FAQ

The questions we hear most

Short answers about the products, your data and how to start. If your question is not here, write to us.

Vision AI

How it works and what to expect.

What is Vision AI?

Vision AI is the analyst inside Creo Vision. It answers questions about your company's data in plain language: it queries the data itself and replies with figures, a chart, a table and a short explanation.

How does it find the answer?

It reads your question, queries your data in Creo Vision and builds the answer from the results. It works on the same data model as your dashboards, so a figure means the same in both. On the Vision AI page the dashboard's filters do not limit the answer, so name the period and the group in your question.

Where can I start a question?

On the Vision AI tab of a dashboard. From a chart, with Analyze with Vision AI. From the page header, with Analyze this Page. Or from Smart Insights: choose an insight and Vision AI explains what is behind it.

Can I check an answer?

Yes. An answer starts with the main finding, then shows key figures, findings, charts and tables, and it names the data it is based on. Check the period, the group and the table before you act on a figure.

Can it be wrong?

Yes. A vague question can be read the wrong way. Say what to measure, for which period, split by what and compared with what. Then check the table in the answer.

Does it see data I may not see, or change anything?

No. It stays inside your access: if your account sees one team, the answers cover that team. And it only reads. It cannot change data, dashboards or settings.

Can an analysis repeat every month?

Yes. CreoLabs analyses are prepared and kept up to date by CreoLabs analysts. They repeat on the same definitions every time and show findings, recommended actions, and a follow-up on earlier advice.

Can I keep or share an answer?

Yes. Save it and open it again later on today's data. Export it as a PDF, as data (CSV or Excel) or as a chart image, or copy it as formatted text for an email.

The products

What we make, and for whom.

What does CreoLabs do?

We turn the data your business already collects into dashboards, reports and AI analysis. The data comes from your CRM, trading platform, tracking, marketing, VOIP and payment systems.

Who is it for?

Brokerages, CFD and prop trading alike, and media buying companies. In a brokerage every team gets its own view: management, sales and retention, marketing and affiliates, risk, trading and payments.

What is the difference between Creo Sense and Creo Vision?

Creo Sense is the analytics solution for brokerages: the data from your systems in one model, with ready dashboards and reports. Creo Vision is where your team reads it and asks questions: dashboards in your brand and AI analysis in plain language. Creo Vision is built on Creo Sense and on Creo Media.

What are the other products?

Creo Media shows what each traffic source costs and returns. Creo Engage is marketing automation on your own data, with messages by email, WhatsApp and Telegram. Creo Analytics is advanced analytics for questions outside the ready dashboards. Creo Middleware is the layer that brings data in from your systems.

Does it work on a phone?

Yes. Pages are laid out for a phone, and you can put an icon on the home screen.

Data and systems

Sources, freshness and access.

Which systems do you connect?

Among others: Leverate, Protonix, Skale CRM, TrackBox, Cellxpert, MetaTrader 5, Match-Trader, Voiso, VoiceSpin, BridgerPay, Google Ads, Facebook, TikTok and Excel files. If your system is not on the list, ask us.

How fresh is the data?

Data is loaded on a schedule. Creo Sense works with four cycles: a daily refresh, every 3 to 4 hours, every 15 minutes, and every 2 minutes for monitoring. Which cycle a figure gets depends on its source and on what it is used for.

Who sees which data?

Access is set by dashboard, by page and by data. A team lead sees their team; a manager sees the whole picture. Everyone logs in with their own account.

Do all teams get the same numbers?

Yes. Your systems are loaded into one data model with one agreed definition for every figure, so sales, marketing and management read the same number.

Getting started

From a first look to your dashboards.

Can I see it before I decide?

Yes. Book a walkthrough: we show the product online on demo data and discuss what your team needs.

How do we start?

In three steps. We connect your data. We build the dashboards with you, in your colours and with your logo. Then your team logs in.

How long does the setup take?

That depends on which systems you use. Tell us your systems when you ask for a walkthrough, and we answer with a timeline.

What does it cost?

The price depends on the products you need and on the number of systems to connect. Ask us for a quote.

See it on your own data

Ask for a walkthrough. We show the product on demo data and discuss what your team needs.