitations. I can customize anything.

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Timothy Kenny Traffic Data Exchange

Frequently Asked Questions

It’s a set of AI-driven features that allow users to interact with data using natural language, automatically generate dashboards, and receive plain-English insights—without writing code. 

You can: 

  • Ask questions in natural language. 
  • Instantly generate charts and dashboards. 
  • Receive AI-generated summaries of your data. 
  • Explore data conversationally using the Unified AI Agent. 

The Unified AI Agent is a conversational interface within Bold BI that lets users analyze data directly inside dashboards using natural language queries. 

Yes, the AI Agent integrates seamlessly with your existing dashboards. It allows you to ask questions in natural language and provides contextual answers based on the live data already present in your dashboards—no need to recreate or modify them.

Yes. You can refine, rearrange, and style the dashboards just like any manually created one. 

Yes. Bold BI ensures enterprise-grade security with role-based access, SSO, audit logs, and data encryption. 

Yes. Bold BI’s embedded analytics platform allows you to integrate AI-powered dashboards and agents into your apps with full branding control.  

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