Accelerating Analytics via Conversational AI for a Global Health and Wellness E-commerce Giant

Accelerating Analytics via Conversational AI for a Global Health and Wellness E-commerce Giant

Client Overview

  • 12M+

    active customers worldwide

  • 1600+

    natural health and wellness products

  • 57+

    years in operation

INDUSTRY

  • Healthcare / E-Commerce of health &wellness products

TECH STACK

  • Conversational AI
    • Snowflake Cortex Agent
    • Cortex Analyst
  • Semantic & Data
    • Semantic Model (YAML)
  • Quality & Automation
    • Python
    • Snowflake Tasks

Executive Summary

The client needed faster, self-service access to performance data spread across eight disconnected source systems, without requiring SQL expertise or compromising data privacy. Inferenz built a natural-language analytics agent on Snowflake Cortex Agent and Cortex Analyst, backed by a semantic model covering 40+ business metrics across 12+ marketing channels, an automated evaluation framework, and weekly quality monitoring, entirely within the client’s own Snowflake environment. Performance insights that once required SQL queries and dashboard-hopping are now delivered in under a minute through one conversational interface, with built-in accuracy checks running automatically every week.

Challenges

The client wanted faster, self-service access to performance data without compromising data privacy or requiring SQL expertise. The existing approach created four core operational bottlenecks.

01

SQL Dependency Blocking Self-Service

Business analysts without SQL expertise had no self-service path to performance data. Every insight request required an engineer or analyst to write and execute queries manually, creating constant bottlenecks across teams.

02

8 Fragmented Data Sources

Key business metrics were spread across eight separate source systems. Assembling a unified view required complex joins and deep knowledge of stored procedure logic documented only internally.

03

No Single View Across Performance Dimensions

Channel performance, customer retention, loyalty, subscription, and financial metrics existed in isolation — spread across referenced views, raw row-level records, and pre-aggregated tables simultaneously, with no interface to compare them.

04

No Mechanism for Business Trust

ithout any way to measure or demonstrate response accuracy, gaining business user trust in an AI agent was a significant barrier. Teams were reluctant to act on AI-generated insights without independent verification.

Our Solution

Inferenz delivered a self-service analytics agent that turns plain-English questions into governed, accurate answers automatically, and entirely within the client's own Snowflake environment.

Natural-Language analytics agent

A Snowflake Cortex Agent backed by Cortex Analyst translates plain-English questions into optimized SQL, returning formatted answers with data tables and charts. Business users access 40+ performance metrics with zero SQL, and the agent resolves synonyms like “total revenue” or “first-time buyers” automatically.

One interface, automatic insights

Stakeholders previously navigated multiple platforms to piece together performance. The agent now consolidates every source into a single conversational interface and automatically surfaces 2-3 key observations with every response, highlighting trends and standout figures without requiring manual interpretation.

Unified semantic model across 8 systems

A purpose-built semantic model maps 40+ business metrics across 8 source systems and 28 table relationships, grounded in the client’s own data dictionary. This consolidates order data, retention, marketing channels, loyalty, subscriptions, and lifetime value into a single governed view, with synonym resolution ensuring any phrasing returns the correct result.

Automated evaluation &weekly quality checks

A 12-question evaluation dataset with ground-truth SQL scores every response across 5 metrics using an LLM-as-judge approach. A Snowflake Task runs this suite weekly and refreshes a full audit trail (questions, SQL, tokens, duration) daily, catching regressions automatically without manual oversight.

Impact Delivered

~50% Faster

Insight generation

Performance insights that previously required SQL queries and dashboard-hopping across multiple platforms are now delivered instantly.

Zero

SQL knowledge required

Business users access 40+ performance metrics through plain-English questions, with no technical skills needed.

100%

Data inside Snowflake

All queries run natively inside the client's warehouse, with zero data leaving the environment at any point.

Weekly

Automated quality checks

The evaluation framework scores agent performance every week across five quality dimensions, catching regressions before they reach business users.

Let’s create something truly remarkable & intelligent!

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