AI Assistant

Your AI assistant for answers, reports and fixes across your data

Ask which jobs are over budget in plain language and the BEEM AI Assistant answers from your data, then does the follow-up work. It saves the answer as a dataset, builds the dashboard, proposes a data test or explains a failed refresh, and you review each step.

You
Question to the AI Assistant: Which projects are over their labour budget this quarter?
AI Assistant progress: looking through Labour_Hours, running a query on your data, writing it upThought process panel showing the SQL query the AI Assistant ranAI Assistant answer: 3 of 14 active projects are over their labour budget, with a table of budget and actual hoursProposed data test: no worker logs more than 16 hours a day, with a Create the test buttonLabour hours vs budget dashboard ready, with an Open the dashboard button

Companies running on BEEM

Coffrages SynergyEMD BatimoGroupe GeyserLe Groupe MauriceMG ConstructionRésidences des BâtisseursGroupe Petra

How it works

From scattered systems to your first answer in three steps

Maestro, Procore and QuickBooks connected to BEEM, with Connection Successful and data ready to explore
1

Connect your systems

Start by connecting Maestro, Procore or QuickBooks once, and BEEM keeps the data fresh in one place.

A question asked in plain language, the AI Assistant working through the data, and its answer: 3 of 14 active projects are over their labour budget
2

Ask in plain language

Then anyone on the team asks a question the way they would ask a colleague.

Answer table with Create dataset and Create dashboard actions, and a proposed data test ready to create
3

Let it do the follow-up

From there, ask it to save the answer as a dataset, build the dashboard or propose a test, and review each one before it is saved.

Ask AI

Ask about your data without leaving the page you’re on

Click “Ask AI” on a dashboard, dataset, Data Lake table, flow or Monitor and the AI Assistant opens beside your work. It knows what’s on screen, so you can ask questions about “this dataset” in plain language without exporting anything first.

Ask AI on Dashboards, Datasets, Data Lake, Flows and Monitor, with Datasets selected
The Labour_Hours dataset page, dimmed, with the Ask AI panel open beside it explaining what is in the dataset

Check the work

Can you defend that number when someone asks where it came from?

Before a figure goes into a meeting, open “Thought process” under the answer. It shows the SQL the assistant ran and the rows it read, so you can explain any number and catch a wrong one before anyone else does.

An AI Assistant answer saying 3 of 14 active projects are over their labour budget, with Tour Saint-Roch at 118%, and the Thought process opened to show the reasoning summary, the SQL query and the rows it returned
Tour Saint-Roch, over budget: 118% of budgeted hours this quarter, 7,552 actual hours against 6,400 budgeted

AI dashboards

Dashboards for the weekly review without a BI project

Where AI dashboards are enabled, describe the dashboard you need in your own words. The assistant builds it from your data, usually in a few minutes, so the weekly review gets its report without a ticket to the data team.

See AI dashboards
Three plain-language requests, each above the AI dashboard it produced: labour hours against budget for every active project, change orders by client this year, and equipment hours by site week over week, which is ready to open
Request: Labour hours against budget for every active project, above the Labour hours vs budget dashboard showing 3 projects over budget, 41,880 hours this quarter and 94% of budget usedRequest: Change orders by client this year, above the Change orders by client dashboard showing 27 change orders worth $1.14M, 81% approvedRequest: Equipment hours by site, week over week, above the Equipment hours by site dashboard with a notice that it is ready to open

Collaboration

Team knowledge that stays when people move on

Conversations are saved in BEEM, so the way someone answered a hard question stays with the team. That turns conversational analytics into a record your colleagues can search, reuse and build on.

Month-end questions that start from the same context

Group related conversations in a project with shared instructions, reference files and default datasets, so each new question begins with what the team already agreed.

Edit project form in BEEM with project name Q4 job costing, custom instructions, knowledge and default datasets Labour_Hours and Project_Budgets

Last quarter’s answer is one search away

Search past conversations from any device. Each one shows the page where it started, so nobody has to ask the same question twice.

Send the answer with its workings

Share a conversation with your workspace as read-only, or download it as a PDF or as CSV tables ready for the board pack.

Download conversation dialog offering data tables plus transcript as CSV in a zip, or a PDF document

Context it remembers, so you don’t repeat it

With Memory turned on in your workspace, the assistant remembers your facts and preferences between conversations. You can see, edit or clear everything it keeps.

Memory panel listing saved facts such as Fiscal year starts in April and Prefers labour in hours, each editable, with a Forget everything option

For your data lead

The monthly report you build once and keep

For whoever looks after your data, the assistant can build the dataset behind an answer. Ask it to save the answer as a dataset and it deploys it to the Warehouse, runs its first refresh, then proposes a data test that “passes today”.

BEEM AI Assistant conversation saving an answer as the Labour Budget by Project dataset, deployed to the Warehouse with a proposed data test, next to the Datasets page showing the new scheduled dataset

Monitor

Get your morning back when a refresh fails overnight

Open Monitor and click “Ask AI”. The assistant reads the failed run, explains in plain language why the refresh failed and proposes a SQL fix it has already test-run. Nothing is saved until you click “Review in the editor” and deploy it.

BEEM Monitor event log showing the Labour_Hours dataset failed, with the AI Assistant panel explaining the renamed column and proposing a tested SQL fix to review in the editor

Governance

Security your IT lead can sign off on

Secure AI data analytics means every query the assistant runs stays inside one workspace. The AI Assistant page reads the datasets marked searchable, the Ask AI panel can use every dataset in the workspace, and queries never change data. Datasets, tests and fixes are saved only when someone clicks.

BEEM AI Assistant running on Amazon Bedrock with Claude: the question “Which projects are over their labour budget this month?” in the composer, with Conversation Details showing the three datasets the AI can access in this conversation

Claude, through Amazon Bedrock

It runs on Anthropic’s Claude through Amazon Bedrock. Requests stay within AWS, and your conversations aren’t used to train AI models.

AWS Partner Advanced Tier Services badge

SOC 2, PIPEDA and GDPR

BEEM is SOC 2, PIPEDA and GDPR compliant and an AWS Advanced Tier Partner, so your IT lead can check each one before signing off.

Data experts

Need help with a complex system? Our data experts are available

The platform is self-serve, and our data experts are available when you need help connecting a complex system or designing the questions that matter.

  • Custom connectors, built on request
  • Dashboards built with your team
  • Help choosing the numbers that matter

“With BEEM, we already have this ready-made solution with internal specialists. We can go directly to analysis without having to build a project that could take years.”

Hughes Gagnon

VP Innovation and Technology, Coffrages Synergy

Common questions about the BEEM AI Assistant

Frequently Asked Questions

What is the BEEM AI Assistant?

It’s the AI assistant for data built into the BEEM platform. You ask about your business in plain language and it answers from your workspace’s datasets. It can also create datasets, tests and, where enabled, AI dashboards.

Do I need to know SQL to use it?

No. You type the question the way you would ask a colleague, and the assistant writes and runs the SQL itself. Anyone who wants to read the query can open “Thought process” under the answer.

How do I know an answer is right?

Open “Thought process” to see the reasoning, the query it ran and the data it returned, then compare the figure with its rows. If an answer is wrong, the thumbs-down lets you say what went wrong.

Which data can the AI assistant see?

Only datasets in your workspace. The AI Assistant page uses the datasets marked as searchable, and you can narrow each conversation. The “Ask AI” panel can use every dataset in the workspace. It can also read public web pages and your project notes.

Can it change or delete my data?

No. Its queries are read-only. A proposed dataset, test or SQL fix is saved only when you click to create or deploy it, and you can review each one in the editor first.

Which AI model does it use, and is my data used for training?

BEEM uses Anthropic’s Claude, called through Amazon Bedrock on AWS. Chats with the AI Assistant aren’t used to train AI models, and BEEM holds SOC 2, PIPEDA and GDPR compliance.

Can it build dashboards and reports?

Yes, where AI dashboards are enabled in your workspace. Describe the dashboard and the assistant builds it from your data. Only its creator can change it with AI, and everyone it’s shared with can view it.

How is it different from a general AI chatbot?

A general chatbot doesn’t know your numbers. The BEEM AI Assistant runs real queries on your connected data, shows how it got each answer, and acts inside BEEM, for example by saving a dataset or explaining a failed refresh.

Who on my team can use it?

Every member of a workspace can open the AI Assistant, because access follows workspace membership. Conversations stay private until you share them or move them into a public project, and shared conversations are read-only for others.

Is the AI Assistant available in French?

Not yet. The BEEM app, including the AI Assistant, is currently available in English.

The AI Assistant composer, empty and waiting for a first question: “Ask a question, or say what to build”