Questions about Cohesion Insight, answered
What we connect to, how we handle your data, what you get in the beta, what happens after, and more. If you don’t see your question here, ask us.
Product basics
What is a decision layer for small business?Q. 001
A decision layer sits above your tools, reads across all of them, and tells you what to do. Cohesion Insight is not another dashboard. It is the layer that pulls your marketing tools, your customer data, and your books together and hands you the next steps.
What industries does Cohesion Insight serve?Q. 002
Cohesion Insight serves growing businesses. We are currently in beta with home services and real estate operators. We connect marketing, conversion, and finance, so if your business runs tools that feed all three we can probably configure for it. Request your industry at cohesioninsight.ai/contact.
What does Cohesion Insight actually do?Q. 003
Cohesion Insight reads across your marketing, conversion, and financial data to show which marketing is producing customers, which spending is not paying back, and what each decision could mean for your cash position.
Related: How it thinks →·Product Tour →
How is Cohesion Insight different from a marketing dashboard?Q. 004
A marketing dashboard shows channel and campaign performance. Cohesion Insight reads those results alongside customer, revenue, and financial data to help you decide what to do next.
How is this different from a dashboard tool like Looker or Tableau?Q. 005
Looker and Tableau are general-purpose BI tools. You point them at your sources, you build the views, you make sense of what you’re looking at. They give you the raw material to decide.
Cohesion Insight does one job: it figures out whether your marketing spend is working and what to do next. It comes pre-connected to the tools that answer that question. Ad platforms, CRM, booking systems, site analytics, accounting. It reads across all of it and gives you the interpretation.
If you already have Looker or Tableau running, keep them. We’re not a replacement, we’re a different function. And in most setups Cohesion Insight can connect to your BI tool as one of the sources it reads from, alongside everything else in the stack.
Related: Comparison page →
Does Cohesion Insight make changes automatically?Q. 006
Cohesion Insight recommends what to do and shows you the reasoning behind it. You review the recommendation and decide what happens next.
What happens after the beta? Q. 007
Founding members move to the paid service with a founding member discount price for as long as they stay a customer. They also get exclusive access to new features.
Does Cohesion Insight replace my marketing dashboard, CRM, or accounting tool? Q. 008
No. Cohesion Insight reads from them and gives you the cross-functional answer. Your existing tools keep doing their jobs.
How does Cohesion Insight connect marketing spend to runway?Q. 009
Most dashboards and tools stop at ROAS, CAC, or attributed revenue. Cohesion Insight reads your marketing, CRM, analytics, and accounting data together. This means a spending decision is evaluated against customers, revenue, cash on hand, and expected financial impact, not ROAS or attributed revenue alone.
Can Cohesion Insight take the action for me? Q. 010
Cohesion Insight returns the marketing call and the reasoning. If you use an AI agent for execution, we can hand the approved decision to it. Cohesion Insight itself is read-only.
Is Cohesion Insight an AI agent?Q. 011
No, Cohesion Insight is not an AI agent. AI agents act inside one tool or workflow. Cohesion Insight sits above your tools and reads across them to produce a cross-functional recommendation. It can also connect with agents that carry out actions you approve.
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