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Customers buy the outcome, then expand the layer.

What our lead enterprise account saw, and how a pilot grows system by system.

Campaign efficiency lift, paid pilotLead enterprise account
+45%

by month two, from acting on Optialy's recommendations, as reported by the customer. +20% in month one.

Month 1+20%
Month 2+45%
Results

What customers saw in the first months.

From our lead enterprise account's paid pilot, now in beta, and our beta customers.

Campaign efficiency lift

Acting on Optialy's recommendations, as reported by the customer

Analyst hours saved per question

Simple, multi-system and complex questions, across beta customers

Systems connected, one by one

From 1 to 4 system groups, each added at the customer's request

1Advertisingpilot
2Analyticsexpansion
3E-commerceexpansion
4CRMnow in beta
Enterprise pilots2

Two more enterprise accounts, in Quebec and British Columbia, just started. Both took part in our accuracy testing.

Customer conversations~70

Across four industries, shaping what we build next.

Live connectors32

Across ads, analytics, commerce, CRM, finance and files.

The question

“Which closed-won clients have RFPs due this month?”

And what does their performance across our data say about their trajectory? It needed four systems. Salesforce's own AI couldn't find the RFP dates, because they live in a custom field.

  • Optialy found all four sources
  • Read the custom field directly
  • Returned one combined, cited answer in two to three minutes
Sources in the answerIllustrative layout
SalesforceRFP date
Google Adsengagement
GA4engagement
Shopifycommerce

Generic assistants reach only what each vendor's integration exposes. Optialy engineers retrieval per platform.

How a pilot runs

One question. Then system by system.

Our lead account, sponsored by its VP of Strategy.

February 2026First meeting

One high-value question, with an executive sponsor.

March to AprilPaid pilot

Advertising and marketing systems.

May to JulyWeekly scoping

Analytics, e-commerce and CRM added on request.

NowIn beta

Four system groups, one governed layer. Annual contract under discussion.

Measured, not claimed

Computed beats generated: 97.5% vs 65.8% of figures correct.

4,500 real marketing and commerce questions on live connected data, each graded blind by three AI judges against figures computed from the source systems, then checked manually by our team.

RAG pipeline0%
Optialy0%

Figures correct. Each square is 0.1% of graded figures.

Answer quality, out of 5

RAG pipeline0
Optialy0

Answers with a chart

RAG pipeline0
Optialy0

Why a RAG baseline

Plain ChatGPT or Claude can't connect to most of these systems, so many of the questions are impossible for them. The fair comparison is a pipeline that can.

Internal benchmark, September 2026. RAG pipeline: retrieval, then the language model reads the data and writes the figures itself (our earlier architecture).

One question. Every relevant source. Trusted wherever work happens.

Start with one question that costs you money today. We'll answer it on your live data.