EXPERT AI AGENTS

Agents that bring embedded expertise to your team

Each Levain agent arrives pre-trained with role-specific best practices, methodologies, and domain knowledge—ready to deliver value from day one.

Expertise meets integration

Our agents don't just execute tasks—they bring years of best practices embedded in their logic, amplified by Levain Labs' deep integrations with your data stack.

Role expertise baked in

Each agent embeds industry-standard methodologies, analytical frameworks, and best practices from their role—no training required.

Powered by your data

Agents connect to your CRM, product analytics, databases, and tools—accessing the data they need to deliver actionable insights.

BUSINESS ANALYST AGENT

Sales and revenue intelligence, on demand

Our Business Analyst agent brings the expertise of a seasoned analyst—ready to dive deep into your sales transactions, explain revenue variations, and uncover the patterns driving your business performance.

Embedded best practices

  • SWOT Analysis — Identifies strengths, weaknesses, opportunities, and threats in your sales data
  • Territory & Segmentation Analysis — Breaks down performance by region, product line, customer segment
  • Financial ROI Modeling — Calculates NPV, IRR, and benefit-cost ratios for initiatives
  • Trend & Seasonality Detection — Spots patterns in sales cycles and performance over time

Core capabilities

  • Deep transaction analysis with data cleaning and standardization
  • Sales performance tracking against goals and benchmarks
  • Customer lifetime value and segmentation analysis
  • Predictive sales forecasting using historical patterns
  • Revenue variance explanation and root cause analysis

Example use cases

"Why did revenue drop 15% in Q3?" — Agent analyzes transactions, identifies underperforming territories and seasonal factors

"Which customer segments have the highest LTV?" — Agent segments customers and calculates lifetime value by cohort

"What's the ROI of our new sales initiative?" — Agent models financial impact using NPV and IRR methodologies

PRODUCT ANALYST AGENT

Uncover how users actually experience your product

Our Product Analyst agent brings expertise in user behavior analysis, feature adoption tracking, and friction point detection—helping you understand what's working and what needs attention.

Embedded best practices

  • Customer Journey Mapping — Visualizes all touchpoints and progression stages
  • Funnel & Cohort Analysis — Tracks conversion steps and compares user groups
  • Data Triangulation — Cross-references multiple data sources for validated insights
  • Behavioral Segmentation — Groups users by patterns and characteristics

Core capabilities

  • Feature adoption rate tracking and depth-of-usage analysis
  • User journey mapping with drop-off and friction point detection
  • Cohort analysis comparing behavior across user segments
  • Conversion funnel optimization and A/B test analysis
  • Bug and error pattern identification through session analysis

Example use cases

"Why aren't users adopting our new feature?" — Agent analyzes activation rates, identifies friction points in onboarding flow

"Where are users dropping off in checkout?" — Agent maps journey, pinpoints exact step causing abandonment

"What patterns distinguish power users from casual users?" — Agent segments by behavior, identifies engagement drivers

CUSTOM AGENT

Configure an agent for your specific needs

Need an agent with specialized capabilities? We can configure custom agents tailored to your workflows, data sources, and business requirements.

Custom Analysis

Define the specific analyses and insights your team needs

Unique Integrations

Connect to proprietary systems and custom data sources

Specialized Workflows

Automate your team's specific processes and decision flows

Examples of custom agents

  • Customer Success Agent: Monitors account health, identifies churn risk, recommends interventions
  • Operations Agent: Tracks operational metrics, identifies bottlenecks, suggests process improvements
  • Research Agent: Analyzes market trends, competitor data, and industry patterns
  • Sales Development Agent: Researches prospects, qualifies leads, personalizes outreach

The Levain difference

Our agents don't operate in isolation—they're powered by Levain Labs' comprehensive data integrations and custom tooling.

Deep data integrations

Agents connect to your CRM (Salesforce, HubSpot), product analytics (Amplitude, Mixpanel), support systems (Zendesk, Intercom), databases, and more—accessing the data they need without manual exports.

Custom analysis tools

We build specialized tools and frameworks that amplify each agent's capabilities—from advanced statistical models to industry-specific analytical methods.

Continuous learning

Agents accumulate context about your business over time, refining their analyses and recommendations as they learn your specific patterns and priorities.

Ready to add expert agents to your team?

Let's talk about which agents can deliver the most value for your operations.

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