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AI Manager Reports and Data Chat

Your numbers every morning.

AI Manager sends your reports on an agreed schedule. Ask a follow-up question in plain language, with answers based on the sources and calculations we have checked with your team.

Book a free strategy callSee how it works
Kong Ming studies an open report and a follow-up question, helping the owner understand the numbers.
  • YOUR SOURCESChats, bookings, till
  • AGREEDThe numbers that matter
  • EVERY MORNING8:00 AM brief
  • Reports on schedule: daily, weekly or monthly
  • Ask in plain language: follow-up questions
  • Numbers you can check: agreed sources
Fixes the Numbers audit areaWould this help your business? Explore its potential value.

82 seconds, with sound. Real product screens with sample data, plus illustrations.

The same business. Two different mornings.

Sales are in one app, appointments in another, and customer history in a spreadsheet. Before deciding what to do, someone has to work out which records belong together and what each number means.

Why this matters

You make budget and staffing decisions from different versions of the numbers. A drop in conversion or repeat business goes unnoticed. Reporting takes so much manual work that by the time a finding reaches you, the chance to act has passed.

The familiar problem

Today

Your numbers are scattered

You find out too late. The team debates which file and which period to trust.

  • A report means a day in a spreadsheet
  • Nobody can say what share of leads buy
  • A drop shows up in the bank account, months later

What we put in place

With AI Manager reports

Your numbers come to you

You decide while it still matters. Hear about a drop in week two, not after month end.

  • Agreed numbers from your connected sources
  • Reports arrive without anyone compiling them
  • An alert when a number moves the wrong way

From a business question to a decision.

  1. Step 1Your business questionWhich branch is growing? Why did sales drop?
  2. Step 2Agreed data and rulesWhat each number means and where it comes from.
  3. Step 3Scheduled report and questionsThe report arrives. Ask follow-ups in plain words.
  4. Step 4Decision and next reviewWhat to do, who owns it, when to check again.
Read the full approach

We study the decisions you need to make, check what your apps can provide and map the data to how your business works. We define the calculations and test them against real records. AI Manager then sends reports automatically on your agreed schedule, and you can ask follow-up questions in plain language. We configure and test the reporting and data questions, then review the findings with you. Existing records and suitable connections are reused; shared setup is scoped once.

Here's what we plan to do for you

Five steps, each one checked.

01Chapter

Agree the few numbers you run on.

We define conversion, average sale, repeat business or other agreed measures around your decisions. Does a sale count when it is booked or paid? Does a returning customer count across all branches or within one branch? Each measure gets an agreed source, calculation and reporting period.

You know what each number means and which decision it supports.

What counts as a sale?

  1. Business question
  2. Sources and definitions
  3. Records mapped to your business
Kong Ming holds a customer profile with a heart to represent a personal customer experience.

Workflow illustration

Example: agree whether the report counts bookings or confirmed payments.

See the setup behind this: Agree the few numbers you run on.

Which numbers should we actually watch?

Start with the decisions you need to make.

1. Agree the measures

We define conversion, average sale, repeat business or other agreed measures around your decisions. Does a sale count when it is booked or paid? Does a returning customer count across all branches or within one branch? Each measure gets an agreed source, calculation and reporting period. Customer value uses the available history, with gaps kept visible.

You know what each number means and which decision it supports.

02Chapter

Map the data to your business.

We check API access, available fields and update timing before agreeing the connections. We reuse suitable connectors, then map customers, branches, staff, appointments and tags to the reports you need, so each field has a clear meaning and every record lands in the right group.

If customer records or lifecycle updates need building, that work belongs to the Customer Memory and Lifecycle setup. It can be included in one combined scope and charged once.

The reports reflect how your business operates, using the shared data setup once.

Every field has a meaning

  1. Your sources
  2. Agreed fields
  3. One shared setup
Kong Ming connects labelled records into a single ordered set.

Workflow illustration

Customers, branches, staff, appointments and tags are mapped once, so each record lands in the right group.

See the setup behind this: Map the data to your business.

What does it take to turn our app data into useful reports?

Your branch structure, customer groups and business rules shape the numbers.

2. Map the data to your business

We review your requirements and check API access, available fields and update timing before agreeing the connections. We reuse suitable connectors, then map customers, branches, staff, appointments and tags to the reports you need. The mapping gives each field a clear meaning and puts records in the right groups.

If customer records or lifecycle updates need building, that work belongs to the Customer Memory and Lifecycle setup. It can be included in one combined scope and charged once.

The reports reflect how your business operates, using the shared data setup once.

03Chapter

Check the numbers against real records.

We trace sample figures back to real records and test the agreed calculations, customer matching and reporting periods. We check how refunds, cancellations and duplicate records affect the measures you chose, and make missing or delayed inputs visible. Differences are investigated and corrected before handover.

The report has a clear basis you can check.

Where did this number come from?

  1. Original records
  2. Checked calculations
  3. Visible data gaps
Kong Ming uses a magnifier to examine an advertising card and its results.

Workflow illustration

Example: compare a report entry with its receipt and flag a missing record.

See the setup behind this: Check the numbers against real records.

How do we know the report is right?

Reports and answers need reliable calculations.

3. Check the numbers

We trace sample figures back to real records and test the agreed calculations, customer matching and reporting periods. We check how refunds, cancellations and duplicate records affect the measures you chose, and make missing or delayed inputs visible. Differences are investigated and corrected before handover. AI Manager reports and data answers use the same agreed definitions.

The report has a clear basis you can check.

04Chapter

Your numbers arrive. Then ask anything.

We configure AI Manager to generate and send the agreed daily, weekly or monthly reports automatically, with the comparisons and alerts in scope. You can also ask questions in plain language. We test agreed questions against the available data and make missing or delayed inputs clear.

  • “Which branch had the most repeat customers?”
  • “How did conversion change this month?”

Your numbers arrive automatically, and you can ask follow-up questions without assembling another report.

Real screen · sample data

Real AI Manager screen: the 8:00 AM brief with yesterday's enquiries, bookings and sales, this week's lead-to-sale rate, an alert that repeat customers dropped, and a suggested next step
Your 8:00 AM brief

Real screen · details hidden

Real AI Manager screen: the ask box where you type a question about your leads and data
Ask in plain words
See the setup behind this: Your numbers arrive. Then ask anything.

Can I get reports automatically and ask more questions?

The report arrives on schedule. The conversation continues when you need it.

4. Set up scheduled reports and data chat

We configure AI Manager to generate and send the agreed daily, weekly or monthly reports automatically, with the comparisons and alerts in scope.

You can also ask questions in plain language: “Which branch had the most repeat customers?” or “How did conversion change this month?” We test agreed questions against the available data and make missing or delayed inputs clear.

Your numbers arrive automatically, and you can ask follow-up questions without assembling another report.

05Chapter

Review together, and write the decision down.

In the scoped monthly review, we read the results and relevant conversation themes together. We record what to change, who owns the action and when to review the effect. Customer messaging changes and campaign execution remain with the relevant service or your team.

Findings lead to accountable action.

Ask why. Then choose what to do.

  1. Report arrives
  2. Ask a follow-up question
  3. Choose the next action
Kong Ming points to a report chart on a tablet.

Workflow illustration

Example: ask about one branch, then agree who will follow up.

See the setup behind this: Review together, and write the decision down.

What happens after we see the numbers?

Every review ends with a decision and a next check.

5. Review and act

In the scoped monthly review, we read the results and relevant conversation themes together. We record what to change, who owns the action and when to review the effect.

Customer messaging changes and campaign execution remain with the relevant service or your team. AI Manager reports and data conversations help you choose and evaluate that work.

Findings lead to accountable action.

Illustrative example

One question, followed through.

A business owner wants to compare repeat visits across branches. The answer uses the agreed records and definitions.

A worked example to explain the setup, not a customer result or a product screenshot.

Ask
“Which branch had more returning customers this month?”
Check
Compare the same period using matched customer records. Show any missing or delayed inputs.
Decide
Record the action to investigate, the person responsible and the next review date.

The report helps you choose the work. Customer messages and campaigns stay with your team or the relevant service.

A real AI Manager report

An actual report from our own account, comparing bookings and cost per booking. Ad names and spend are blurred.

Mobile mockup, adapted from the original example.

Mobile layout mockup adapted from the AI Manager report example, showing bookings and cost per booking.
Original AI Manager report comparing bookings and cost per booking, with identifying details blurred.

Reporting set up for how your business works.

The work covers agreed data connections, mapping, calculations, report schedules and tested questions. The quote separates the build from the ongoing review period; shared customer-data setup is charged once.

What you get

  • Clear definitions and source notes
  • Scheduled reports and tested data questions
  • Written decisions from the scoped reviews

What we need from you

the decisions you want to improve, access to the agreed sources, a person who can confirm the numbers and decision makers for the reviews.

Timeline:

Agreed after reviewing the sources and reporting scope. The quote states the build milestones, review period and responsibilities.

Not included:

building customer memory or lifecycle behaviour unless separately scoped, running sales or retention campaigns, and implementing every business change the report suggests. Platform subscriptions, messaging usage and third-party fees are separate.

What is included
  • A working session to agree the business questions, measures, definitions and reporting periods
  • A review of source data, API feasibility, available fields and update timing, reusing existing setup
  • The agreed connections, field mapping and reporting rules for your branches, customer groups and workflows
  • AI Manager reports and data questions tested against real records, with data gaps made visible
  • Automatic reports on the agreed schedule, comparisons and scoped alerts
  • Monthly reviews for the scoped engagement, with decisions, owners and next checks recorded
  • Training to ask business questions and follow-up questions in AI Manager
  • Metric definitions, source notes and a reporting handover

What you get

  • Your business numbers delivered automatically on schedule
  • Answers to follow-up questions in plain language, using agreed data
  • Less time assembling reports across apps and sheets
  • A record of decisions and whether the next review supports them

By yourself

Define the measures, check what each app can provide, map the fields and business rules, and reconcile the calculations with real records. Configure AI Manager reports, schedules and data questions, then test the answers and delivery. Make time each month to turn the findings into decisions.

With us

Bring your business questions, access to the agreed sources and the people who can confirm the figures. We configure and test AI Manager reporting and data chat, then run the scoped reviews with you.

How we deliver it

Every install is the deployment of an AI system into your business, delivered as a service. In the categories IRAS uses for qualifying AI business services, the work is:

Consultancy and strategy
The business expert work above: the mapping, the definitions, the copy and the working sessions.
System development
The AI and system configuration above: the AI Employee, AI Manager and platform capability switched on and wired to your business.
Data and analytics
The data mapping and checks, plus any reports, briefs or alerts included in the agreed scope.
System-related training
Handover and training so your team runs it without us.
Already on ABC Sales AI?

Guided Launch set up one workflow with you, a first version built to get your first win, so what you already have depends on the one you chose. Typically:

Onboarding gave you

ABC reports, scheduled summaries or customer data connections configured in your existing setup.

This adds

AI Manager reporting built around your business: requirements review, data mapping, agreed calculations, automatic scheduled reports and tested data questions. We reuse suitable connections and review the findings with you.

Agree the work before you decide.

Your consultant agrees the outcomes, scope and delivery checks with you, explains the investment, and provides a quote for your business.

Your quote covers the requirements review, API feasibility, data mapping, business-specific calculations and testing needed for your reports. Existing connectors are reused where suitable. Shared customer data setup is charged once, and the ongoing review period is priced separately from the build.

Book a free strategy call

Runs on your ABC Sales AI platform subscription. If you came through Guided Launch, you already have it.

We review your booking tools, POS, payment system and customer records during discovery. Your proposal identifies the connections we can build, the access they need and how we will test the agreed workflow.

We are a Singapore company. Can we claim this under the EIS 400% AI tax deduction?

Singapore company? Install work like this is generally the kind of AI spend the EIS 400% deduction covers for YA2027 and YA2028: up to about 51 cents of extra tax saving per dollar over a normal deduction, at the 17% headline rate. No pre-approval: when the work is completed and accepted we send the claim documents, and your accountant adds it to your normal return. Forward our accountant page, and confirm your own eligibility with your tax advisor.

Built and tested before we hand it over

See scheduled reports and answers to your data questions working before handover.

Our commitment and what you keep

We agree the sources, definitions, report schedule and sample questions before building. We test automatic report delivery and AI Manager answers against real records, with missing inputs made visible. Each scoped review ends with written decisions and next steps. We promise this reporting setup and review work; we do not promise a revenue increase. You keep:

  • The reporting connections and source notes built for you
  • The agreed metric definitions and checked calculations
  • The AI Manager report schedules, data-query setup and scoped alerts
  • Every review record, decision and next check

A reporting setup you can verify, and a written record of what you decided to do with it.

Honest fit check

Perfect for:

  • You cannot reliably say which leads convert or how customer spending changes
  • Your reporting is fragmented across apps, Google Sheets and dashboards
  • You want automatic reports and a way to ask questions about your business data

Not built for:

  • You have no activity or usable records to measure yet: build that foundation first
  • You only need your AI to remember and treat individual customers appropriately: start with Customer Memory and Lifecycle

Quick answers

I can already ask my AI Manager these questions.

Keep using it. AI Manager is included in your platform subscription. This service adds the sources, business-specific mapping, checked calculations, report schedules and tested data questions your setup needs. We scope the missing work around what already works.

If you already have a connector, what am I paying for?

We reuse a suitable connector. The custom work is making the information mean the right thing for your business. Two businesses using StoreHub, Kumo or Zeoniq may have different branches, tags, appointment rules and definitions of a sale or repeat customer. We study your requirements, check what the API supports, map the records, configure the calculations and test the results against your actual setup. That is what makes the report useful for your decisions. Shared work already included in your customer data setup is charged once.

Do I need Customer Memory and Lifecycle first?

Only if the records or updates needed for your measures are missing. We inspect what you already have. If both services need the same data setup, it is included once in the combined scope.

What if our data is incomplete?

We make the gap visible and agree how to collect or connect the missing information. We do not present unknown customer history as a measured lifetime value.

Does this change customer messages or run campaigns?

AI Manager reports and data conversations show what needs attention and help evaluate the result. Customer Memory and Lifecycle sets the customer context and behaviour; the relevant follow-up or campaign service executes its agreed work.

We are a Singapore company. Can we claim this under the EIS 400% AI tax deduction?

Often, yes. For YA2027 and YA2028 the EIS gives a 400% tax deduction on up to S$50,000 of qualifying AI spend per year of assessment. IRAS's examples of qualifying AI business services include system development, consultancy and strategy, data and analytics, and system-related training. At the 17% headline rate that is up to about 51 cents of extra tax saving per dollar compared with a normal deduction; your actual saving depends on your tax position. Grant-funded amounts and non-AI items such as messaging fees do not qualify, and mixed packages are split. There is no application and no pre-approval: you claim it in the tax return you already file. Our part is to make it effortless. When the install is completed and accepted, we send the necessary documentation, itemised under this system's title, and we work with your accountant on anything else the claim needs from our side. Whether your company qualifies depends on your own situation, so confirm with your tax advisor.

ABC Sales AI · abcsales.ai · Every install is scoped to your business and quoted by your consultant. Outcomes depend on your market, offer and execution; what we commit to is the work, not the result. You are responsible for the content you send; campaigns are vetted against your industry's rules before launch. ABC Sales AI is not a tax advisor; any Singapore EIS treatment is for your tax advisor and IRAS to confirm.

Start with the question you keep asking.

Bring your business question and the records you already have. We will check what is available and scope the reporting setup you need.

Book a free strategy callOr talk to a consultant on WhatsApp