Claricore AI is a governed decision-intelligence platform that connects data, metrics, documents, and AI agents to drive confident business actions.

1. Data Foundation & Integration

Everything starts here — without this, AI is just guessing.

Core features

• Prebuilt connectors (SQL, Snowflake, BigQuery, S3, Salesforce, NetSuite, HubSpot, etc.)
• API + webhook ingestion
• Batch & real-time data pipelines
• File ingestion (CSV, Excel, PDF, JSON)
• OCR + document parsing (feeds into RAG & analytics)

Value: One trusted, continuously updated data layer across the business.

2. Semantic Layer & Metric Governance

This is a huge differentiator for exec buyers.

Core features

• Central KPI definitions (single source of truth)
• Business-friendly metric modeling (no SQL for users)
• Metric versioning & ownership
• Time intelligence (YoY, MoM, rolling windows)
• Data validation & anomaly detection

Value: Everyone sees the same numbers — no spreadsheet wars.

3. Retrieval-Augmented Generation (RAG)

This is where AI becomes safe and useful.

Core features

• Vector database (document + structured data indexing)
• Secure document ingestion (policies, SOPs, contracts, reports)
• Source citation & traceability
• Freshness controls (auto re-indexing)
• Role-based retrieval (users only see what they’re allowed to)

Use cases

• “What does our Q3 sales policy say?”
• “Summarize last quarter’s ops risks”
• “Why did margin drop last month?”

4. AI Agents & Copilots

From dashboards → conversations → actions.

Core features

• Natural language Q&A over metrics + documents
• Task-oriented agents (finance, ops, sales, exec)
• Prompt templates with guardrails
• Tool calling (run reports, trigger workflows)
• Context memory (conversation + business context)

Value: AI that understands your business, not generic chat.

5. Decision Intelligence & Forecasting

Move from “what happened” to “what should we do”.

Core features

• Forecasting (revenue, demand, churn, capacity)
• Scenario planning & what-if analysis
• Risk & exception detection
• Recommendation engine (next best action)
• Confidence scoring & explainability

Value: Decisions backed by probability, not intuition.

6. Dashboards & Insight Delivery

Where humans still like to look.

Core features

• Executive dashboards
• Role-based views (CEO, Ops, Finance, Sales)
• Drilldowns & root-cause analysis
• Auto-generated narratives (“why this changed”)
• Embedded dashboards (portals, internal apps)

7. Alerts, Automation & Workflows

Insights are useless unless someone acts.

Core features

• Threshold & anomaly alerts
• Event-driven workflows
• Routing to owners (Slack, Teams, email, Jira)
• Closed-loop tracking (was action taken?)
• SLA & outcome measurement

Value: Insight → action → accountability.

8. Security, Governance & Compliance

Non-negotiable for enterprise deals.

Core features

• Role-based access control (RBAC)
• Row-level & column-level security
• Audit logs (who asked what, when)
• Data residency controls
• SOC 2 / ISO / HIPAA readiness

Bonus

• AI usage monitoring
• Prompt & response logging
• Policy-based AI guardrails

9. Platform Operations & Admin

What IT and platform owners care about.

Core features

• Environment management (dev / prod)
• Usage analytics & cost controls
• Model selection (OpenAI, Azure, Anthropic, open-source)
• Fine-tuning & embedding management
• SLA monitoring & uptime reporting

10. Extensibility & APIs

Future-proofing.

Core features

• REST & GraphQL APIs
• SDKs (Python, JS)
• Custom agents & plugins
• Embed AI into external apps
• White-labeling options