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Setting Up AI Agents

Create specialized AI agents that understand your business context and can query your data intelligently.

🤖 What Are AI Agents?

AI Agents are specialized assistants configured to:

🎯 Pre-configured Agent Types

Datix xAgents comes with templates for common use cases:

📊 General Data Analyst

Best for ad-hoc analysis and exploration

📈 Sales Performance Analyst

Track sales metrics, revenue, and pipeline

🎯 Marketing Campaign Analyst

Campaign performance and attribution

💰 Financial Data Analyst

Financial reporting and budget analysis

⚙️ Operations Analyst

Process efficiency and metrics

📱 Product Analytics Specialist

User behavior and feature adoption

📝 Creating an Agent

Step 1: Navigate to Agents

  1. Click "Agents" in the sidebar
  2. Click "+ New Agent" button

Step 2: Basic Information

Agent Name: Sales Performance Agent

Description: Analyzes sales data, tracks revenue, 
and provides insights on customer acquisition 
and deal pipeline.

Agent Type: Sales Performance Analyst

Step 3: Select Data Source

Choose which database this agent can query. An agent can only query ONE data source.

Step 4: Configure System Prompt

The system prompt gives the agent business context:

Example for Sales Agent:

You are a sales performance analyst. When analyzing data:

1. Focus on key metrics: revenue, deal size, win rate, pipeline value
2. Always include time comparisons (MoM, YoY)
3. Break down by: region, product, sales rep, customer segment
4. Look for trends and anomalies
5. Suggest actionable insights

Business context:
- Our fiscal year starts in January
- We have 3 product lines: Enterprise, Professional, Starter
- Sales regions: North America, EMEA, APAC
- Average sales cycle: 45 days

Step 5: Table Selection

Choose which tables this agent can access:

Step 6: Column Permissions

Set column-level access control:

Example - customers table
  • ✅ customer_id
  • ✅ customer_name
  • ✅ company
  • ✅ industry
  • ❌ ssn (hidden)
  • ❌ credit_card (hidden)

Step 7: Status & Save

Click "Create Agent" to save.

👥 Assigning Agents to Users

Admins can control who can use which agents:

Assign to Specific Users

  1. Go to Users page
  2. Click on a user
  3. Click "Manage Agent Assignments"
  4. Select agents this user can access
  5. Save
Benefits
  • Control data access by user
  • Different agents for different teams
  • Maintain security boundaries

⚙️ Agent Configuration Best Practices

✅ Specific System Prompts

Include business context, metrics, and definitions

✅ Limit Table Access

Only grant access to relevant tables

✅ Hide Sensitive Columns

Use column permissions to hide PII and sensitive data

✅ Descriptive Names

Use clear, descriptive agent names

🔄 Managing Agents

Edit Agent

  1. Go to Agents
  2. Click on an agent
  3. Click "Edit"
  4. Update settings
  5. Save

Deactivate Agent

Temporarily disable without deleting:

  1. Edit the agent
  2. Set Status to Inactive
  3. Save

Clone Agent

Create a copy for different teams:

  1. Click agent
  2. Click "Clone"
  3. Modify name and settings
  4. Save

🔐 Security Considerations

Principle of Least Privilege

Only grant necessary access:

  • Minimum required tables
  • Minimum required columns
  • Role-appropriate permissions

🚀 Next Steps

Next: Natural Language Queries →