Get started with Intelligence Navigator

Every organization is on a journey with its data. Think about everything that is generated each day — sales in spreadsheets, customers in your CRM, invoices and contracts in documents, and feedback in reviews, tickets, and conversations.

Before data can drive a decision, it has to be turned into something people can understand and trust. Data analysis is the process of identifying, cleaning, transforming, and modeling data to discover meaningful information. Intelligence Navigator automates most of that process and pairs it with AI that explains what it finds in plain language.

Turning data into decisions is not one person's job. In many platforms, insight is locked behind specialist roles. Intelligence Navigator is designed so that every role in the organization — technical or not — can work from the same source of truth.

Intelligence Navigator is industry agnostic. It works with the data, documents, conversations, goals, and workflows an organization already has rather than forcing every business into one industry-specific model.

Whatever your role, working in Intelligence Navigator revolves around five tasks. You will spend different amounts of time in each depending on what you are trying to achieve.

Answer the following questions to see what you've learned.

In this module, you learned how Intelligence Navigator brings analytics, agentic AI, Vision AI, automation, dashboards, reports, Presentation AI, and OKRs together in one workspace — and how owners, founders, firms, and technical and non-technical teams each use it to turn data into decisions.