> ## Documentation Index
> Fetch the complete documentation index at: https://docs.layest.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Charlay

> Connect business data, follow KPIs, uncover patterns, and turn fragmented information into useful business insight.

**Charlay is Layest's Business Navigator.** It is designed to connect business information, track the KPIs that matter, uncover relationships, and make insights easier to act on.

<CardGroup cols={3}>
  <Card title="Connected context" icon="chart-network">
    Bring information from Layest Data Collections and connected sources into one view.
  </Card>

  <Card title="Better questions" icon="messages-question">
    Explore performance in natural language without needing to write queries.
  </Card>

  <Card title="Useful foresight" icon="chart-mixed">
    Identify patterns, relationships, and signals that support better decisions.
  </Card>
</CardGroup>

<Info>
  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.
</Info>

## 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:

<Steps>
  <Step title="Organize the source data">
    Keep important records in clear Layest Data Collections with consistent field labels and relationships.
  </Step>

  <Step title="Agree on KPI definitions">
    Document what each metric means, where it comes from, and how often it should be updated.
  </Step>

  <Step title="Build trusted dashboards">
    Use Layest dashboards for the views your team already reviews regularly.
  </Step>

  <Step title="Use Finlay for questions">
    Ask Finlay to explore workspace data, show relevant records, and help draft private dashboards for review.
  </Step>
</Steps>

## 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.

<CardGroup cols={2}>
  <Card title="Ask Finlay about your data" icon="message-sparkles" href="/ai-assistant/chat">
    Explore current workspace information with Layest's AI Assistant.
  </Card>

  <Card title="Work with Data Collections" icon="database" href="/data/collections">
    Create the structured foundation for future analysis.
  </Card>
</CardGroup>