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How It Works - Goals - Ask Chainworthy - KPIs - Recommendations - Actions - Data - Events - Context Library Who It's For - Sales & Marketing - Channel & Incentives - Private Equity Compare - Our Approach - vs. Traditional BI - vs. Consultants - vs. Generic AI Pricing About FAQ Roadmap
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How it works

From your goals to your next best move.

Chainworthy is built around goals. You set what you are trying to achieve, connect the metrics and data that measure it, and the platform surfaces findings, recommendations, and action plans as your data changes. Most teams see first recommendations in the same session as their first upload.

The platform journey

Goal Canvas: baseline, target, and goal period
1

Goals

Where every job starts.

Describe what you want to achieve in plain language. Chainworthy captures a structured goal and opens the Goal Canvas: one workspace for progress, KPIs, recommendations, actions, activity, and your weekly goal briefing.

How Goals work →
KPI trend chart with tabbed Findings
2

KPIs

Define what success looks like.

Create goal-linked metrics in plain language. Each KPI includes trend charts and tabbed Findings. Projections appear where your data supports them.

How KPIs work →
Dataset upload: validation and column profiling
3

Data

Your files, processed and recurring.

Upload CSV or Excel. Chainworthy validates, profiles columns, and processes datasets for KPIs. Single-use, recurring, or incremental adds.

How Data works →
Recommendation card: priority, confidence, projected impact
4

Recommendations

Prioritized, with evidence.

AI-generated insights: priority, confidence, estimated revenue where supported, clear lifecycle. Triggered when data changes or when you propose an idea for analysis.

How Recommendations work →
Action plan: tracked next steps from an accepted recommendation
5

Actions

From acceptance to execution.

Accept a recommendation and build an AI-assisted action plan with tracked next steps, or manage execution outside the platform.

How Actions work →
Event log: launches and market shifts by date range
6

Events

Context the data cannot carry alone.

Record launches, program changes, and market shifts by date range and goal. Feeds findings, recommendations, and the weekly goal briefing.

How Events work →
Context Library: uploaded documents alongside platform knowledge
7

Context Library

Your documents, part of the intelligence.

Upload PDFs, Word, PowerPoint, spreadsheets, and more. Your tenant knowledge base works alongside the platform knowledge base.

How Context Library works →
Ask Chainworthy: tenant-wide chat grounded in your workspace
8

Ask Chainworthy

Conversation with your workspace.

Tenant-wide chat grounded in goals, KPIs, datasets, and both knowledge bases. Docked assistant on most pages stays context-aware.

How Ask Chainworthy works →

Activity ties it together: a unified audit trail of recommendations, action plans, KPI recalculations, and uploads, so you can see what changed and when.

What makes every step smarter: two knowledge sources

Your Context Library

Everything Chainworthy learns from your organization: uploaded data, KPI definitions, program documents, recommendation history, and results. Private to your tenant. Grows more precise with use.

Platform knowledge base

Decades of behavioral science, incentive design, and channel and loyalty expertise encoded for every analysis. No configuration required.

Together they make recommendations specific to your business and grounded in proven practice.

What to expect, and when

Same session

Upload a file. See validation and profiling. Define your first goal and KPIs. First recommendations can land before you leave the session.

First weeks

Context Library and goal history accumulate. KPI trends emerge. Your weekly goal briefing summarizes progress and next moves per goal.

First month

Recommendations reflect richer patterns in your data and goals. Your team learns which categories drive the most value.

Ongoing

When new data lands, findings and recommendations update. Accepted actions track toward outcomes. The loop closes and re-measures.

Ready to see it with your data?

Request a demo and we will walk through the closed loop from goal to recommendation in one session.