How to set target table for AI agent

[MiftahF]

Hi Community, 

I'm building an agintic ai for my custom table. How can we set the target table for the AI ​​agent that we are going to create?

Thanks!

[GlideFather]

ahoy @MiftahF,

could you possibly share some context? show us what you have to review it and give you better answer

[Tanushree Maiti]

Hi @MiftahF 

• Navigate to All > AI Agent Studio > Overview and click New.
• Under Instruct AI Agent, define the Role and clear, step-by-step Instructions.
• Explicitly tell the agent which custom table to target (Set your table name) and what conditions to look for
• Under Add Tools and Information, click Add Tool. Add a Record Operation (e.g., Look up records) and specify your custom table in the table
• If you are using Flow , there also you need to set target table

Refer : this use case was my first POC. Go through this use case's screen shot, idea will be clear to you.

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