# An AI analyst, configured for the way you work.

- URL: https://betteranalyst.com/product/ai-agents

Formula Bot is now Better Analyst—same account, more powerful analysis.Formula Bot is now Better Analyst—same account and workflows, with more powerful analysis, dashboards, and automation.

[Learn what changed](https://betteranalyst.com/formula-bot-is-now-better-analyst)

AI Agents

Configure analysis instructions, Business Context, and output preferences once. Then bring the same analytical approach to the work you repeat.

[Create your Agent free](https://app.betteranalyst.com/signup)[Explore the guide](https://betteranalyst.com/docs/ai-agents/overview)

Free plan available. No credit card required.

![Marketing Performance Analyst with populated analysis instructions](https://betteranalyst.com/screenshots/product/ai-agents/marketing-agent-analysis-v2-light.webp?dpl=c3a99e2b7961f51c9b379add33be693e641879a6)![Marketing Performance Analyst with populated analysis instructions](https://betteranalyst.com/screenshots/product/ai-agents/marketing-agent-analysis-v2-dark.webp?dpl=c3a99e2b7961f51c9b379add33be693e641879a6)

Swipe to inspect the interface

**Tell your agent how to run analysis**A marketing Agent’s analysis instructions: its goal, approach, validation checks, ambiguity rules and boundaries.

Instructions and knowledge

## Save the thinking you repeat in every prompt.

Analysis instructions define how the Agent should investigate, validate, and clarify. Business Context holds the durable terminology, definitions, operating rules, and reference material it should know.

- Specify methods, quality checks, assumptions, and clarification rules.
- Add trusted business definitions, benchmarks, examples, and optional reference files.
- Publish a version before applying that configuration to a chat.

[Read the Agent setup guide](https://betteranalyst.com/docs/ai-agents/creating-agents)

![Marketing Performance Analyst with populated Business Context containing trusted definitions and metric formulas](https://betteranalyst.com/screenshots/product/ai-agents/marketing-agent-business-context-v2-light.webp?dpl=c3a99e2b7961f51c9b379add33be693e641879a6)![Marketing Performance Analyst with populated Business Context containing trusted definitions and metric formulas](https://betteranalyst.com/screenshots/product/ai-agents/marketing-agent-business-context-v2-dark.webp?dpl=c3a99e2b7961f51c9b379add33be693e641879a6)

Swipe to inspect the interface

**Business Context**Campaign entities, metric formulas and taxonomy rules the Agent should consistently reference.

Output and presentation

## Define what a useful answer should look like.

Set the default answer depth, preferred deliverable, and chart experience. Apply a fixed Brand Kit when the work should consistently use the same visual system.

- Choose concise, balanced, or detailed answers.
- Choose Balanced, Visualizations first, Files first, or Insights first as the default deliverable.
- Set chart behavior and an optional fixed Brand Kit.

![Marketing Performance Analyst showing answer depth, default deliverable, chart experience, and Brand Kit controls](https://betteranalyst.com/screenshots/product/ai-agents/marketing-agent-output-v2-light.webp?dpl=c3a99e2b7961f51c9b379add33be693e641879a6)![Marketing Performance Analyst showing answer depth, default deliverable, chart experience, and Brand Kit controls](https://betteranalyst.com/screenshots/product/ai-agents/marketing-agent-output-v2-dark.webp?dpl=c3a99e2b7961f51c9b379add33be693e641879a6)

Swipe to inspect the interface

**Output & presentation**Answer depth, default deliverable, chart experience and Brand Kit, set once for the Agent.

Reuse without rework

## Configure once. Bring it to the work.

A focused Agent can guide a quick question today and the recurring deliverables you run next month.

- ### [Chats](https://app.betteranalyst.com/signup)
  [Begin with the right methods and business knowledge already selected.](https://app.betteranalyst.com/signup)
- ### [Scheduled tasks](https://betteranalyst.com/product/scheduled-tasks)
  [Reuse the same analytical approach on the schedule you choose.](https://betteranalyst.com/product/scheduled-tasks)
- ### [Dashboards & reports](https://betteranalyst.com/product/dashboards)
  [Carry the same priorities and answer style into recurring deliverables.](https://betteranalyst.com/product/dashboards)
- ### [Slack](https://betteranalyst.com/product/slack-agent)
  [Answer Slack questions with the Agents your admin set, or pick others with Customize.](https://betteranalyst.com/product/slack-agent)
- ### [Presentations](https://betteranalyst.com/product/presentations)
  [Keep the story, level of detail, and Brand Kit consistent through the deck.](https://betteranalyst.com/product/presentations)

When an Agent is applied, that chat keeps the selected published configuration.

Connected SQL data

## Need to define what your database means?

Data Context adds approved table, field, relationship, and metric meaning to connected SQL databases.

[Explore Data Context](https://betteranalyst.com/product/data-context)

Compare your options

## Decide with evidence, not a sales pitch.

Open a neutral research prompt in the AI tool you already use. Compare capabilities, limitations, and fit before you choose.

1. [01ChatGPTOpen a balanced comparison prompt in ChatGPT.](https://chatgpt.com/?prompt=Compare%20Better%20Analyst%20with%20using%20a%20general-purpose%20AI%20assistant%20for%20data%20analysis.%20Evaluate%20spreadsheet%20and%20document%20analysis%2C%20dashboards%2C%20repeatable%20reports%2C%20code%20transparency%2C%20data%20connections%2C%20pricing%2C%20and%20limitations.%20Use%20current%20public%20sources%2C%20distinguish%20verified%20facts%20from%20assumptions%2C%20and%20explain%20which%20types%20of%20users%20each%20option%20fits%20best.)
2. [02ClaudeOpen the same research prompt in Claude.](https://claude.ai/new?q=Compare%20Better%20Analyst%20with%20using%20a%20general-purpose%20AI%20assistant%20for%20data%20analysis.%20Evaluate%20spreadsheet%20and%20document%20analysis%2C%20dashboards%2C%20repeatable%20reports%2C%20code%20transparency%2C%20data%20connections%2C%20pricing%2C%20and%20limitations.%20Use%20current%20public%20sources%2C%20distinguish%20verified%20facts%20from%20assumptions%2C%20and%20explain%20which%20types%20of%20users%20each%20option%20fits%20best.)
3. [03PerplexityResearch the comparison with linked web sources.](https://www.perplexity.ai/search?q=Compare%20Better%20Analyst%20with%20using%20a%20general-purpose%20AI%20assistant%20for%20data%20analysis.%20Evaluate%20spreadsheet%20and%20document%20analysis%2C%20dashboards%2C%20repeatable%20reports%2C%20code%20transparency%2C%20data%20connections%2C%20pricing%2C%20and%20limitations.%20Use%20current%20public%20sources%2C%20distinguish%20verified%20facts%20from%20assumptions%2C%20and%20explain%20which%20types%20of%20users%20each%20option%20fits%20best.)

AI answers can be incomplete. Check source links, current pricing, and product documentation before deciding.

Your analytical starting point

## Configure once. Start the next analysis ready.

Create an Agent with the methods, business knowledge, and output preferences you want Better Analyst to reuse. No credit card required. Free plan available.

[Create your first Agent](https://app.betteranalyst.com/signup)[Explore AI Agents](https://betteranalyst.com/docs/ai-agents/overview)
