New: AI insights grounded on your semantic layer Featured in G2 embedded analytics reviews Flat-rate pricing for unlimited tenants Webinar — Scaling multi-tenant to ten thousand customers New: AI insights grounded on your semantic layer Featured in G2 embedded analytics reviews Flat-rate pricing for unlimited tenants Webinar — Scaling multi-tenant to ten thousand customers
Embedded AI Analytics Platform
Qrvey Sidekick · AI Agents · MCP Server

Embedded AI for SaaS analytics.
Yours to design, control, and deploy.

Give your customers AI that earns its place inside your product — and inside the analytics workflow they already use. Sidekick, built-in and custom agents, and the Qrvey MCP Server give your team the controls to design, govern, and grow AI-driven analytics specifically for SaaS — grounded on your data, governed by your multi-tenant security model.

Self-hosted in your VPCFlat-rate pricingMulti-tenant securityLLM-agnostic
your-product.com / analytics
Acme Corp · Admin
Analytics / Subscriptions
Active subscriptions — last 90 days
Last 90 daysAll segments
MRR
$248K↑ 12%
Active accounts
4,182↑ 6%
Net churn
2.1%↓ 0.4
NPS
62↑ 4
MRR · 90 days
Top accountsSegmentARRΔ MoM
InitechEnterprise$84K↑ 8%
GlobexMid-market$62K↑ 3%
VehementSMB$28K↑ 11%
Massive DynamicEnterprise$104K↑ 5%
Embedded AI analytics, in production at SaaS leaders
BQE
CrowdChange
Famly
JobNimbus
OneVizion
Resolver

AI in your product is easy to demo.
Delivering it to ten thousand tenants is the hard part.

Most teams start with a chatbot prototype. Six months in, they discover the prototype doesn't know their schema, doesn't respect their tenants, and doesn't fit their product — and the AI has opinions the product team never approved.

01

Models don't know your schema.

An LLM pointed at your database guesses joins and confidently invents metric definitions. By the time a customer asks why the number is different from yesterday's, your AI feature has become a support ticket.

02

Chatbots don't know your tenants.

Generic AI assistants don't inherit your multi-tenant security model. With the right prompt, Acme can see Initech's metrics — and your security review turns into a quarterly project, not a feature that earns its place in the product.

03

Bolt-ons don't fit your product.

A chat panel pasted into the corner of someone else's UI isn't the AI experience your customers will adopt. AI that lives outside the workflow gets ignored — and the data points that prove it stack up in your retention dashboard.

Three layers, designed to fit together.
All controlled by your product team.

Qrvey delivers embedded AI through three building blocks: Sidekick, the assistant your customers see; Agents, the capabilities Sidekick exposes; and the MCP Server, which connects everything to your analytics environment. Multi-tenant security applies at every layer. The LLM is yours to pick.

Multi-tenant security · every layer
USER
Your customer · inside your product
Asks questions, builds analytics, explores insights — without leaving the workflow your team designed.
01 / INTERFACE
Qrvey Sidekick
The conversational AI assistant embedded in your analytics experience. Placement, behavior, and workflows defined by your team.
EmbeddedConversationalWhite-labeledIn-workflow
02 / CAPABILITY
AI Agents · built-in & custom
Structured analytical capabilities. Each agent has defined scope, controlled data access, and layered context — so AI behavior is shaped by your team, not improvised.
Analyst
Viz
Summarizer
Anomaly
Forecast Pro · custom
+ define your own
03 / ACCESS
Qrvey MCP Server
The access layer that connects AI to your analytics environment. Every agent request runs through permission scoping and context routing.
Scopes·Context routing·Permissions·Grounded responses
04 / ANALYTICS
Your existing analytics environment
AI operates on the same datasets, dashboards, metadata, and permissions your analytics already uses. One source of truth, one security model.
DatasetsDashboardsMetadataPermissions+ more
Walk through the architecture with an analytics expert.Book a demo

Four steps from existing analytics
to AI inside your product.

STEP 01 / CONNECT
Connect

The MCP Server links Sidekick and its agents to your existing Qrvey datasets, dashboards, metadata, and tenant permissions — no parallel data layer to maintain.

STEP 02 / CONFIGURE
Configure

Choose built-in agents and define custom ones with the data access, actions, and context that match your domain. Layer in product, customer, and use-case context.

STEP 03 / EMBED
Embed

Place Sidekick inside the analytics workflows your customers already use. JavaScript components and comprehensive APIs match your product's design and behavior.

STEP 04 / SCALE
Scale

Add new agents as your product grows. One deployment serves every tenant, with multi-tenant security applied to every interaction by default.

Everything you need to deliver AI analytics
that earns its place in your product.

C-01 / SIDEKICK

An AI assistant embedded in the analytics experience.

Sidekick is the conversational interface users interact with — placement, behavior, and workflows defined by your product team.

  • Lives where your customers already workSidekick operates directly inside dashboards, reports, and analytics workflows — not as a separate surface that asks customers to leave what they're doing.
  • Guides exploration into insightThe assistant moves customers from a question to an answer to a visualization — keeping the path aligned with the analytics your team already curates.
  • White-labeled and brand-consistentMatch your product's design, tone, and copy. Sidekick is JavaScript components and comprehensive APIs, not an iframe pasted into the corner.
SIDEKICK · agent pickeryour-product.com
A
AnalystActive · grounded on your data
V
VizCharts and dashboards
F
ForecastCustom · finance team
Show me top accounts by ARR, grouped by segment
C-02 / AGENTS

Structured AI capabilities, not freeform improvisation.

Agents represent defined analytical functions with controlled data access, scoped actions, and layered context.

  • Each agent has a jobAnalyst answers questions. Viz builds dashboards. Forecast projects metrics. Every agent has a scope, so AI behavior is predictable, not improvisational.
  • Layered context, not a single promptAgents combine product, customer, and domain context with instructions that govern behavior — so the same question from Acme and Initech gets answers grounded in each tenant's reality.
  • Built-in coverage, room to growStart with built-in agents for analysis and visualization. Add custom agents as your product surfaces new use cases. The library grows with you.
AGENTS · librarybuilt-in & custom
Built-in
Analyst
Natural-language Q&A grounded on your data
Viz
Generates charts from a conversational prompt
Summarizer
Plain-English summaries of dashboards and reports
Anomaly
Surfaces unexpected changes across metrics
Custom · your team
Forecast Pro
Domain-specific projections for finance customers
+ define your own
Configure scope, data, actions, and prompts
C-03 / CUSTOM AGENTS

Designed around your product, not a generic template.

Custom agents let your team configure AI to match the workflows, terminology, and priorities your customers actually use.

  • Specific data access, by designDefine exactly which datasets, dashboards, and assets each agent can touch — and which it can't. Inherits your existing multi-tenant security model.
  • Actions you approveConfigure what the agent can do — answer, visualize, alert, automate. AI behavior is shaped by your team, not by whoever wrote the latest model prompt.
  • Context that reflects your domainLayer in business logic, terminology, and priorities so the agent speaks your customer's language — and answers questions the way an expert from your industry would.
  • Evolves as your product evolvesAdd new agents, refine existing ones, expand scope over time. AI maps to your roadmap instead of forcing your roadmap around AI.
CUSTOM AGENT · configurationforecast-pro.v2
NAME
Forecast Pro
DATA ACCESS
revenue.* · subscriptions.* · churn_models
ACTIONS
answer · visualize · project · alert
CONTEXT
finance terminology · accrual basis · fiscal calendar
SCOPE
tenant-aware · respects existing row & column policies
INSTRUCTIONS
When unsure, cite the metric and dashboard. Never speculate beyond the data window.
C-04 / MCP SERVER

The connection between AI and the analytics it works on.

The Qrvey MCP Server is the access layer — it lets Sidekick and its agents interact with the same datasets, dashboards, metadata, and permissions your analytics already uses.

  • One source of truthAI operates on the same datasets and definitions your dashboards do. No parallel pipeline, no drift between what AI says and what your dashboards show.
  • Permission-aware by defaultEvery agent call runs through your existing tenant scopes, row policies, and asset permissions — so AI inherits your multi-tenant security, it doesn't escape it.
  • Built on the open MCP standardStandardized model context protocol means agents can plug into your analytics environment without bespoke integrations every time you want to add a capability.
MCP · request flowtenant-aware
USER
Sidekick prompt
Top accounts by ARR
AGENT ROUTING
AGENT
Analyst agent
context · instructions
MCP REQUEST
CORE
Qrvey MCP Server
scopes · permissions
GROUNDED
ANALYTICS
Datasets · dashboards · metadata
tenant-secure
See Sidekick, agents, and MCP in action.Book a demo

Built differently than whatever you're considering instead.

vs. DIY GPT wrappers

Wrapping an LLM around your database isn't a product.

Instead of
A chat panel that calls your database, hallucinates joins, and ignores your tenant model
You get
Agents grounded on your existing semantic model, with multi-tenant security applied per request
vs. Legacy BI add-ons

An AI button on a BI tool is still a BI tool.

Instead of
A bolt-on assistant that lives in a vendor's UI and ignores your product's workflow
You get
Sidekick embedded inside your product, white-labeled and shaped by your team
vs. AI-first point tools

A standalone AI app isn't part of your product.

Instead of
A separate AI experience your customers have to leave your product to use
You get
AI inside your existing analytics, grounded on the same data, governed by the same security

Designed for the people who own this in your product.

Product teams

Decide what AI does, where it appears, and how it evolves. Deliver targeted agents tied to specific customer workflows — without standing up another AI infrastructure project.

Faster AI roadmap, fewer prototypes
Engineering teams

Skip building an AI orchestration layer from scratch. Sidekick, agents, and MCP plug into your existing Qrvey stack — JavaScript components and comprehensive APIs match your product's behavior.

Less AI plumbing, more product work
Your customers

Get answers without filing a ticket. Ask a question, see a chart, set an alert — conversational analytics that meets them where they already work, not in a separate AI app.

Higher adoption, stronger retention
DevOps teams

Deploy embedded AI inside your existing infrastructure. Qrvey runs in your VPC, so AI inherits your deployment model, your security posture, and your release process — no new pipeline to maintain.

Same infra, new capability
See how Sidekick fits your stack.Book a demo

The same multi-tenant security model
your analytics already runs on.

AI inherits your security model.

Qrvey applies the same multi-tenant securityto AI interactions as it does to analytics. Sidekick, every agent, and every MCP request is scoped to the tenant making the call — so AI can't see, recommend, or hallucinate data that the user isn't already authorized to access.

That means you don't have to choose between giving customers AI capabilities and giving your security team something to worry about. The model that protects your dashboards protects your agents — automatically.

Tenant scoping on every requestEvery Sidekick prompt, agent invocation, and MCP call inherits the tenant's existing access policies.
Row, column, and asset policies enforcedAI respects the same row, column, object, and feature security you've already defined for your dashboards.
No parallel data pipelineAgents work on the same analytics environment as your dashboards — one source of truth, one set of permissions to maintain.
LLM-agnosticBring your own model. Sidekick is designed so the LLM is replaceable — your data and permissions stay inside Qrvey.
Configurable governanceDecide which agents are available to which tenants. Roll out AI capabilities the same way you roll out features.
See multi-tenant security for AI in action.Book a demo

Frequently
Asked
Questions

Qrvey is LLM-agnostic. Sidekick and its agents work with ChatGPT, Claude, Gemini, Cohere, Bedrock-hosted models, or a private model you self-host. The MCP Server handles context, grounding, and permission scoping regardless of which model is doing the language work — so the model is replaceable, but the data and security stay inside Qrvey.
- Talk to an engineer, not a BDR -

Skip the fluff.
Let's do the demo.

Talk to an analytics expert who's shipped embedded analytics thousands of times for products like yours.

Runs in your cloud, not ours