Connecting data sources: Powering your AI agents with information
For Cobbai’s AI agents to deliver accurate and relevant responses, they need access to key business and customer data. This page outlines the supported data sources and provides simple setup instructions to ensure seamless integration.
Supported data sources overview
Cobbai supports a wide range of data sources to help AI agents fetch and deliver relevant responses during interactions. These sources include:
Knowledge bases
Internal and external repositories containing FAQs, product information, and troubleshooting guides.
CRM systems
Customer profiles, purchase histories, and support cases from platforms like Salesforce and HubSpot.
Ticketing systems
Context from support tickets to provide personalized responses and faster resolutions.
ERP and back-office systems
Information related to orders, billing, and inventory management.
Custom databases
Proprietary data sources that store organization-specific information.
By connecting these data sources, Cobbai ensures that every interaction is backed by accurate and up-to-date information.
Knowledge bases
Internal and external repositories containing FAQs, product information, and troubleshooting guides.
CRM systems
Customer profiles, purchase histories, and support cases from platforms like Salesforce and HubSpot.
Ticketing systems
Context from support tickets to provide personalized responses and faster resolutions.
ERP and back-office systems
Information related to orders, billing, and inventory management.
Custom databases
Proprietary data sources that store organization-specific information.
By connecting these data sources, Cobbai ensures that every interaction is backed by accurate and up-to-date information.
Instructions for setting up support data
Identify necessary data sources
Determine which internal systems and external databases are essential for your AI agents to access based on your customer service workflows.
Access Cobbai settings
Navigate to the Data Sources section within Cobbai to begin configuring your integrations.
Authenticate and connect
For each selected data source, provide the necessary credentials or API access tokens to establish a secure connection.
Configure access permissions
Set role-based permissions to ensure AI agents have appropriate access while maintaining data security and compliance.
Test and validate connections
Verify the accuracy and reliability of data retrieval through test scenarios before going live.
Monitor data sync performance
Use the built-in monitoring tools within Cobbai to ensure data syncs correctly and remains up to date during operations.
Determine which internal systems and external databases are essential for your AI agents to access based on your customer service workflows.
Access Cobbai settings
Navigate to the Data Sources section within Cobbai to begin configuring your integrations.
Authenticate and connect
For each selected data source, provide the necessary credentials or API access tokens to establish a secure connection.
Configure access permissions
Set role-based permissions to ensure AI agents have appropriate access while maintaining data security and compliance.
Test and validate connections
Verify the accuracy and reliability of data retrieval through test scenarios before going live.
Monitor data sync performance
Use the built-in monitoring tools within Cobbai to ensure data syncs correctly and remains up to date during operations.