By: Rithish Kumar Reddy Alavalapati V V
Co-authored by: Nikhil Singh, Sonali Nhavale, Biswadeep Dutta, Pooja Kabdal, & Vivek Kanna
Introduction
We’ve all been there-sitting in a meeting when someone asks, “Can you pull the revenue numbers for our top distributors and check their latest contract renewals?” Simple question, except it means querying your sales database, wading through PDF contracts, cross-referencing everything, and hoping nothing critical gets missed. What if you could get that answer in minutes, not hours-combining the speed of AI with the accuracy of a seasoned analyst? Welcome to Cortex Agents.
The Problem You’re Solving
Enterprise data is everywhere and nowhere at once. Structured data sits in Snowflake tables while contracts, emails, and reports live as unstructured documents across systems. Traditional BI forces a trade-off: dashboards that ignore unstructured nuance, or manual effort stitching insights together.
At kipi.ai, we see this daily: teams invest heavily in their data stack, then lose time connecting dots that should connect themselves.
Enter Cortex Agents: The Game Changer
Cortex Agents orchestrate across structured and unstructured sources to deliver contextual answers. They plan tasks, choose the right tools, and generate responses grounded in your business semantics and security.
Think of a Cortex Agent as that hyper-organized colleague who knows where everything lives, separates signal from noise, and delivers an answer you can act on.
The Six-Step Dance
- Plan: Parse the question and map an execution strategy
- Explore: Consider multiple interpretations when ambiguity exists
- Decompose: Split complex requests into manageable tasks
- Route: Use the right tools—Cortex Analyst for structured, Cortex Search for unstructured
- Execute: Run tasks efficiently with governance intact
- Monitor: Evaluate results, iterate, and present findings with sources
It feels human because it mirrors how expert analysts actually work.
Why This Matters Now
The question: “How are our top customers performing this quarter—and any red flags in recent communications?”
Traditional approach (≈2.5 hours): query CRM, pull warehouse revenue, search emails/tickets, correlate manually, build slides.
With Cortex Agents (≈3 minutes): ask in natural language → agent queries structured data (Cortex Analyst) → searches unstructured communications (Cortex Search) → returns an analysis with citations and suggested next steps.
You don’t just get numbers; you get context (for example, rising support tickets ahead of renewal).
Under the Hood
- Multi-tool orchestration: Agents coordinate Cortex Analyst and Cortex Search with LLMs—no custom plumbing required
- Model flexibility: Choose from multiple LLMs; orchestration remains consistent
- Semantic understanding: Your business terms (what “revenue” means, customer hierarchies, KPIs) are encoded so answers align with how you operate
Implementation Reality (A Pragmatic Path)
Weeks 1–2: Foundation
Define semantic models for Cortex Analyst, configure Cortex Search, and set access controls and governance.
Weeks 3–4: First Use Cases
Start with one or two high-value questions, test with real users, and iterate on instructions and tool configurations.
Month 2+: Scale
Expand to complex scenarios, embed in workflows, and enable teams with best practices.
Cost Reality
Costs depend on usage patterns, data volume, and query frequency (embeddings, indexed data served, and warehouse compute for indexing/SQL execution). Cortex Agents are currently in preview; confirm pricing with your Snowflake team. We help model TCO and forecast credit consumption based on your footprint.
The Integration Advantage
Using the Snowflake Cortex Agents API, you can surface governed insights inside tools employees already use—like Microsoft Teams and Microsoft 365 Copilot. When answers are a message away, adoption accelerates and decision cycles shrink.
Advanced Capabilities
Cortex Analyst supports multi-turn conversations, so you can naturally follow up (“What about North America?”) without starting over.
Where Teams Are Starting
- Finance: Planning, variance analysis, forecast Q&A
- Customer Success: Health monitoring, proactive outreach
- Supply Chain: Demand signals, risk flags, supplier insights
- Compliance: Evidence gathering, audit preparation
Getting Started: Practical Next Steps
- Pick the question that takes hours today and spans structured + unstructured data
- Assess data readiness: semantics for structured; suitability for search on unstructured
- Start small: one agent, one use case, measurable ROI
- Plan integration: deliver answers where people already work
The Bottom Line
Cortex Agents are changing how leaders interact with data—moving from static reporting to intelligent, conversational analysis. Early adopters will spend less time hunting for information and more time acting on.
Let’s continue the conversation
If you’re exploring Cortex Agents or want to map a high-value use case, we’d love to talk. Reach out to the kipi.ai team to continue the conversation.
Contact us here.
About kipi.ai
Kipi.ai, a WNS Company, is a global leader in data modernization and democratization focused on the Snowflake platform. Headquartered in Houston, Texas, Kipi.ai enables enterprises to unlock the full value of their data through strategy, implementation and managed services across data engineering, AI-powered analytics and data science.
As a Snowflake Elite Partner, Kipi.ai has one of the world’s largest pools of Snowflake-certified talent—over 600 SnowPro certifications—and a portfolio of 250+ proprietary accelerators, applications and AI-driven solutions. These tools enable secure, scalable and actionable data insights across every level of the enterprise. Serving clients across banking and financial services, insurance, healthcare and life sciences, manufacturing, retail and CPG, and hi-tech and professional services, Kipi.ai combines deep domain excellence with AI innovation and human ingenuity to co-create smarter businesses. As a part of WNS, Kipi.ai brings global scale and execution strength to accelerate Snowflake-powered transformation world-wide.
For more information, visit www.kipi.ai.
