Reports are great until you have a question the report wasn’t designed to answer. “Which advisors grew their Hyatt business this year?” “Where am I leaving commission on the table by supplier?” AI Studio is Toggle’s answer: ask in plain English, get a real answer grounded in your own agency data.
Five focus modes
AI Studio runs in five focus modes — performance, commissions, quality, clients, and open-ended exploration — so the model knows what kind of question you’re asking and where to look. Save any answer to a collection to revisit later, or to share with your team.
Private by design
AI Studio runs on enterprise-tier models with zero data retention and zero training on agency data. Every query is processed without storing the underlying records or using them to train any future model. Your agency’s data stays your agency’s data — full stop.
It’s the same data, just asked differently
AI Studio reads from exactly the same source as your dashboards and statements — your Trams, ClientBase, or TRES records as Toggle understands them. So an answer from AI Studio always reconciles with what you’d find by hand. It’s not a separate dataset; it’s a faster way to ask.
