Bring trusted insights into Claude with WisdomAI

Kanupriya-Agarwal

Kanupriya Agarwal (KP)

Product Manager

You’re drafting a forecast note and ask Claude for last quarter’s pipeline. An hour later, a colleague asks the same question in a Slack channel. If those 2 numbers don’t match, the next meeting is spent discussing whose number is right. With WisdomAI, they match.

WisdomAI answers data questions wherever people already ask them: in Slack and Teams, in ChatGPT, and now in Claude. You keep the interface you already know, and the answer comes back with your company's definitions and permissions applied.

Answering where the question is asked

We started WisdomAI to solve one problem: people in a business can't get trusted answers from their data fast enough.

Most companies are already experimenting with AI for analytics. And yet, in a survey of over 200 data leaders, 81% said they still rely primarily on static reports and one-off requests to get insights. Fewer than 1 in 5 said they trust AI-generated answers enough to act on them.

Fixing that means answering the question where it's being asked, in the tools people already use. For many people, that is the AI assistant they keep open all day.

The habit of asking the assistant first is already formed. We build on it. WisdomAI connects to Claude, and your data questions now go to the system that holds your company’s definitions and permissions.

What travels with the question

You add WisdomAI as a connector once. From then on, when you ask a data question in Claude, it's answered by WisdomAI.

The question routes through WisdomAI's Enterprise Context Layer. That's where your business lives: what "active customer" means at your company, which region a manager is allowed to see, how revenue is recognized, where the data actually sits. Every answer is built and checked against the context before it reaches you. Your data, your credentials, and the query execution all stay inside your WisdomAI instance. The only thing that crosses into Claude is the answer. Users inherit the permissions they already have in WisdomAI and respective data sources, so IT manages one permission model across every surface.

Claude connects to a growing list of tools, and most of those connections retrieve something: a document, a ticket, a message. A data question needs computation, and a computation can only be correct when it uses your definitions. That's the difference between connecting a model to your data warehouse and connecting a model to WisdomAI. In the first case, your governance has a blind spot. In the second, your company's context applies in Claude without you doing anything extra.

Ask, trust and improve

A good analyst on your team does 3 things: answers accurately, respects what you’re allowed to see, and learns when you correct them. WisdomAI in Claude does the same. Every answer comes with an explanation that traces back to the context it used, along with the lineage of the data behind it, so you can see why it answered the way it did before you share the number.

If something’s missing, you tell it with a single click. Say the pipeline numbers look off because the definition changed in Q3. You add that context in the conversation while you’re still drafting the forecast note, and WisdomAI learns from it.

The answer is also a starting point. From the same conversation, you can turn it into a dashboard or schedule an agent for a data task you repeat every week.

One answer across surfaces

The accuracy, the governance, and the consistency hold on every surface. Every surface draws on the same context, so wherever you ask, you get the same answer you’d get from WisdomAI itself. That matters because work moves between surfaces. Claude is an individual’s assistant. Slack and Teams are where the whole team collaborates, and the number has to hold up in both.

Context a user adds in Claude applies to the next answer in Slack, Teams, ChatGPT, and WisdomAI. The Q3 fix you made while drafting the forecast note is already there when your colleague asks the same question in Slack.

Define the truth once. It follows the question wherever the question goes.

What it means for you

The data leader

3 things you've been fighting for at once.

Adoption: You roll out a state-of-the-art analytics tool, and only a fraction of the company uses it. Reaching everyone else means crossing the chasm. With WisdomAI in the assistant people already use, you start on the other side of it.

Control: People are already asking Claude data questions, and the assistant is acting as unofficial BI. However, when Claude queries the warehouse directly, that number sits outside your governance. With WisdomAI connected, every question from Claude runs through your governed context and your audit trail. Moreover, every correction gets codified instead of living in one analyst’s chat.

Cost: Without curated context, a general-purpose model starts from scratch on every question: it works out what you mean and how to reach the data, and spends tokens each time. WisdomAI reuses what it has already learned about your business and how your company asks, so it goes straight to an optimized query. Answers come back faster and at lower cost. Our benchmark study on a live enterprise data warehouse shows how WisdomAI drives accuracy, speed, and cost. Accurate, trusted answers also mean fewer clarifications and verifications.

The central analytics team

When people ask Claude data questions directly, you lose sight of them: what was asked, how it was answered, and which number went into the deck. You can't govern those answers, act on what users flag, or improve the context behind them. Through WisdomAI, every question asked in Claude comes back into view. You see what people ask and how each answer was produced, capture feedback and act on it, and leverage usage patterns to retire stale context and add what is missing. Everyone still gets open access to business insights in Claude, and you get the control and governance a large enterprise depends on.

The business user

Claude is where your work gets done, and analyzing data is only one part of your job. Now you can get trusted business insights right in your favorite assistant. Each number is grounded in your company's context and vetted by your data experts. And every question your colleagues ask makes yours faster: WisdomAI learns how your company asks, anticipates what you mean, and gets you to the insight sooner.

Where WisdomAI's own surface fits

When the work calls for complex routines, custom visualizations, or an environment optimized for data analysis, open the WisdomAI app. It runs on the same context and keeps the history of your WisdomAI conversations, so you can switch between the two surfaces.

We built the platform to be trusted. Then we made sure you can access it from the surface of your choice.

Add WisdomAI to Claude. Click here to see how.

Kanupriya-Agarwal

Kanupriya Agarwal (KP)

Product Manager

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