Integrated Chat Bot to Pull Data from Tables

đź’¬ App Building
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Hello @Isaac_Giordano Welcome to the Retool Community,

You may find this Retool forum thread helpful: Building Chat Bot That Uses Context from Imported Tables

In my experience, the best approach is to set up a custom AI agent in Retool. You can either use Retool’s Custom AI Agent feature or connect an external provider like the OpenAI API. The key is to define tools that your agent can call to access live data from your app.

Here’s a streamlined setup for using the Retool AI Agent:

  1. Create Queries
    Build Retool queries that return the real-time data you want your agent to access.

  2. Add the AI Agent Component
    Place the AI Agent component on its own dedicated page in your app.

  3. Define Tools for the Agent
    Within the agent settings, define tools that link to your Retool queries. These tools allow the agent to call specific queries and use their responses to answer user questions in real time.

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