Knowi for
operations leaders
Live dashboards on the systems you already run. An alert when a number moves. Answers in Slack or Teams. And an app for the work that needs an owner.
Connects directly to your ERP, CRM, support, payments and finance systems. Nothing moves to a warehouse first.
Operational analytics across all your systems
Your numbers live in five systems, so the weekly review lives in a deck someone rebuilt on Sunday night. Knowi connects to each system, joins them in one view, and uses the same data for the dashboard, the alert, the answer and the app. The number is the same in all four.
See it, get alerted, ask about it, act on it
One view across the tools you already use
Knowi connects directly to NetSuite, Salesforce, Shopify, Zendesk, Jira, QuickBooks, Stripe and the databases behind your own product, and joins them in one view. No warehouse project before the first dashboard.
- 70+ native connectors across SaaS apps, SQL, NoSQL and REST APIs
- Joins across sources, so "orders by support tickets by invoice status" is one chart
- 40+ chart types, drilldowns, filters and ad hoc slicing
- Role and row-level security, so each manager sees only their region
Get alerts when a number moves
Set a threshold, or let anomaly detection learn what normal looks like and tell you when a number leaves it. Alerts go to Slack, Teams, email or a webhook. If the alert raises a question, ask it in plain English in the same channel. An agent runs the query, builds the chart and answers.
- Threshold alerts, anomaly detection, or your own alert rules
- Delivered to Slack, Microsoft Teams, email or webhook
- Ask questions in plain English from Knowi, Slack or Teams
- Scheduled reports go out as PDF, so nobody has to remember to check
When a number needs an action
A dashboard shows the failed payments. An app shows each one with the customer, the history, who picked it up and what they tried, and lets the team work the list. You describe the workflow. Knowi builds the app on your data. The systems underneath stay where they are.
- Actions inside the app: update a record, trigger an outreach, call another system
- Notes, statuses and approvals stay with the record, so next week anyone can see what was done
- Sign-in per app, row-level rules follow the user, and an app only reaches the datasets you give it
- Works alongside dashboards and alerts on the same data
The workflows operations teams bring us
Each manager sees only their own data
Access rules apply when the query runs. Deploy wherever your data is allowed to be.
Operations teams running on Knowi
"Knowi as a platform has completely transformed the way that my entire team views our daily operations goals and KPIs."
Alteas Health replaced Python scripts with analytics that everyone from new hires to the CEO now self-serves, under HIPAA and SOC 2 Type II controls.
These are dashboard, alert and reporting deployments. Knowi Apps is newer. Ask on the call for the closest example to your workflow.
What operations leaders ask first
Which of our operational systems can Knowi connect to?
NetSuite, Salesforce, HubSpot, Shopify, BigCommerce, Zendesk, Jira, QuickBooks, Stripe, Airtable, Smartsheet and Google Sheets are all native connectors, alongside SQL databases, MongoDB, Elasticsearch, REST APIs and file uploads. The full list is on the data sources page. If a system has a REST API, Knowi can read it.
Do we have to move everything into a data warehouse before the dashboards work?
No. Knowi queries each system where it sits and joins across them at query time, so the first dashboard does not wait for a warehouse project. If you already run a warehouse, it becomes one more source.
How do alerts reach the people who need to act?
Through Slack, Microsoft Teams, email or a webhook into another system. Alerts can be simple thresholds, anomaly detection that learns the normal range, or rules you define. Scheduled reports can also go out as PDF.
Will managers who do not write SQL use it?
Yes, that is who it is built for. Questions are asked in plain English, from Knowi, Slack or Teams. Dashboards are filtered and drilled without a query language. MacroFab picked Knowi after a nine-way trial partly for "ease of use for non-technical users". Pack Up + Go runs its operations on dashboards a non-technical team uses every day.
What is the difference between a Knowi dashboard and a Knowi App?
A dashboard shows you the state of things. An app is where your team does the work. It uses the same data, adds actions (update a record, send an outreach, call another system) and memory (notes, statuses and approvals that stay with the record). You describe the workflow, Knowi builds the app, and you review a draft before it goes live. Every release stays listed, so rolling back means picking an earlier one.
Where does our data go when Knowi queries it?
Knowi sends a query to your source, keeps only the result, and holds it in a temporary cache that expires on the window you set. Raw tables are not copied into Knowi. If your policy requires it, the whole platform runs inside your environment. See deployment options.
Tell us the workflow you would like us to handle
A solutions engineer connects the systems behind it on the call and shows you the dashboard, the alert and the app.
30 minutes · Pricing and deployment covered on the call.