The Data Access feature in Profound AI allows you to provide your AI Agent controlled read-only access to a subset of your system’s Database Tables and Views. The agent will determine on its own how and when to access the data in the tables based on the context of the user’s question. For instance, if you allow access to the Invoice Header and Invoice Detail tables, users can then inquire about account receivables, collected revenue, specific customer invoices, and more. To use Data Access, the large language model you choose must have been trained or fine-tuned for function calling and also be able to generate SQL statements.
Adding Tables
To enable this feature, switch to the Data Access tab and click the plus icon to add a new table. You will be able to search for a table by typing its name or selecting one from the schema tree. If your desired schema or library doesn’t appear in the list, make sure to add it to the pathlist setting in your configuration file, restart the server, and then try the operation again.
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Alternatively, you can drag and drop database tables from the Database tab in the IDE directly to the Data Access tab of your AI Agent.
Selecting Columns
After a table is added to the list, it does not yet become accessible to the AI Agent. The next step is to select the columns you would like to grant access to. In the DB Columns tab, select the columns you want to allow the AI Agent to access.
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