What this agent can do for your business
- KPIs with quarter and sourceIncluded
- Period milestonesIncluded
- KPI definitionsIncluded
- No opinions or forecastsIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Hands the case to a person on your team when neededWith your setup
Gives leadership a traceable synthesis of revenue, margin, satisfaction and milestones as they appear in your...
Management Summary Assistant
Synthesizes the period's KPIs and activity for leadership, with quarter and source for each figure of your published summary.
Built for: Leadership and management committees
From USD 299.00 / year
Annual access · updates and support during the term
What changes in your business
- Leadership without a traceable synthesis of activity and KPIs
- Different figures in each board presentation
Try Management Summary Assistant
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Management Summary Assistant. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- KPIs with quarter and source
- Period milestones
- KPI definitions
- No opinions or forecasts
What the agent can do
- Website chat
- Answers with sources
- Human handoff
- Knowledge search
- Answers from your knowledge base
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Published reports and metric definitions with period and source (knowledge base); authenticated access
Before you buy
Does it connect live to my systems?
No. It works with the reports and metric definitions your team publishes in the knowledge base, citing period and source.
Does it make forecasts?
No. It only explains figures from published reports; it never computes or forecasts new numbers.
What do I need to configure?
Load your quarterly executive summary and KPI definitions as the knowledge base, set who receives routed cases and connect your AI key.
Does it invent answers?
No. It only answers from your approved sources; if something is not documented it says so and routes the case.
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Management Summary Assistant
Install the plugin with access for your authenticated team only, publish your quarterly executive summary and KPI definitions in the knowledge base with period and source, set who receives routed questions, connect your AI key and test a real question.
Full product description
Gives leadership a traceable synthesis of revenue, margin, satisfaction and milestones as they appear in your published executive summary, citing quarter and source for each figure, and clarifies KPI definitions. It never computes, forecasts or gives opinions: what the summary does not answer goes to management control.