Documentation/Overview

InsightPilot

InsightPilot is a Laravel 12 application for AI Business Intelligence with Safe SQL, Document Compliance, certified metrics, premium dashboards, and Governance Evidence.

Market positioning: InsightPilot should be sold as AI Business Intelligence with Safe SQL, Document Compliance, and Governance Evidence.

What Buyers Can Do

Connect governed databases and warehouses, or synchronize approved files and SaaS sources into safe analytics datasets.
Ask questions in natural language.
Preview and run safe read-only SQL.
Turn results into tables, charts, summaries, and actions.
Analyze contracts, linked documents, rules, obligations, and risks.
Register AI systems, classify risk, route approvals, collect evidence, and monitor controls.
Operate cross-module work from Command Center, System Health, Audit Center, and Report Builder.

What Makes It Stand Out

Citation-first answers with source references.
Strict SQL guard before execution.
Evidence lineage and reproducibility packs.
Scheduled executive briefs and anomaly alerts.
Commercial installer, installed demo mode, presets, launch checklist, and readiness checks.
AI Governance with EU-inspired risk labels, NIST-style controls, approval workflow, and evidence packs.
Opt-in multi-schema PostgreSQL discovery, warehouse and managed-source connectors, certified metric versions, threaded collaboration review trails, proof bundle exports, enterprise identity controls, and operational evidence.

Marketplace 9.x Ratings

InsightPilot is a trust-first BI companion for Laravel teams, not a substitute for dedicated enterprise BI suites such as Power BI or Tableau. Current audit targets are Semantic metric maturity 9.0/10, Collaboration maturity 8.8/10, Enterprise BI replacement strength 6.8/10, and Enterprise BI companion strength 8.7/10.

Direct guarded SQL supports MySQL/MariaDB, PostgreSQL, SQL Server, Redshift, Snowflake, and BigQuery. Managed source sync supports private CSV, Google Sheets, Stripe, HubSpot, and GA4. Every answer retains guard, source, freshness, row-sample, and metric evidence.

Enterprise Scale

v2.0 adds OIDC, SAML, organization-scoped SCIM, database-backed device sessions, legal holds, retention policies, queue health, connector-sync monitoring, delivery history, deterministic benchmark records, encrypted backup records, and non-destructive restore-drill validation. These features establish operational proof without claiming that a marketplace deployment replaces a dedicated enterprise data platform.

InsightPilot buyer gateway dashboard after demo installation — **Buyer gateway:** the first screen gives evaluators a direct path into setup health, readiness, analytics, documents, and governance proof.

Marketplace Readiness screen with the proof path and buyer demo controls — **Marketplace Readiness:** the buyer gateway shows setup health, the proof path, reset/reseed actions, and links to the strongest demo screens.

Premium dashboard presentation view with global filters and proof bundle action — **Premium BI companion view:** dashboards show global filters, proof coverage, governance links, and export-ready evidence actions.

Ask Data Evidence-First Answer panel with Trust Score and certified metric version — **Evidence-first answers:** Ask Data highlights SQL guard status, source coverage, Trust Score, and the certified metric version used.

AI Governance overview dashboard with risk and evidence status cards — **Governance proof:** analytics, documents, approvals, and AI evidence connect into one reviewable operating layer.

Why Not Just ChatGPT?

ChatGPT can explain a pasted spreadsheet or query result. InsightPilot governs the work around the answer: approved database connections, schema and column controls, SQL validation, row evidence, document citations, certified metric versions, review decisions, governance links, proof exports, and private-by-default team visibility.

Buyer Personas

Buyer	Why InsightPilot Fits
Agency	Launch a client analytics portal with safe database access, demo packs, branded proof exports, and buyer-ready documentation.
SaaS founder	Expose MRR, ARR, churn, expansion, and customer-success answers without raw SQL access.
Finance ops	Use certified metrics for revenue, refunds, margin, receivables, anomalies, and executive briefs.
Compliance-heavy business	Connect document citations, approval trails, AI Governance evidence, and exportable proof.

Quick Start

Read the Plain-English Guide if you are new to Laravel, SQL, OpenAI, or server setup.
Read Requirements.
Upload the project and point the domain to /public.
Open /install and complete the installer.
Use php artisan insightpilot:demo-install if you are preparing a locked live preview.
Configure OpenAI model and API key from Settings.
Create a data connection and refresh schema discovery.
Open Launch Checklist and run readiness before buyer handoff.

Main Modules

Module	Purpose	Status
Ask Data	Natural language to SQL, safety check, execution, charts, explanations.	Stable
Document Intelligence	Document rules, links, citations, obligations, clause comparison.	Stable
Dashboards and Briefs	Saved queries, widgets, executive summaries, PDF exports.	Stable
Governance Lab	Semantic metrics, data contracts, schema drift, reproducibility.	Advanced
AI Governance	AI use cases, reviewer inbox, risk classification, approvals, vendor questionnaires, control library, evidence packs, public notices, governance reports, monitoring, API, and webhooks.	Advanced

Verification Commands

php artisan migrate --force
php artisan test
php artisan route:list --except-vendor
php artisan view:cache
composer audit --no-ansi