AI Agent Foundations: Create Your Own Business Agent

What if every business user in your organization could get instant, conversational answers from your data, without writing a query, opening a dashboard, or waiting on an analyst? 

That’s exactly what AI agents built on Strategy make possible. And in this webinar, you'll master the complete workflow to create an AI assistant from scratch. 

Using Strategy’s no-code capabilities, you’ll learn step by step how to transform traditional dashboards and datasets into intelligent assistants that understand business questions, surface insights on demand, and show their work, with full transparency into how every answer is generated. 

No coding required. No prior AI experience needed. Just a practical, guided session that ends with the complete workflow to create an AI assistant from scratch. 

What you’ll learn 

• How custom AI agents revolutionize analytics by enabling conversational, self-service insight discovery, and why this matters for your organization
• How to identify clear business goals, target users, and data requirements before building your agent
• How to prepare and refine your data for AI, including enabling datasets and creating AI Data Collections
• How to build and fully customize an AI agent inside Strategy Library, without writing a single line of code
• How to interact with your agent using natural language, suggested questions, and actionable insights, and how to deliver interactive visualizations to end users

  What we’ll cover 

• Introduction to AI agents and the case for conversational, self-service analytics
• Defining your agent: business goals, target users, and data requirements
• Preparing your data: enabling datasets and building an AI Data Collection
• Building and configuring your AI agent in Strategy Library, no code required
• Testing your agent: natural language queries, suggested questions, interactive visualizations, and insight transparency
• Live Q&A