AI-Powered Analytics Built for the Way Your Team Works.
Stop waiting on reports. Stop writing queries. Bold BI's AI understands plain English and turns your questions into charts, dashboards, and insights in seconds.
No credit card required
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Three AI entry points. One platform.
Each one lives where you already work no new tools to learn, no separate AI console to open. All three share the same AI engine and security model.
Create visuals by describing what you need
Type a request in plain English. AI Copilot builds the chart, adjusts colors and labels, and handles layout right inside the Dashboard Designer. No technical skills needed.
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Build charts from plain-English requests.
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Adjust chart type, colors, and labels through follow-up prompts.
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No data modeling or query language needed.
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Every AI visual is fully editable afterward.
Analyze dashboards by asking questions
Ask anything about the data inside any dashboard trends, comparisons, anomalies. The AI Agent reads your connected business data and returns contextual answers instantly.
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Data Mode — explore raw data with natural language.
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Dashboard Mode — get AI summaries of existing dashboards.
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Works with your existing dashboards — no changes needed.
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Contextual answers based on live, connected data.
One conversational space for all your data
Ask questions, get visualizations, and access dashboard summaries — all in one place. The AI Assistant combines the power of AI Copilot and AI Agent in a single interface, for everyone.
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Ask questions and get instant answers with visuals.
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Access dashboard summaries without opening a specific dashboard.
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Combines AI Copilot and AI Agent in one interface.
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Designed for every user — no BI expertise required.
From a plain question to a governed answer in three moves
No new data environment, no replication step, and no query language. The AI reads your data model's structure — not your rows — and answers against live, connected data.
You ask in plain English
Type the question the way you'd say it out loud in the Designer, inside a dashboard, or in the AI Assistant hub. Synonym support maps your team's vocabulary to the right fields.
Bold BI resolves it against your model
Table and column names go to the language model as context. Raw data rows do not. Row-level security, roles, and SSO still decide what any given user can see.
You get an answer you can keep
A narrated insight, a chart, or a full dashboard every AI-generated visual is editable afterward, exactly like one you built by hand.
Your data has answers. Getting to them shouldn't require a specialist.
Questions take seconds; most BI tools still take days. Elsewhere, "AI-powered" means a new product to configure and a new bill to meter. Here's what it means at Bold BI.
| The question | Common in the market | With Bold BI |
|---|---|---|
| Where the AI lives | A separate AI product or console to configure and adopt | Three surfaces inside the tools your team already uses — Designer, Viewer, and a standalone hub |
| What reaches the model | Data replicated into an AI environment before features work | Table and column names as context — no raw data rows, no replication step |
| Who owns the AI provider | The vendor's model, on the vendor's key | BYOK — your own OpenAI, Azure OpenAI, or Anthropic credentials |
| How cost behaves | A per-query meter, so cost scales with curiosity | AI Credits Management — consumption tracked and governed per team |
| Where it can run | Cloud only, with AI features gated by tier or region | Cloud, on-premises, Docker, or Kubernetes — the same AI feature set |
More ways Bold BI's AI works for you
Beyond the three core AI surfaces, Bold BI includes supporting capabilities that extend what you can do with AI across dashboards, applications, and organizational governance.
Prompt-to-Dashboard
Convert a single text prompt into a fully functional, interactive dashboard. Bold BI interprets the request, identifies relevant data, and generates visualizations with multiple widgets and value labels enabled. No manual setup required.
Smart Narrations
Generate plain-language, AI-powered summaries that explain dashboard metrics, trends, and insights. Enable or disable narrations per dashboard and per widget, so every team member understands what the data says — without interpreting charts themselves.
Embed AI into your app
Bring Bold BI's AI capabilities into your own applications using JavaScript SDKs or APIs. Deliver AI-powered analytics with full White-label customization layouts, colors, and domains while keeping SSO, row-level security, and audit logs in place.
Bring your own key (BYOK)
Configure and use your own AI provider API keys directly within Bold BI. Connect OpenAI, Azure OpenAI, or Anthropic using your own credentials, for greater control over AI usage, billing, security, and governance.
AI Credits Management
Monitor and manage AI usage across the organization. Administrators track AI credit consumption, manage AI-powered operations across teams, and gain visibility into AI resource utilization — for predictable costs and responsible adoption.
Synonym support for AI queries
Improve AI query accuracy by letting the AI Assistant recognize alternative business terms and field names. Users query data using familiar terminology, and the AI maps synonymous terms to the right data fields for more relevant answers.
AI you can trust — and control
Adopting AI in analytics raises real questions about data security, cost predictability, and governance. Bold BI answers each one with a mechanism, not a promise.
Data control
Metadata-only context keeps raw rows out of the language model. And for organizations that need to choose exactly which provider processes their queries, BYOK connects your own OpenAI, Azure OpenAI, or Anthropic keys directly within Bold BI.
Cost control
AI Credits Management gives administrators visibility into credit consumption across teams and the organization, so AI usage is tracked and governed not an unpredictable line item that grows with every question your users ask.
Compliance
Role-based access, SSO, and encryption apply to AI features exactly as they do everywhere else in Bold BI. Audit logs are securely stored, immutable, and exportable for reporting.
Built for the person asking and the person who supports them
Dashboard creator / analyst
Types "show me Q2 sales by region as a bar chart" in the Designer, then refines colors and labels with follow-up prompts instead of manual formatting.
Business user / operations lead
Asks "what were return rates by category last quarter?" inside an existing dashboard and gets an answer with a chart back no ticket raised to IT.
Executive / LOB leader
Opens the hub for a plain-language summary of the latest performance dashboard: the trends, anomalies, and key metrics, all in one conversational view.
Developer / ISV embedding Bold BI
Embeds Copilot, Agent, and Assistant into a White-labeled SaaS product through SDKs and APIs, with SSO, row-level security, and audit logs in place.
Analytics that Wins Awards and Users.
Recognized by G2, TrustRadius and Visual Studio Magazine for delivering standout performance and value.
I appreciate Bold BI for making it easier to provide reporting for our customers, allowing both our analysts and customers to easily build and publish reports. The ability to build dashboards and modify queries for specific outcomes is very user-friendly. I value the mobile readiness of the app and its integration capabilities with API structures. The addition of AI features is impressive. The economic pricing model and the effective partnership, which includes consistent and helpful support, make it an invaluable tool for our OEM model.
Ravi S.
The support from Bold is unmatched. They do not charge extra for support and it is excellent anyway. All our tickets and questions are quickly answered with authoritative and precise guidance. This is important at the product is complex, powerful and mature. To get the most out of the tool, the level of support they provide is essential.
Murph M.
It was easy to implement data visualizations into our product. The standard widgets allowed us to build professional looking dashboards, and a robust API provided excellent control of the development and runtime process from within our application.
Scott Y.
Users Love Us
Visual Studio Reader's Choice - 2025
Leader - Fall 2025
High Performer - Fall 2025 EMEA
Regional Leader - Fall 2025 AMERICAS
TrustRadius Tech Cares
Capterra - 4.9/5
G2- 4.4/5
GetApp - 4.9/5
Software Advice - 4.9/5
AI-powered analytics frequently asked questions
AI Copilot lives in the Dashboard Designer and helps creators build and customize visuals by typing requests in plain English. AI Agent lives in the Dashboard Viewer and lets consumers analyze existing dashboards by asking questions in natural language. AI Assistant is a standalone, centralized hub that combines data exploration and dashboard summaries in one conversational interface — designed for anyone in the organization.
It's a set of AI-driven features built into Bold BI that let users interact with data using natural language, automatically generate dashboards, and receive plain-English insights — without writing code or learning a query language.
The Unified AI Agent is the conversational AI engine within Bold BI that powers the AI Assistant hub. It operates in two modes: Data Mode (ask questions about connected data) and Dashboard Mode (get AI-generated summaries of existing dashboards).
Ask questions in natural language and get instant answers. Generate charts, visualizations, and complete dashboards from a single text prompt. Receive AI-generated summaries of any dashboard. Explore data conversationally using the AI Assistant. Customize AI-generated visuals in the Dashboard Designer. Embed all AI features into your own applications via SDKs and APIs.
Yes. The AI Agent integrates with your existing dashboards and answers questions using the live data already present — no need to recreate or modify them.
Yes. AI-generated dashboards can be refined, rearranged, and styled just like any manually created dashboard in Bold BI.
Prompt-to-Dashboard converts a single text prompt into a fully functional, interactive dashboard. Bold BI interprets the request, connects to relevant data, and automatically generates dashboard visualizations with multiple widgets — no manual setup required.
Synonym Support allows the AI Assistant to recognize alternative business terms and field names. Users can query data using familiar terminology — for example, “revenue” instead of “TotalSales” — and the AI maps synonymous terms to the correct data fields for more accurate responses.
Bold BI uses your data model's table and column names as context for AI queries. Clear, well-labeled column names improve answer accuracy. Raw data rows are not sent to the underlying language model.
Yes. Bold BI applies role-based access, SSO, audit logging, and data encryption to AI features. The platform is ISO 27001 certified and SOC 2 Type II, GDPR, and HIPAA compliant. Audit logs are stored immutably and are exportable for reporting.
BYOK lets organizations configure and use their own AI provider API keys directly within Bold BI. Supported providers include OpenAI, Azure OpenAI, and Anthropic. This gives greater control over AI usage, billing, security, and governance.
AI Credits Management lets administrators monitor AI credit consumption, manage AI-powered operations across teams, and gain visibility into AI resource utilization across the organization — ensuring predictable costs and governed usage.
Yes. Bold BI's embedded analytics platform lets you integrate AI-powered dashboards, the AI Agent, and the AI Assistant into your own apps using JavaScript SDKs or APIs, with full white-label branding control, SSO, row-level security, and audit logs.
Bold BI supports OpenAI, Azure OpenAI, and Anthropic through BYOK (Bring Your Own Key). Organizations can connect their preferred AI provider using their own API credentials.
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