PostgreSQL Database

Connect PostgreSQL so your agent can read or update data in your database.

Common use cases

• Look up order or account details.
• Verify eligibility or plan status.
• Update records when a customer confirms changes.

If you prefer read-only access, create a database user with read-only permissions before connecting.

Set up the connector

1. Open Connectors and click New.
2. Choose PostgreSQL.
3. Enter the connection details (host, port, database, username, password).
4. Add SSL details if your database requires them.
5. Test and save.

Your technical team can provide the right credentials and connection details.

Use in a Flow

Add a Connector node, select the PostgreSQL connector, and supply the query inputs. The results can be used by later steps in the Flow.

For example, you can fetch an order record, then use the result to craft a customer response or decide whether to escalate.

Tips

• Keep queries scoped to the minimum data needed.
• Start with read-only queries until you are confident in the workflow.
• Use clear variable names so later steps are easy to read.