AI TOOL PROFILE

Upsolve AI: Embedded Generative BI Software

Upsolve AI supports software providers in offering personalized analytics to their end users. It is designed for companies that need to embed role-based dashboards into their applications.

Pricing

Pricing starts at $2,000+ per month for the Growth Plan, which includes 25 tenants. Enterprise plans use custom pricing and include SAML SSO and HIPAA compliance.

At a glance

Best for
SaaS companies, Product managers, Enterprise software providers
Key use cases
Customer-Facing Analytics, Persona-Based Data Views, Conversational Data Exploration, LLM Observability Monitoring
Integrations
Upsolve API, CSV export, PDF export
Visit Upsolve AIUpsolve AI software interface screenshot

How AI is used

Upsolve AI is an embedded Business Intelligence (GenBI) platform designed for businesses that want to provide data insights directly within their own software applications. Rather than a standalone tool, it is integrated into a product via React or iFrame components.

The software is designed for SaaS companies and product teams serving a variety of roles, such as CFOs, Product Managers, and Sales Directors. It supports natural language querying, which allows end users to ask questions about their data instead of using complex filters or SQL.

Buyers can customize the appearance of the dashboards using their own CSS or a built-in designer to align the analytics with their existing company design system. The platform also includes automated insights and push alerts to highlight data trends.

Before choosing Upsolve AI, buyers should confirm if their current data architecture aligns with the Upsolve API and whether the role-based permission levels meet their specific security requirements.

Key Features

  • Natural Language Querying

    Supports users asking questions in plain English to generate charts and data views.

  • Role-Based Dashboards

    Supports the creation of tailored analytics views based on the user role, such as CFO or Sales Director.

  • React/iFrame Embedding

    Designed to be integrated into existing applications as a component.

  • Customizable Theming

    Supports the application of CSS classes or the use of a Dashboard Designer to match company branding.

  • AI-Powered Insights

    Provides automated signaling and push alerts to assist users in interpreting data.

  • Data Export

    Supports exporting data and reports via CSV and PDF formats.

  • Scheduled Reporting

    Includes functionality for scheduled email reporting.

Use Cases

  • Customer-Facing Analytics

    Embedding interactive dashboards into a SaaS product for customers to track metrics.

  • Persona-Based Data Views

    Setting up different data experiences for user roles, such as marketing operators or product managers.

  • Conversational Data Exploration

    Allowing users to find specific information, such as top customers by profit, using a chat-like interface.

  • LLM Observability Monitoring

    Tracking metrics for model and LLM performance for enterprise customers.

Integrations

  • Upsolve API
  • CSV export
  • PDF export

FAQ

How is Upsolve AI integrated into a product?

It is integrated using a React/iFrame component, allowing dashboards to be part of the existing application.

Does Upsolve AI support different user roles?

Yes, it is designed to tailor dashboards based on the user's role, such as CFO, Sales Director, or Product Manager.

What is the pricing for Upsolve AI?

The Growth Plan starts at $2,000+ per month for 25 tenants, while the Enterprise plan offers custom pricing with additional security features.

Source category: Data & Analytics

Source subcategory: Business Intelligence

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