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AI Agent to fetch data from custom table and return couple results based on the query

Alp Utku
Mega Sage

2 hours ago

Hi everyone,

 

I am looking to create AI Agent(s) to query couple custom tables and return some results to user based on the query. For example, user wants to see couple level of approvals / approver(s) defined for specific division, region for example. Would It be possible create this type of agent? I want users to interact with AI via VA.

 

Thanks for your help in advance.

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JK9903
Kilo Guru

43m ago

Hi @Alp Utku ,

 

AI agent can't take this information automatically, so you can create a tool (script, flow or action) which returns what you need. AI agent will act as a bridge between the user and the tool. It gets the input from the user and utilizes the tool to get details and shows it.

 

Once AI agent configured you can use AI connector in VA to call this AI agent. (make sure to enable the VA in AI agent)

Thanks,

JK

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