The concepts and architecture
behind the AI analyst.

This is documentation for people evaluating how Spotonix works — the agentic analyst that interprets a business question before it queries. It explains the core objects, the execution model, and the current boundaries in plain language.

Spotonix is pre-GA. What follows is an honest conceptual and architectural overview, not an API reference — deeper operational documentation (setup guides, an API and SDK reference, connector specifics) is being written and ships with general availability. Coming soon Operational reference

Prerequisites

What a deployment needs, conceptually.

Three things need to be configured before Spotonix can interpret and answer questions. Exact hosting, credentials, network paths, connectors, and retained artifacts are confirmed per engagement; the list below is the conceptual shape, not a deployment guarantee.

  • A supported warehouse adapter. Snowflake, Databricks, and Redshift adapters are present. SQL executes through a configured connection; credential mode and network path are deployment-specific.
  • A configured model backend. Anthropic and OpenAI backends are supported. Provider, model, endpoint, key owner, region, and data-usage terms are documented for the deployment.
  • Your semantic definitions. The business meaning — what a Segment is, how a Calculation is computed, which Analysis Patterns your teams reuse — lives in the Context Graph. Schema is a supported source; semantic-layer, BI-asset, and query-context ingestion depend on connector coverage confirmed for the deployment.

Core concepts

The objects in the system.

Six terms carry the model. Everything else in the documentation is built out of these. They are the vocabulary Spotonix uses internally and externally, so learning them once makes the rest of the system legible.

Context Graph

The domain-context layer used during interpretation. It represents Segments, Calculations, Analysis Patterns, schema relationships, and other configured business context. Storage, persistence, and export behavior are documented for the deployment.

Segments

The who. Segments name the cohorts, store sets, product groups, and other populations your analysis is about. A Segment makes the selected population explicit in the plan; cross-question retrieval and versioning are evaluated separately.

Calculations

The how much. Calculations are the measured quantities — growth, ratio, rate, benchmark, time comparison. A Calculation makes the selected computation explicit and reviewable.

Analysis Patterns

The reusable analytical intent — the semantic glue that binds Segments and Calculations into a repeatable analytical shape. A pattern is the "how we look at this" that recurs across questions. It separates analytical structure from the wording of one prompt.

Intent Algebra

The mechanism. Intent Algebra reads a business question and resolves its definitions, calculations, scope, filters, and ambiguity into a visible plan composed from the primitives above. In Copilot mode, the plan is accepted before query generation continues; generated SQL is then checked against material plan bindings before execution.

Answers

The analytical result produced after query execution. Persistence, scheduling, alerting, reuse, and access behavior depend on the active workflow and deployment configuration.

How it behaves

Interpret. Confirm. Generate. Validate. Execute.

Three behaviors define how a question becomes an answer. They are described here conceptually; the operational detail behind each arrives with the GA reference.

Interpretation before execution

Live

Spotonix shows the plan—Segments, Calculations, scope, filters, and grain—before SQL executes. Material unresolved business meaning can trigger clarification; some permitted assumptions remain part of the interpretation policy.

Copilot confirmation gate

Live

In Copilot mode, the executor pauses after interpretation and waits for plan confirmation before query generation continues. Assistant mode does not use the same pause, so the gate is not described as universal across personas.

Plan-governed generation and binding validation

Live

The query generator receives the original question and the plan. Semantic checks validate material bindings in the generated SQL before execution. This is not a deterministic plan-to-query compiler and does not guarantee identical SQL across repeated runs.

The visible interpretation and validation behavior is the differentiator. For the mechanism in depth, see Intent Algebra; for the deployment and identity model, see Architecture.

Limitations & status

What this documentation does not yet cover.

An honest evaluation needs the boundaries stated plainly. These are the current edges of both the product and its documentation. Where something is in progress, it carries a status label rather than a promise.

  • API & SDK referenceComing soon A published, versioned reference for programmatic access does not exist on this site yet. This page describes concepts, not endpoints or client libraries — no method names, request shapes, or version numbers are documented here because they are not finalized.
  • Native DAX / PBIX ingestionComing soon Reading existing Power BI models and measures directly into the Context Graph is not generally available. Use private beta only where an actual design-partner build is confirmed.
  • Context Graph exportLive The graph is your asset. Open export in a standard, non-proprietary format so it leaves with you is being built; the exact format and scope are being confirmed with design partners rather than overstated here.
  • Connector & provider matrixComing soon Snowflake, Databricks, and Redshift database adapters plus Anthropic and OpenAI backends are evidenced today. BigQuery, semantic-layer, and BI-asset coverage must carry their stated status.
  • Formal certificationsRoadmap A SOC 2 attestation is not currently held. Spotonix does not claim certifications it has not earned. Security specifics live on Security.

Deployment topology, supported surfaces, and control specifics are worked through against your real environment with design partners — not asserted from a reference diagram.