Redbird AI Chat lets you rapidly configure scoped AI chat environments tied to your Redbird workflows and data — then share them with any team or stakeholder. Data updates automatically on your workflow cadence. Users just ask questions.
Redbird AI Chat isn't a generic chatbot pointed at your data — it's a configurable environment you set up with intention. Tie it to specific Redbird workflows that handle multi-step automated connections into source systems, data prep, and analysis as the upstream feed into the AI chat. Scope the chat to the data and context in the workflow that's relevant, and share it with the right team or stakeholder. Because it's tied to a live workflow, the data it draws from refreshes automatically on your schedule — so the people using it always get answers based on current information, without anyone manually updating anything.
Each AI Chat environment is connected to a specific Redbird workflow. When the workflow runs, the data and transformations the chat draws from update automatically.
Configure each environment to only access the data and workflows relevant to its audience — Marketing sees marketing data, Finance sees financial information, Sales sees the sales pipeline only.
Publish a configured AI Chat environment to specific users, teams, or stakeholders — they get a clean conversational interface with no configuration required on their end.
Users ask questions in plain language and get back structured answers — tables, charts, summaries — grounded in the workflow data the environment is connected to.
No stale exports, no manual refreshes. Data updates on the workflow's schedule — daily, weekly, or triggered — so answers are always current.
Every AI Chat environment in Redbird is configured for a specific purpose — a team, a workflow, a dataset, or a business question. You define what data it can access, what workflow drives it, and who can use it. The result is a focused, reliable chat experience that feels built for its audience — not a generic analytics tool they have to figure out.
Example use cases
Accurate answers in a business chat environment require more than just connected data — they require context. What does "revenue" mean in your organization? How is a "qualified lead" defined on your sales team? What calculation logic drives your margin KPI? Redbird's AI Context Manager lets builders wire up live connections to business context from wherever it lives — and Redbird AI preps that context for use by agents inside each chat environment, so responses reflect how your organization actually thinks about its data.
Context Manager — connect context from anywhere
How it drives accuracy
AI Chat environments don't require manual data refreshes or imports. Because each environment is tied to a Redbird workflow, the data it draws from updates every time that workflow runs — on a schedule, on a trigger, or on demand. Stakeholders always get answers based on current data without anyone having to do anything between runs.
AI Chat environments can be connected to any Redbird workflow — which means they can draw from any source Redbird connects to: data warehouses, CRMs, cloud storage, APIs, unstructured documents, and more. Build the workflow that brings the right data together, applies multi-step data prep flows, then surface it through a chat environment your team can use instantly.
Configure a scoped AI Chat environment for any team, any workflow, any use case — in minutes. Connect it to live data, share it with the right people, and let Redbird handle the rest.