AI agents continuously monitor your metrics, surface what's shifting, show marketers what's working — and deliver the proof to back it up.
Three things the agent does continuously — with no prompting required once you've configured your definitions.
ROAS, campaign influence, pipeline contribution, lead pacing — monitored and observed against your targets, your formulas, and your attribution rules.
When a metric moves, the agent investigates across segments, channels, and time — and explains exactly what changed and why.
SlackAgents go below the aggregated metric — surfacing recommendations buried in your segments, cohorts, and channels that would never appear in a top-line report — surfaced in Slack, email, or a custom destination that works for you.
Skills are what make Petavue agents understand GTM data — not just retrieve it. Each agent comes with a deep understanding of B2B GTM analysis built in, so it knows what questions to ask, what patterns to look for, and what good looks like in your data.
Skills handle the domain logic so you're not configuring from scratch. Connect your data and your first dashboard is ready to explore almost immediately.
Skills surface cohort underperformance, masked trends, and hidden conversion leaks automatically — analysis that goes beyond what you'd think to request.
Skills equip agents to approach calculations and metrics with your inputs — so they know how to measure what matters and determine the best possible next steps.
Your formula, your attribution window, your spend categories — not a textbook calculation.
Separates what moved a deal from what was just in the vicinity — per your definitions.
Enforces your credit rules on every deal — including zero-credit policies for low-intent touches.
Early warning by segment before a shortfall becomes a pipeline miss.
Marketing's actual impact on revenue — tracked continuously, not assembled quarterly.
Behavioral patterns across campaigns, segments, and time — surfaced without prompting.
Your formula, your attribution window — not a textbook calculation.
Separates what moved a deal from what was just nearby — per your rules.
Enforces your credit model on every deal, including zero-credit policies.
Early warning by segment before a shortfall becomes a pipeline miss.
Marketing's impact on revenue — tracked continuously, not assembled quarterly.
Behavioral patterns across campaigns, segments, and time — surfaced proactively.
Build custom Skills for logic proprietary to your organization — your blended ROAS formula, your ABM scoring model, your partner attribution rules. Built once, inherited by every Skill added after. Add Skills as you grow without re-implementing what's already configured.
Dashboards that stay current, an AI analyst that works across contexts, and workflows you configure to match how your team operates.
Building, editing, and maintaining dashboards with Petavue is 10x faster than working with static dashboards. Sage builds them with you — and stays connected to them after they're live, so the relationship between your dashboards and your AI analyst is two-way.
Organize dashboards by team, campaign type, segment, or time horizon — structured exactly the way your business thinks about its data.
Set dashboards to refresh daily, weekly, or in real time depending on the metric. Your Monday morning pipeline review is ready before anyone opens their laptop — no manual pull required.
Send dashboard snapshots to Slack channels on a schedule. Stops the cycle of copying numbers into slides manually every week.
Every chart on every dashboard enforces the metric definitions you configured. Change a definition once — every dashboard updates automatically, with no manual reconciliation.
Sage is an AI analyst that understands your configured metrics and data — not a generic chatbot. It works both inside dashboards and as a standalone analyst your team can query at any time.
Every dashboard includes Sage. When a chart shows an anomaly, ask Sage directly — "Why did ROAS drop this week?" — and get a verified investigation with full source lineage.
Sage isn't limited to dashboard conversations. Use it directly to run ad hoc analysis, prepare for a meeting, or investigate something your team spotted in a report — available 24/7.
When you ask "Why did paid search CPL rise?", Sage uses the formula you defined, the attribution window you set, and the segments you track. Every answer is grounded in your data and your logic.
Workflows define what the agent monitors, when it alerts, and what it delivers — and where. Configure them once; the agent runs them continuously. Below is what a configured workflow looks like and what it produces.
Not just "Cost Per Lead is up." The alert explains the magnitude, timeframe, which segments are affected, and what hasn't changed — every detail your team needs to act.
Agent traces the shift across spend, conversion rates, segments, and attribution — surfacing the most likely driver before you ask. Every calculation step is auditable.
A ranked, concrete recommendation grounded in your historical data — with logic and assumptions fully transparent so your team can evaluate it, not just accept it.
Generic AI tools are powerful. They're just not built for metrics calculation and deep analysis with full context recommendations — and without that, they require constant upkeep to stay accurate, adding overhead and cost. Petavue requires no prompting — the agents know what to look for and surface it automatically.
| Features | Generic AI |  |
|---|---|---|
| Purpose-built analytics engine with verification and hard checks — every report, dashboard, and insight validated before it reaches you | ||
| Library of data connectors and data infrastructure that continuously unifies all relevant data — with full control over what comes in | ||
| Deeply tested B2B GTM Skills that go beyond quick start — letting you explore the unknown, go deep into your data, and extract insights you wouldn't have known to ask for. No prompting required. | ||
| Analysis runs against your definitions and custom calculations — not broad assumptions |
For CMOs who need verified metrics to stand behind — and a clear case for marketing's contribution to revenue.
No more manual pull before board meetings — dashboards are already current
Grounded in your closed-won patterns, not industry averages
Full lineage and assumptions documented on every metric
For demand gen leaders who need to know what's working while there's still time to change it.
Underperformance caught against your baseline while there's time to act
Warning before it shows up in the pipeline report
Recommendation with budget impact estimate — no separate analysis needed
For Marketing Ops leaders who need the analysis to match their definitions — without owning the infrastructure that makes it work.
Every output checked against your definitions automatically
Change a definition — active on the next output, no deployment needed
No ops team required to keep the agent running
Most teams see their first dashboards within a day of connecting their data sources. The agent works with your data as it exists — no ETL project, no data transformation pipeline required. Skills handle the domain logic automatically, and you configure your definitions through a guided setup process. For teams with complex custom attribution models or proprietary scoring, full configuration typically takes 3–5 days.
No — Petavue produces specific recommendations for your team, not automatic actions. The agent monitors, investigates, and recommends; a person on your team decides whether and how to act. Recommendations appear in Slack or email — where your team already makes decisions. We're deliberate about this: the human stays in the loop on every action taken.
Templates are fully static — they apply fixed logic regardless of how your business works. Skills are different: they give the agent domain expertise, but the agent adapts that expertise to your specific data model, your definitions, and your thresholds. A ROAS Skill doesn't apply a textbook ROAS formula — it applies your formula, with your attribution window, using your spend categories. That distinction is what makes the output defensible rather than just fast.
Yes. While Sage is embedded in every dashboard, it's also available as a standalone analyst your team can query at any time — before a meeting, during a planning session, or when something surfaces in a report. It has access to all your configured metrics and historical data, so you get the same quality of analysis whether you're looking at a dashboard or asking a standalone question.
Petavue is designed to complement your data team, not replace them. Data teams focus on infrastructure, data quality, and platform-level work. Petavue handles the weekly ops analysis — lead pacing, campaign diagnostics, pipeline monitoring — that requires domain knowledge and speed, not engineering. Most teams find that Petavue reduces the volume of ad hoc analysis requests their data team receives, giving both sides more capacity to do their best work.
Petavue connects to the core GTM stack — Salesforce, HubSpot, Google Ads, Meta, LinkedIn, Marketo, Outreach, Gong, and Zendesk, among others. The agent can also work directly from your data warehouse. If you're running a non-standard tool or custom data source, reach out — we'll let you know what's possible before you commit.
We're onboarding a limited number of GTM ops teams in our pilot cohort. Join the waitlist and we'll reach out with availability.
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