AI intake for data and analytics firms
Porto learns the business question, the data sources, the tools in place and who will use the results, so your analysts start scoping with context.
Quarry Analytics
AI assistant
Hi, I’m the AI assistant for Quarry Analytics. What question are you trying to answer with your data?
Why our repeat customers are dropping. The data sits in our ecommerce platform, our email tool and a lot of spreadsheets.
Data sources already covered
So it moves on to the team
Thanks. Who would use the results day to day, and does anyone on staff work with data now?
What Porto does for data and analytics firms
Porto replaces the contact form on a data and analytics firm’s website with a short AI conversation. It learns the business question, the data sources, the current tools, the team using the results and the timeline, and sends your solutions lead a brief before the discovery call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Question
The decision or problem behind the request
Sources
Systems, databases and spreadsheets involved
Tools
Current reporting, warehouse or dashboard tools
Team
Who uses the results and any analysts in house
Timeline
Board meetings, launches or other deadlines
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Wildflower Goods
77
Strong fit
Question
Why repeat purchases are falling
Sources
Ecommerce platform, email tool, spreadsheets
Team
Marketing lead, no analyst on staff
Timeline
Findings before the spring planning cycle
Questions from data and analytics firms
Can Porto recommend tools or methods?
No. It collects the context your analysts need and leaves recommendations to them.
Is sensitive data shared in the chat?
Porto asks about systems and goals, not the data itself, and conversations go only to the tools you connect.
What if the project is too small?
You decide which projects fit. Porto lets smaller inquiries know kindly and can point them elsewhere.
See Porto set up for data and analytics firms
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo