Query a Data Source

Query a Data Source to leverage additional information beyond the AI model's default training data.


In order for the AI model to use the information in a Data Source, set up your Automation Workflow such that the AI queries that Data Source before sending responses to the user. There are two ways to query a Data Source.

Query Data Automation Block

Query a Data Source by using a Query Data Automation Block.

  1. Select the Data Source from the drop-down menu and assign a Variable name for the query result.

  2. Set the Max Results. See Query Data Automation Block Settings.

  3. Add your specific query to the Query Template.

See Reference a Data Source for more information.

Retrieval Augmented Generation (RAG)

Query a Data Source before every AI response with Retrieval Augmented Generation RAG.

  1. Select the Terminator Block in your Automation Workflow.

  2. Under Message Processing, select Retrieval Augmented Generation (RAG) from the Strategy drop-down menu.

  3. Select your Data Source from the drop-down menu.

  4. Set the Max Result. See Query Data Automation Block Settings.

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