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Key Concepts

Welcome to Aliveo AI! These are the fundamental building blocks you’ll use to turn raw data into actionable insights and automated workflows.

Aliveo AI Data Agents

Your AI-powered data assistant, embedded throughout the platform.

  • Natural-language interface: Ask questions in plain English and get instant answers with visualizations, or summaries.
  • Context-aware: Automatically leverages your connected datasets, business contexts and knowledge graph to deliver relevant answers. Its memory retains context across interactions, so follow-up questions build on previous insights.
  • Smart suggestions: Proactively recommends next questions, based on your data and past interactions, to help you explore deeper.

Overall, Data Agents work like personal data analysts, guiding you through your data landscape and surfacing insights you might not have thought to ask for. Underneath the hood, they orchestrate complex interactions with your data by leveraging dedicated AI agents for different tasks, such as planning, coding, validating, reporting, and visualization. They learn from your interactions to become more effective over time, adapting to your unique business context and data landscape.

Analytics Chat

An interactive conversational workspace where you can collaborate with Aliveo AI towards solving data challenges.

  • Multi-turn dialogue: Track context across messages—follow up on previous questions, drill down into anomalies, or pivot to new analyses.
  • Shared history: All chats history is preserved and can be revisited or branched off for new investigations.
  • Rich outputs: We embed charts, tables, links and images, directly in the chat stream. Charts are interactive Plotly visualizations—zoom, pan, autoscale, or download a PNG with one click.
  • Click-to-chart: Turn any chat result into a chart on demand, even after the analysis is complete.
  • Mentions and chips: @-mention accounts, metrics, or saved context inside the message editor; selected accounts, data contexts, and date ranges appear as chips above the input so you always know what scope you’re asking inside.
  • Export & share: Easily share an entire chat with your teammates, save visualizations, or export the data table to Google Sheets or CSV for further analysis.

Automation Agents

Automate repetitive multi-step data processes without writing code.

  • Step-wise builder: Create workflows by chaining together different complex data tasks.
  • Schedule: Run workflows on your schedule—weekly reports, daily campaign monitoring, monthly business reviews on the first or any specific day of the month, quarterly business reports, or one-off analyses.
  • Templates: Start from pre-built workflow templates for common tasks like monitoring ad performance, anomaly detection, root-cause analysis, creative coverage, keyword suggestions, competitor insights, and more.
  • Fresh re-runs: Re-execute an existing agent against the latest data and the newest version of the underlying plan—useful when a template has been improved or your data has been refreshed.
  • Report Chat (Deep-Dive): Every workflow report has a built-in chat panel. Click Deep-Dive inside any report to ask follow-up questions grounded in that exact run—drilldowns, comparisons, validations, what-ifs—without leaving the page. See Report Chat.
  • Notifications: Receive alerts on email or Slack when workflows complete, so you can take action immediately.

Dashboards

Centralized spaces for monitoring KPIs and trends. An easier way to visualize your data and share insights with your team.

  • Multi-data views: Combine multiple metrics across different datasets into a single dashboard view.
  • On-demand filters & drilldowns: Easily filter on specific column values or metric ranges and save for future views.
  • Scheduling: Set up dashboards to refresh on a schedule, so you always have the latest data at your fingertips.
  • Alerting: Set thresholds and receive notifications (email, Slack) when metrics breach defined limits. This feature is fully set up in natural language, so you can say things like “Alert me when WoW ROAS drops by 10%” or “Notify me if CPA exceeds $50 only for those campaigns which have ‘Travel’ in their name.”

Datasets

Your structured goldmine—tables, views, or query results you can explore and share.

  • Ad Platform Data: We automatically connect to your ad platforms (Google Ads, Meta Ads, TikTok, LinkedIn, Apple Search Ads, Moloco, etc.) and pull not only campaign performance data, but also change logs, keywords, creative assets, settings, breakdown details and more. Overall, we handle the data wrangling for you, so you can focus on insights. We provide the following unified datasets:
    • Ad Performance Data: Campaign performance metrics, settings, and change history grouped at different granularities such as campaign, ad group, and ad level.
    • Creative Data: Ad creatives, images, videos, and metadata, plus extracted features (themes, captions, visual attributes) for video and image creatives.
    • Keyword Data: Keyword performance, match types, search terms, and historical changes.
  • Custom Data: API-level integration with your data warehouse, Google Sheets (including .xlsx workbooks), or local CSV files. You can select which columns to include, apply filters, and create custom views. Custom datasets can be joined with ad platform data on a key column for deeper insights, and you can tag custom columns with semantic hints (e.g. revenue, cost, KPI) so the AI knows how to use them.

Knowledge Documents

Free-form supporting documents that teach Aliveo AI about your business—campaign-naming conventions, brand books, KPI definitions, audience playbooks, partner agreements, and so on.

  • Supported formats: Google Docs, Google Sheets, CSV, and inline custom text.
  • Scoped sharing: Attach a document to a specific account, to a business, or globally across the organization.
  • Available across the platform: Aliveo AI consults knowledge documents in Analytics Chat and Automation Agents to better understand acronyms, naming conventions, and business rules.

See Knowledge Documents for the full guide.

Context System

A layered system that tells Aliveo AI how your business reads its own data—what KPIs matter, what acronyms mean, what to exclude, and how to interpret edge cases.

  • Global Context: Organization-wide defaults that apply to every business and every account—company-wide language and conventions.
  • Org Context: Per-business overrides for a specific line of business.
  • Account Context: The narrowest scope—instructions, definitions, and document attachments that apply to a single ad account or a group of accounts.
  • Cascade: Account inherits Org which inherits Global. Each level can compose with or override its parent.
  • Metric-aware resolution: When you ask about a metric (e.g. “ROAS”), Aliveo automatically pulls in the right hints—definitions, formulas, and exclusions—from the relevant level of the context tree.

See The Context System for the full guide.

Data Knowledge Graph

The semantic layer that connects all your entities, concepts, and relationships. We build a rich, interconnected web of your data that enhances understanding and insight generation. This is the backbone of Aliveo AI’s intelligence, enabling it to understand the context and relationships within your data. We consider different aspects of your data landscape, including but not limited to:

  • KPI & Metric Funnels: Different lines of business, marketing channels, and customer journeys may optimize for different metrics. We capture these as semantic models on a per-account basis, so you can ask questions like “What is the KPI for search campaigns last week?” or “Which campaigns were performing poorly?” and get answers without having to specify the KPI name or the campaigns involved.
  • Tags: We automatically infer tags on your campaigns, along with ingesting different label information from your ad platforms. Tags can be used to group campaigns together, so you can ask questions like “What is the ROAS for all BOF campaigns?” or “Show me the performance of all campaigns in US vs EMEA.”
  • Creative Features: For image and video creatives, we extract a taxonomy of features (themes, visual elements, CTAs, captions) that powers queries like “Which discount-themed ads outperformed brand-trust ones?”

Workspaces, Roles & Authentication

Aliveo AI is built for teams. The basics:

  • Organizations and businesses: Every account belongs to one or more organizations. Within an organization, you can define multiple lines of business, each with its own integrations and contexts.
  • Primary and secondary users: Primary users administer the workspace and can invite secondary users—teammates with scoped access to the same data.
  • 2FA enforcement: Primary users can require two-factor authentication for every member of the team.
  • Step-up auth (email OTP): Sensitive actions—enabling/disabling users, changing Slack permissions, toggling 2FA enforcement—require a fresh one-time-code re-authentication, even after you’ve already signed in.
  • SSO/SAML: Enterprise customers can sign in via their identity provider; user management surfaces adapt to SSO-managed teams.

See User Management for the full guide.