Proactive monitoring

Let AI keep watching your business. It creates KPIs, checks for changes, investigates the evidence, and brings important findings to you.

Follow the KPIs your agent and team are watching. Illustrative data

The work continues between your visits.

Connect a source and give your agent context. Monitoring, investigations, and updates keep moving while your team focuses on the business.

01Monitor02Investigate03Keep informed

How proactive monitoring works

Start with your data. Keep the work connected.

1Give AI business context

Connect your sources and tell the agent what matters. It can discover relevant metrics and create KPIs, while you can add your own definitions.

Monitor a data source•••
Operations databaseOrders, customers, and fulfillment
Active
BUSINESS CONTEXT

Watch order delays and customer demand. Compare fulfillment across locations.

orders customers shipments
Agent-created KPIs

Fulfillment time · On-time delivery · Order volume

Sources and business context

2Keep checking what changes

The system follows data as it updates, compares performance, and investigates changes. Your rules and business context help guide what gets attention.

Monitoring activity•••
10:30:00Source synchronized

248 new order records received.

10:30:04KPIs recalculated

Fulfillment time: 36h → 51h.

10:30:08Change investigated

Delay concentrated in the West region.

10:30:16Finding ready

Evidence attached to the update.

Monitor → investigate → explain

3Receive the findings

Read updates in the app or through configured delivery channels. Open the evidence, ask a follow-up, and direct the next investigation.

Delivery channels•••
In-app Email Team channel
Backyard IntelligenceJust now

Orders are taking longer to fulfill.

Average fulfillment time rose to 51 hours. Most of the increase is in the West region.

OperationsSource evidence attached
Open investigation

An update with context

Keep watch without adding more busywork

A small team with a lot to follow

Watch performance across functions without assigning someone to check every dashboard.

Changes in customer behavior

Notice shifts in acquisition, engagement, purchases, and retention as the data changes.

Operational exceptions

Follow service delays, unusual volumes, or device measurements that need investigation.

Company and portfolio oversight

Stay close to important business changes between meetings and scheduled reports.

Proactive monitoring FAQ

Do I have to ask the AI every time?

No. Monitoring is proactive: the system continues to check configured sources and KPIs, investigate relevant changes, and create updates without a new prompt each time.

Can I choose which KPIs to monitor?

Yes. You can review agent-created metrics, add your own KPIs, and define alert rules around the parts of the business you want to follow.

Where do updates arrive?

Updates are available in the app. Delivery to other channels depends on the channels configured for your workspace and the notification settings you choose.

Does every source update at the same speed?

No. Freshness depends on the source, its sync schedule, and whether it supports streaming. Check the source and KPI freshness information when interpreting a change.

Stay informed. Keep your focus.

Start working with Backyard’s proactive business intelligence platform.

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