Data Agent Creation

This section explains the step-by -step process to create a Data Agent.

Prerequisites: Users must have appropriate access to all required data connectors and the Data Agent module.

Creating a Data Agent is the first step toward enabling intelligent, real-time interaction with your data on the BDB Platform. This process involves configuring the agent to understand your data sources, define the scope of analysis, and tailor responses to specific business needs. With an intuitive setup flow and flexible customization options, the Data Agent empowers users to build powerful GenAI-driven tools that extract meaningful insights with ease and precision.

You may follow the given steps to create a Data Agent:

1

Access the Data Agent Module

  • Use the navigation menu panel given on the left side of the platform homepage to access the Data Agent option.

  • Click on the Data Agent option to be redirected to the Data Agent module.

Note: The Data Agent module can also be accessed from the Apps menu.

  • Navigate to the platform homepage.

  • Open the Apps menu by clicking the icon.

  • The Data Agent module will be visible in the menu that gets displayed below.

2

Initiate Agent Creation

  • Clicking the Data Agent option from the navigation menu will redirect you to the Data Agent interface.

  • Click on the New option from the top right side of the page to begin the setup process for a new data agent.

3

Define Agent Details

  • Clicking the New option will open the Data Agent page, asking for the following details to create a new data agent.

    • Provide a name for the Data Agent.

    • Provide a Role for the data agent.

    • Provide a description.

    • Select a data connector.

      • You can select one option from the Document Store or Data.

        • The Document Store serves as the persistent repository for managing, indexing, and retrieving unstructured or semi-structured information assets using a key-value or similar model, ensuring efficient access to entire documents rather than fragmented data points.

        • Selecting the Data option allows you to choose from available data connectors, which then display the specific information relevant to the chosen connector.

    • The available tables will be displayed based on the selected data connector.

      • Use the checkboxes to select the desired tables.

        • You can either select all tables at once using the checkbox next to the Table header or individually select specific tables by checking the corresponding boxes.

    • Use the instruction section to carefully specify the domain-specific terms, definitions, define action & schemas, data restrictions, and other key data analysis aspects to train your data agent.

  • Once you are done providing the Data instruction, click the Analyse option.

    • E.g., the following image displays the agent details page for a data agent created for loans.

    • A notification message will appear to ensure the user that the model calibration is being processed for the data agent. You may receive, "Calibrating the model" message for the same on the screen.

Please note:

  • The Instructions section works as a knowledge base for an agent, and it is the key to the appropriate application and getting an accurate result. We can build the knowledge base by uploading a file with defined logic or by directly uploading the logic inside the Instructions box. The user can instruct the agent in normal English and build the required knowledge base for their business tasks.

    • When uploading a file containing logic, it is recommended to define and finalize all logic beforehand to ensure a smooth and error-free upload process.

4

KPI Selection, Sample Questions Insertion & Data Restriction

After clicking the Analyse option, the following screen will appear, displaying KPI suggestions, along with options for generating sample questions and inserting the Data Restriction Rules.

KPI Selection

  • Access the KPI Suggestions section on the Data Agent page.

  • Use the corresponding checkboxes to select the KPIs from the displayed list.

Sample Question

  • Access the Sample Questions section on the Data Agent page.

  • Insert a question or prompt in the given space.

  • Use the Add icon to save the inserted question/ prompt and insert a new space below for the sample question.

  • Repeat the above-mentioned process till all the sample questions are covered for the current data agent.

Note: Sample Questions can be fed beforehand while creating your functions to streamline your agenting flow of analysis.

Data Restriction

You may insert data restriction rules using this section.

  • Access the Data Restrictions section on the Data Agent page.

  • Select a table from the Table drop-down menu, select a column from the Column drop-down menu, and select the user filter value from the User Filter drop-down menu.

  • Click the Save option after all the selection is completed.

  • You will be redirected to the Data Agent list page and notified about the action completion by a message.

  • The newly created data agent will be added to this list.

Note: Use the Edit icon for a data agent from the Data Agent list page to modify the data agent information.

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