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Documentation Index

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A database knowledge base connects your agent directly to structured data stored in a relational database. This allows the agent to retrieve rows, records, and facts in real time based on user queries.

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Set Up

To set up your database, navigate to the Knowledge Base tab and click Add New. Select Database from the Category dropdown menu and fill in the sections marked as required. In addition to a name and description, you’ll need to provide the following information: 
  • Database Server URL
  • Database Name
  • Database Username
  • Database Password
  • Database Port
  • Database Engine (PostgreSQL, MySQL, SQL Server, SQLite, Oracle)
After entering your database information, click Test DB Connection to confirm that the connection is valid before deployment. Once connected successfully, the agent will query the database when relevant to a user’s request. Responses will reflect the most current state of your data in real time.

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Best Practices

  • Databases are ideal for frequently updated, structured data like inventory, schedules, or customer records.
  • Ensure table and field names are clear and well-documented so queries return meaningful results.