💡 Before creating your agent, make sure to complete these steps first:
- Install the application
- Grant table access to your AI Agent
- Set up access to your users
If you want to have data ready to be used, follow this step to create a sample database.
1. Creating the AI Agent
The first thing to do is to choose the AI agent that aligns with your goal:
Once selected, you will be prompted to:
Write down the SQL query the AI agent will be using: Learn more here.
Select the the attributes that will be available as filters for the agent. You may change this or include new attribute after creating the agent.
Including additional columns as metadata
You may include additional columns that can be used by the AI agent to aggregate the insights generated. In the example below, the column called plan is not mandatory, but we included it so o the agent is able to group the insights by the user's subscription plan.
This is a preview of the table we have:
And this is how the plan column may be used as a filter for the insights:
2. Reviewing the Insights of Your AI Agent
Navigate Your Agent Insights
Once the agent has finished processing you can navigate through the data by sorting and searching:
Review the Data Associated with the Insights
To view the unstructured text that was analyzed to generate an insight, simply click on the specific insight.
Additionally, you have the option to download the data from your active filters by clicking on Download CSV.
3. Connecting to Slack (optional)
The final step is to connect your AI agent to a Slack channel. This will enable the AI agent to send new insights directly to the selected Slack channel, keeping you informed in real-time. Note that this step is optional. Learn more here.
After you've successfully created and run an agent, the system will automatically send the insights to the Slack channel you specified during setup.
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