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Attach tables to an agent so it can answer questions from them with SQL. By default the agent can only read them; turn on Allow edits to let it change rows.

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Attach a table

1

Open the agent's Knowledge tab

Open the agent and go to the Knowledge tab.
2

Add a table

Under Tables, click Add table, search for the table and pick it. Only your own tables can be attached, not platform tables.
3

Configure it

Fill in the settings below and click Add table.

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Settings

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How the agent uses tables

  • The agent only sees the tables you attached and turned on. A query that touches any other table is rejected.
  • When a query touches several tables, the strictest Max rows and Query timeout among them apply.
  • With Allow edits on, UPDATE and DELETE must include a WHERE clause. DDL and TRUNCATE are never allowed.
With Allow edits on, the agent changes rows directly, so turn it on only for tables the agent needs to update.
Good table context tells the agent what a row is, what the key columns mean, and when to use the table. For example:
One row per customer order. status is one of open, shipped or cancelled. customer_email matches customers.email. Use this table for questions about order history or delivery status.