Conversational Analytics for Self-Serve Analytics

January 15, 2026

Conversational Analytics for Self-Serve Analytics

Photo of Andrey Avtomonov

By Andrey Avtomonov, CTO at Kaelio | 2x founder in AI + Data | ex-CERN, ex-Dataiku · Jan 15th, 2026

Conversational analytics transforms business intelligence by enabling users to query data through natural language instead of SQL or rigid dashboards. This technology combines NLP to interpret questions, semantic layers for consistent metric definitions, and governance controls to deliver instant, trustworthy insights that traditional BI tools struggle to provide.

At a Glance

  • Conversational analytics software lets business users analyze data using natural language, eliminating the need for SQL knowledge or dashboard navigation

  • ChatGPT message volume grew 8x year-over-year while Gartner predicts USD 80 billion in contact center cost savings by 2026

  • LLM accuracy increases by up to 300% when integrated with a governed semantic layer versus raw database queries

  • Only 25% of employees actively use traditional BI tools, highlighting the adoption challenge dashboards face

  • Modern platforms connect directly to cloud data warehouses for real-time insights rather than relying on data extracts

  • ISO/IEC 42001 provides the first global AI management system standard, establishing requirements for trustworthy enterprise deployments

Dashboards once promised democratized data. In practice, they created bottlenecks: business users wait for analysts, analysts wait for engineers, and everyone waits for the next quarterly refresh. Conversational analytics changes that equation by letting anyone query governed data in plain English and receive answers, charts, or narratives in seconds. This shift is not incremental; it is redefining what self-service analytics actually means.

This post explains what conversational analytics is, why 2025 marks a tipping point, and how the underlying pillars of NLP, semantic layers, and governance combine to make it trustworthy.

What Does Conversational Analytics Actually Mean?

Conversational analytics software is a business intelligence tool that lets users query data using natural language instead of writing SQL or clicking through rigid dashboards. The platform interprets questions, queries live data sources, and returns answers as visualizations, tables, or text summaries.

IBM defines the discipline more broadly: "Conversational analytics refers to the process of analyzing and extracting insights from natural language conversations, typically between customers interacting with businesses through various conversational interfaces like chatbots and virtual assistants or other automated messaging platforms." That definition captures customer-facing use cases, but enterprise analytics teams increasingly apply the same technology internally, enabling RevOps, Finance, and Product teams to ask questions directly without waiting for a data team handoff.

The best systems go beyond literal translation. They interpret intent using a semantic understanding of business context, so answers remain accountable, relevant, and accurate. That distinction separates genuine self-service analytics from chat wrappers that guess at joins and filters.

Why 2025-26 Is the Tipping Point

Several market signals suggest conversational analytics has reached an inflection:

These numbers reflect a broader pattern: enterprises are moving from experimentation to scaled deployment, and the tooling is finally mature enough to support governed, auditable answers.

Why Do Business Users Prefer Chat Over Dashboards?

Dashboards excel at monitoring known KPIs. They falter when a user needs to explore a new angle or drill into an unexpected anomaly. That friction explains why BI adoption rates have remained stuck around 20% for years, even as organizations invest heavily in data infrastructure.

Conversational interfaces flip the model. Instead of learning a tool, users describe what they need. The platform handles schema navigation, joins, and aggregations behind the scenes. ThoughtSpot summarizes the benefit: dashboards provide a high-level overview of KPIs, while conversational analytics lets users track performance live with real-time metrics, responding to changes as they happen rather than after the opportunity passes.

Speed & Adoption Metrics

  • Employees actively using BI tools: 25% on average (BARC)

  • Organizations rating data literacy as sufficient: 70% (Gartner Peer Community)

  • Improvement from third-party data literacy training: 82% report improvement (Gartner Peer Community)

Self-service visual analytics is now table stakes, but adoption still lags. Most people equate self-service with dashboards and drag-and-drop charts. TDWI notes that the field has evolved to include data preparation and predictive model automation, yet many organizations have not spread these capabilities beyond BI professionals.

Conversational analytics addresses the gap by removing the SQL barrier entirely, making self-serve BI accessible to anyone who can type a question.

The Three Pillars: NLP, Semantic Layers, and Governance

Reliable conversational analytics rests on three interlocking components: natural language processing to interpret questions, a semantic layer to ensure consistent metric definitions, and governance controls to enforce security and compliance.

Ontotext frames the challenge well: the semantic layer is "the missing cog in data management that aims to address the challenges of data literacy, inconsistency, and democratization." Without it, LLMs guess at business logic, producing answers that look plausible but diverge from official definitions.

Organizations report that LLM accuracy increases by up to 300% when integrated with a semantic layer versus raw tables. That multiplier makes the semantic layer non-negotiable for enterprise deployments.

Modern NLP & LLM Techniques

IBM defines sentiment analysis as "determining the customer sentiment or tone embedded within human speech." Intent recognition, meanwhile, focuses on "understanding the purpose or goal behind a customer's query or request." Both capabilities are essential for interpreting ambiguous business questions.

Google Cloud's Conversational Insights takes the analysis further: chat responses can include text, code, and charts, adapting the output format to the question. That flexibility matters because a single query might need a number, a trend line, or a comparative table depending on context.

Why a Governed Semantic Layer Is Non-Negotiable

A strong platform builds on a governed semantic layer where analysts define key business terms and logic, ensuring everyone gets the same answer for KPIs like "monthly recurring revenue." ThoughtSpot calls this the centralized business logic layer that translates technical database structures into business-friendly terms.

The dbt Semantic Layer exemplifies the pattern. Powered by MetricFlow, it eliminates duplicate coding by allowing data teams to define metrics on top of existing models and automatically handling data joins. When a metric definition changes in dbt, it refreshes everywhere it is invoked, creating consistency across all applications.

Coalesce emphasizes governance as foundational: "A semantic layer is not just a collection of helpful views or dashboard formulas... it is the backbone that makes multi-BI, AI, and data mesh architectures trustworthy."

Key takeaway: Organizations that skip the semantic layer inherit metric drift, duplicated definitions, and auditor nightmares. The layer is not optional.

Where Does Conversational Analytics Deliver Value Today?

Conversational analytics spans both external customer interactions and internal business intelligence. Contact centers use it to analyze agent-customer dialogues. Finance teams use it to query revenue data without SQL. The underlying technology is the same; the application context differs.

Amazon Connect Contact Lens illustrates the customer-facing case: it lets users analyze conversations using natural language processing across voice and chat, surfacing sentiment trends and compliance signals in real time.

McKinsey highlights the revenue side: "Generative AI is demonstrating enormous potential to drive revenue growth out of the contact center, but must be carefully designed and deployed." A pilot at a mobility company found that gen AI could identify instances of agents demonstrating predefined skills during calls, leading to expected improvements in conversion rates and customer experience ratings.

Contact-Center Intelligence

Gartner predicts conversational AI deployments within contact centers will reduce agent labor costs by USD 80 billion by 2026. The savings come from multiple angles:

  • Automatic identification of noteworthy interactions in need of further review

  • Real-time visibility into customer sentiment, enabling agents to respond with greater empathy

  • Machine learning analytics for sentiment analysis, entity identification, and call topic detection

These capabilities reduce handle time, improve first-call resolution, and surface coaching opportunities that would otherwise remain hidden in call recordings.

Slack-Native Insights for Business Teams

Internal self-serve analytics increasingly lives where teams already work. The TDWI Self-Service Analytics Maturity Model guides professionals on their journey, emphasizing that visual analytics alone is not enough; organizations need conversational interfaces embedded in operational workflows.

dbt Labs demonstrated this with a Streamlit application powered by Snowflake Cortex: users retrieve data by asking questions like "What is total revenue by month in 2024?" The accuracy component is the unique value proposition, because MetricFlow translates requests to SQL based on predefined semantics rather than guessing at joins.

McKinsey reinforces the workflow-centric view: "Achieving business value with agentic AI requires changing workflows." The insight applies equally to conversational analytics: the tool succeeds when it fits into existing decision-making rhythms, not when it forces users to context-switch.

How Leading Platforms Approach Conversational Analytics

The competitive landscape includes cloud-native offerings from Google, AWS, and Microsoft; open-source stacks built on dbt and MetricFlow; and purpose-built vendors focused on governance and accuracy.

ThoughtSpot distinguishes leaders by their ability to connect directly to cloud data warehouses like Snowflake, Databricks, or BigQuery for real-time insights. Unlike traditional BI tools that rely on data extracts, modern platforms query live data, ensuring answers reflect the current state of the business.

Generative AI and large language models now play a key role in shaping the conversational AI competitive landscape, forcing vendors to differentiate on accuracy, governance, and integration depth.

Google, AWS & Microsoft

Google Cloud's Conversational Analytics API lets developers build AI-powered data agents that answer questions about BigQuery data using natural language. The API supports querying from BigQuery, Looker, and Looker Studio, and can integrate SQL, Python, and visualization libraries. Pre-GA status means limited support, so production deployments require careful evaluation.

AWS approaches sentiment analysis at the message level. The Amazon Comprehend sentiment API identifies overall sentiment for a text document, and as of October 2022, targeted sentiment can identify sentiment associated with specific entities mentioned in text. The architecture is serverless and scalable, but it focuses on unstructured text rather than structured BI queries.

Microsoft Fabric combines a unified data lake with Copilot, which transforms natural language questions into SQL, fixes errors, and provides explanations. The tight integration with Power BI makes it attractive for organizations already invested in the Microsoft ecosystem.

Open-Source & BYO-LLM Approaches

Moving metric definitions out of the BI layer and into the modeling layer allows data teams to feel confident that different business units work from the same definitions, regardless of their tool of choice. dbt's Semantic Layer, powered by MetricFlow, is now open source under Apache 2.0, providing an extensible engine for semantic metadata.

Self-Refine is a research pattern that allows LLMs to iteratively refine outputs through self-feedback. The approach outperforms direct generation from GPT-3.5 and GPT-4 by 5% to more than 40%, depending on the task. Organizations building custom conversational analytics can incorporate similar feedback loops to improve accuracy over time.

A study on conversational reliability found that models behave reliably in simple settings but show sharp declines in consistency when conversations become longer and more dynamic. The finding underscores the importance of guardrails and semantic grounding for production deployments.

How Do You Measure Trust in Conversational Analytics?

Trust requires more than a single accuracy number. OpenAI's evaluation best practices recommend structured tests that measure performance against real-world distributions: "Evals are structured tests for measuring a model's performance. They help ensure accuracy, performance, and reliability, despite the nondeterministic nature of AI systems."

Scale AI lists five metrics available out of the box for evaluation runs: Bleu, Rouge, Meteor, Cosine Similarity, and F1 Score. Each metric serves a different purpose, from translation quality to token-level precision and recall.

OpenTelemetry's semantic conventions for generative AI add operational metrics: gen_ai.client.token.usage tracks input and output tokens, while gen_ai.client.operation.duration measures response latency. These metrics help teams monitor cost and performance at scale.

Closing the Loop With Continuous Learning

Machine learning models deployed in enterprise environments face a fundamental challenge: the data and patterns they encounter in production rarely match their training conditions. Glean describes the solution as AI feedback loop integration, which transforms static models into adaptive systems that improve through each user interaction, error correction, and performance measurement.

McKinsey emphasizes step-level verification: "Agent performance should be verified at each step of the workflow." The principle applies to conversational analytics as well. Teams should instrument each stage, from question parsing to SQL generation to result rendering, so they can isolate failures and improve incrementally.

Self-Refine demonstrates the pattern at the model level. The approach uses few-shot prompting to guide the model to both generate feedback and incorporate it into an improved draft, continuing until a stopping condition is met. Organizations can adopt similar iteration loops to refine metric definitions and query templates over time.

Privacy, Compliance, and Responsible AI

Regulatory frameworks are catching up with AI adoption. ISO/IEC 42001 specifies requirements for establishing, implementing, maintaining, and continually improving an AI management system within an organization. The standard addresses unique challenges AI poses, such as ethical considerations, transparency, and continuous learning.

ISO describes ISO/IEC 42001 as "the world's first AI management system standard, providing valuable guidance for this rapidly changing field." Certification demonstrates to customers and regulators that the organization has formal processes for risk assessment, communication, and continuous improvement.

SOC 2-compliant companies face specific scrutiny. Auditors evaluate five trust-service criteria: security, availability, processing integrity, confidentiality, and privacy. Conversational analytics platforms must demonstrate governed SQL, lineage, and access controls to pass muster.

Responsible AI extends beyond compliance. The NIST AI RMF outlines four core functions: GOVERN, MAP, MEASURE, and MANAGE. Trustworthy AI systems must be valid, reliable, safe, secure, accountable, transparent, explainable, interpretable, privacy-enhanced, and fair with harmful bias managed. Meeting all criteria requires ongoing testing and evaluation, not a one-time audit.

Key takeaway: Privacy and compliance are not afterthoughts. They shape architecture decisions, vendor selection, and operational processes from day one.

Conversational Analytics Isn't a Tool—It's a New Contract With Data

Conversational analytics represents a shift in how organizations relate to their data. Instead of gatekeeping through dashboards and ticket queues, teams can ask questions directly and receive governed, auditable answers. The technology is ready. The remaining challenge is organizational: building the semantic layers, feedback loops, and governance frameworks that make conversational analytics trustworthy.

AI data analyst tools with built-in governance combine natural language querying with semantic layers, lineage tracking, and compliance certifications to ensure consistent, trustworthy insights. Platforms that show the reasoning, lineage, and data sources behind each calculation reduce the risk of acting on flawed analysis.

McKinsey research shows that 62% of survey respondents say their organizations are at least experimenting with AI agents, and 23% are already scaling agentic AI systems somewhere in their enterprises. The trajectory is clear: conversational analytics will become the default interface for business users who need answers faster than dashboards can deliver.

Kaelio is built for organizations where precision is essential and BI backlogs grow faster than data teams can clear them. It sits on top of existing warehouses, transformation layers, semantic layers, and BI tools rather than replacing them. Every answer respects existing metric definitions with full lineage and security intact. For teams ready to move beyond dashboard-only BI, Kaelio offers a path to governed, conversational self-serve analytics.

Photo of Andrey Avtomonov

About the Author

Former AI CTO with 15+ years of experience in data engineering and analytics.

More from this author →

Frequently Asked Questions

What is conversational analytics?

Conversational analytics is a business intelligence tool that allows users to query data using natural language instead of SQL, providing answers as visualizations, tables, or text summaries. It interprets user intent using a semantic understanding of business context, ensuring accurate and relevant answers.

Why is 2025-26 considered a tipping point for conversational analytics?

The period marks a significant shift as enterprises move from experimentation to scaled deployment of conversational analytics. Factors like increased ChatGPT usage, predicted cost savings in contact centers, and mature tooling for governed, auditable answers contribute to this inflection point.

How does conversational analytics benefit business users compared to traditional dashboards?

Conversational analytics allows users to explore data by asking questions in natural language, eliminating the need to navigate complex dashboards. This approach increases accessibility and adoption, enabling users to get real-time insights without learning SQL or BI tools.

What role does a semantic layer play in conversational analytics?

A semantic layer ensures consistent metric definitions and business logic, preventing metric drift and ensuring that all users receive the same answers for key performance indicators. It is crucial for maintaining accuracy and trust in conversational analytics.

How does Kaelio integrate with existing data infrastructure?

Kaelio connects to existing data stacks, including warehouses, transformation tools, semantic layers, and BI platforms. It respects existing metric definitions and governance rules, providing governed, auditable answers without replacing current systems.

Sources

  1. https://www.thoughtspot.com/data-trends/analytics/conversational-analytics-software

  2. https://www.ibm.com/think/topics/conversational-analytics

  3. https://promethium.ai/guides/ai-analytics-governance-framework/

  4. https://cdn.openai.com/pdf/7ef17d82-96bf-4dd1-9df2-228f7f377a29/the-state-of-enterprise-ai_2025-report.pdf

  5. https://my.idc.com/getfile.dyn?containerId=IDC_P42577&attachmentId=47552100

  6. https://barc.com/infographic-bi-analytics-adoption-strategies/

  7. https://www.thoughtspot.com/data-trends/business-intelligence/business-intelligence-reporting

  8. https://www.gartner.com/peer-community/oneminuteinsights/omi-data-literacy-o7h

  9. https://tdwi.org/whitepapers/2017/10/bi-all-tdwi-self-service-analytics-maturity-model-guide.aspx

  10. https://www.ontotext.com/knowledgehub/fundamentals/what-is-a-semantic-layer/

  11. https://docs.cloud.google.com/bigquery/docs/conversational-analytics

  12. https://docs.getdbt.com/docs/use-dbt-semantic-layer/dbt-semantic-layer

  13. https://coalesce.io/data-insights/semantic-layers-2025-catalog-owner-data-leader-playbook/

  14. https://docs.aws.amazon.com/connect/latest/adminguide/analyze-conversations.html

  15. https://www.mckinsey.com/capabilities/operations/our-insights/operations-blog/gen-ai-in-customer-care-using-contact-analytics-to-drive-revenues

  16. https://cloud.google.com/contact-center/insights/docs

  17. https://docs.kore.ai/xo/contactcenter/configurations/advanced-settings/real-time-sentiment-analysis/

  18. https://docs.getdbt.com/blog/semantic-layer-cortex

  19. https://www.mckinsey.com/capabilities/quantumblack/our-insights/one-year-of-agentic-ai-six-lessons-from-the-people-doing-the-work

  20. https://cloud.google.com/gemini/docs/conversational-analytics-api/overview

  21. https://aws.amazon.com/blogs/machine-learning/real-time-analysis-of-customer-sentiment-using-aws

  22. https://learn.microsoft.com/en-us/azure/architecture/example-scenario/dataplate2e/data-platform-end-to-end

  23. https://selfrefine.info/

  24. https://openreview.net/pdf/a677427694e0021ff4b615f19145050a071be956.pdf

  25. https://docs.gp.scale.com/docs/metrics

  26. https://opentelemetry.io/docs/specs/semconv/gen-ai/gen-ai-metrics/

  27. https://www.glean.com/perspectives/overcoming-challenges-in-ai-feedback-loop-integration

  28. https://export.arxiv.org/pdf/2303.17651v2.pdf

  29. https://www.iso.org/standard/81230.html

  30. https://www.iso.org/artificial-intelligence/iso-iec-42001

  31. https://kaelio.com

Your team’s full data potential with Kaelio

K

æ

lio

Built for data teams who care about doing it right.
Kaelio keeps insights consistent across every team.

kaelio soc 2 type 2 certification logo
kaelio hipaa compliant certification logo

© 2025 Kaelio

Your team’s full data potential with Kaelio

K

æ

lio

Built for data teams who care about doing it right. Kaelio keeps insights consistent across every team.

kaelio soc 2 type 2 certification logo
kaelio hipaa compliant certification logo

© 2025 Kaelio

Your team’s full data potential with Kaelio

K

æ

lio

Built for data teams who care about doing it right.
Kaelio keeps insights consistent across every team.

kaelio soc 2 type 2 certification logo
kaelio hipaa compliant certification logo

© 2025 Kaelio

Your team’s full data potential with Kaelio

K

æ

lio

Built for data teams who care about doing it right.
Kaelio keeps insights consistent across every team.

kaelio soc 2 type 2 certification logo
kaelio hipaa compliant certification logo

© 2025 Kaelio