Work alongside Athena to build, refine, and act.
Level 3 is where Athena becomes a collaborative partner — not just answering questions, but participating actively in planning sessions, generating insights in context, and taking actions as you direct. You remain in control. Athena does the heavy analytical lifting.
Human + AI Collaboration
Planning, Operations, Finance
What Is the AI Co-Pilot Level?
The Co-Pilot level is an interactive, session-based mode of intelligence. Unlike Level 1 (which responds to a single query) or Level 2 (which runs autonomously in the background), Level 3 operates alongside you in real time — during a forecast review, an S&OP session, a supply issue investigation, or a board meeting.
Athena participates actively: it generates narrative insights on what you are looking at, suggests analytical paths, reconfigures views on instruction, and takes actions you approve — all grounded in live data.
Athena Co-Pilot
- Generates narrative insights in real time during your session
- Reconfigures Decision Boards on natural language instruction
- Works inside AI Workforce Apps — Demand, Supply, Production
- Takes actions on approval — schedules, shares, updates
- Context persists through the session — Athena remembers your focus
Analyst / Traditional Tooling
- Analyst prepares pre-meeting reports — stale by meeting time
- Dashboard changes require IT or analyst support
- Separate point solutions with no unified intelligence layer
- Manual handoffs between tools and teams
- Each tool interaction is stateless
How It Works?
A Co-Pilot session begins when a user opens a Decision Board, an AI Workforce App, or the Athena interface with a specific planning task in mind. Athena activates in context — reading the current view, understanding the data domain, and offering proactive insights or waiting for direction.
The interaction is conversational and iterative. The user directs Athena at each step, approving or rejecting suggestions before any output is finalized or distributed.
What ConverSight Delivers at Level 3
Athena as a Co-Pilot is the most versatile level — it accelerates every knowledge-intensive task in the supply chain planning cycle.
Interact with Decision Boards: filter, drill down, pivot, reconfigure — on natural language instruction
Generate narrative insights on any dataset — what is driving variance, what the trend means, what action is implied
Customize charts, create pivot tables, apply conditional formatting — in session, without code
Work inside AI Workforce Apps: Demand Forecasting, Supply Planning, Production Planning
Analyze performance by customer, vendor, product, region, or any combination
Layer external context — news, market signals, supplier events — alongside internal supply chain data
Analyze performance by customer, vendor, product, region, or any combination
Powered by the ConverSight Decision Intelligence Platform
Every level of Agentic Intelligence runs on the same unified platform. These core capabilities are available to all users — enhancing the intelligence and usability of each level.
AI Briefing
Proactive daily intelligence delivered before you open a dashboard — key risks, highlights, and actions synthesized from your live data.
AI Insights
Automated anomaly detection and pattern recognition that surfaces what matters, grounded in your governed semantic layer. No hallucinations, no noise.
Story Boards
Narrative-driven decision boards that combine charts, KPIs, and AI commentary into a single guided view — shareable and schedulable across teams.
AI Assistant
Conversational access to your supply chain data in plain language. Ask any question and get an answer traced back to your actual data.
Data Explorer
Self-serve data discovery and ad hoc analysis without engineering support — filter, drill, pivot, and export across any dataset in the platform.
Agents & Use Cases at Level 3
The following AI Workforce agents operate at or include Level 1 Assistant capabilities. Each agent answers domain-specific questions with the same zero-hallucination guarantee.
Who Uses the AI Assistant Level?
Demand Planner
S&OP forecast reviews, statistical baseline adjustments, variance analysis
S&OP Analyst / Lead
Supply Planner
Operations Analyst
Business Analyst
Guardrails at this level.
At Level 3, Athena acts on instruction — and always with approval before consequential actions are taken. No analysis is distributed, no board is shared, and no workflow is scheduled without explicit user confirmation.
Human Approval Gate
Athena recommends. The user approves. Every action with an external consequence — scheduling, sharing, updating — requires explicit user confirmation before execution.
Grounded Insights — No Hallucinations
Every narrative insight, chart annotation, and recommendation generated during a Co-Pilot session traces back to your actual supply chain data. Athena cannot fabricate trends or invent metrics.
Explainability Built In
Every recommendation shows the reasoning and source data that drove it — so users can scrutinize, challenge, or override Athena’s analysis at any point in the session.