Connected context
Bring information from Layest Data Collections and connected sources into one view.
Better questions
Explore performance in natural language without needing to write queries.
Useful foresight
Identify patterns, relationships, and signals that support better decisions.
Charlay is currently shown as a preview in the Layest Agent Library and cannot be created from the library today. Use the Agents page in your workspace as the source of truth for availability.
What Charlay is built for
Charlay is intended to help teams:- connect fragmented operational and financial information
- monitor the same KPIs across projects, companies, or portfolios
- investigate changes and relationships in the data
- prepare concise management insights
- support planning and forecasting conversations
- make dashboards and recurring analysis easier to maintain
Prepare your data now
Even before Charlay becomes available in your workspace, you can prepare the foundation:1
Organize the source data
Keep important records in clear Layest Data Collections with consistent field labels and relationships.
2
Agree on KPI definitions
Document what each metric means, where it comes from, and how often it should be updated.
3
Build trusted dashboards
Use Layest dashboards for the views your team already reviews regularly.
4
Use Finlay for questions
Ask Finlay to explore workspace data, show relevant records, and help draft private dashboards for review.
Availability and Setup
A customer Setup guide and Setup screenshot will be added when Charlay is enabled as a configurable agent. Until then, do not rely on a preview card as confirmation that the agent can run in your workspace.Ask Finlay about your data
Explore current workspace information with Layest’s AI Assistant.
Work with Data Collections
Create the structured foundation for future analysis.