AI Agent to fetch data from custom table and return couple results based on the query
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
3 weeks 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.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
3 weeks 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
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
3 weeks ago
Yes, as stated above, you can create an AI agent tool to do this.
I would just argue that it's a poor use case for Agentic AI as what you're seeking is maybe not fully deterministic, but pretty close to it. You will do just fine with conventional tools like scripting or AI search. For Agentic AI to be truly powerful, you want to leverage its ability to think/plan/reason.