Work with Analyst mode

March 26, 2026

What you’ll need:

  • Analyst mode license assigned to your seat.

Keep in mind:

  • Analyst mode isn’t enabled for the entire account and works per assigned user (seat).
  • Answers are based on all data in your account and aren’t limited by individual user permissions. For this reason, make sure it’s assigned only to team members who need full access to account data.
  • In Safari version 16.4 or earlier, tables may not display correctly.

This guide explains how to access the Analyst mode for Copilot, how it operates, and how to use it to explore and better understand your data.

How to activate Analyst mode

To activate Analyst mode, you first need to purchase it as an add-on. To get started, contact Support.

After that, Analyst mode is enabled by Kommo’s Support team for the selected user (seat). Once activation is complete, Analyst mode becomes available in Copilot automatically.

To check if Analyst mode is available:

  • Open Copilot in Kommo by clicking the sparkle icon on the right side of the screen.

Analyst mode appears in the Copilot chat when it’s enabled for your user.

You can then start asking analytics-related questions and reviewing insights directly in the chat.

Note: If Analyst mode is disabled for a user, the feature will not be visible in Copilot for that seat.

How to use Analyst mode

To start using Analyst mode, follow the steps below:

  1. Open Copilot.

For more information about Copilot, see our Kommo Copilot guide.

  1. Ask an analytical question in plain language, for example:
  • How many leads were created this week compared with last week?
  • How many leads were won last month?
  • What’s the average lead value in the [pipeline name] pipeline?

Analyst mode will return an answer based on the information available in your account.

In some cases, the response includes tables or charts to help explain and compare results. You can copy, download, or use a link to share them:

You can continue the conversation by asking follow-up questions to refine the results or explore the data further.

For example, after viewing a chart, you might:

  • narrow the time range to a specific day or week
  • compare the same data across different periods
  • focus on a specific pipeline or source

Analyst mode remembers the context of the conversation, so you don’t need to repeat yourself. It builds on previous answers, charts, and tables to refine the analysis and return more detailed insights.

If you want to start fresh and ask a new question, you can open a new chat using the pencil button.

If you need more help with setup or troubleshooting, feel free to reach out to our support chat or contact us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.

Not a user yet? Sign up for our 14-day free trial or book a free live demo.

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