Configuring an AURA AI Agent for Talk to Your Data

This article explains how to configure an AURA AI Agent using a Proactive AI Workflow and a Data Hydration Engine. Once the configuration is complete, the agent can be used in Talk to Your Data to retrieve and analyze data from the configured sources.

Prerequisites

Before configuring an AURA AI Agent, ensure that the required data sources are available and that you have the necessary permissions to create AI Orchestration workflows and AI Agents.

Step 1: Create a Data Hydration Engine

The Data Hydration Engine is responsible for defining the data sources that the AURA AI Agent will use to fetch information.

1. From the left navigation panel, navigate to Administration > AI Orchestration > Workflows.
2. Click Add Workflow.
3. Select Data Hydration Engine as the workflow type and create the workflow.

Insert image: Creating a Data Hydration Engine

After the workflow is created:

1. Open the Designer tab.
2. Configure the data sources from which the workflow should retrieve data.
3. Define the required source configuration using YAML.

A sample YAML configuration is shown below.

Insert sample YAML

Once the data sources have been configured successfully, the Data Hydration Engine is ready to be used by a Proactive AI Workflow.

Step 2: Create a Proactive AI Workflow

Next, create the workflow that will orchestrate the data retrieval process.

1. Navigate to Administration > AI Orchestration > Workflows.
2. Click Add Workflow.
3. Select Proactive AI Workflow as the workflow type.
4. Create the workflow.

After the workflow is created:

1. Open the workflow details page.
2. Create a new relationship.
3. Select Uses On-Demand Hydrator as the relationship type.
4. Choose the Data Hydration Engine created in the previous step.

This relationship enables the Proactive AI Workflow to retrieve data using the configured Data Hydration Engine whenever it is executed.

Step 3: Configure an AURA AI Agent

Once the Proactive AI Workflow has been configured, it can be associated with an AURA AI Agent.

1. Navigate to Data Sources > REST API Source.
2. Create a new AI Agent or edit an existing one.
3. Set the Execution Mode to AURA AI Agent.
4. After selecting the execution mode, choose the previously created Proactive AI Workflow from the workflow dropdown.
5. Save the AI Agent.

The AI Agent is now configured to execute the selected Proactive AI Workflow.

Step 4: Use the AURA AI Agent in Talk to Your Data

After the AI Agent has been configured:

1. Navigate to Talk to Your Data.
2. Select the configured AURA AI Agent.
3. Start interacting with your data using natural language queries.

When a request is submitted, the AURA AI Agent invokes the configured Proactive AI Workflow, which in turn uses the associated Data Hydration Engine to fetch data from the configured sources. The retrieved data is then processed and returned to the user for analysis.

Workflow Overview

The overall execution flow is as follows:

Data Hydration Engine → Proactive AI Workflow → AURA AI Agent → Talk to Your Data

• The Data Hydration Engine defines how data is retrieved from external sources.
• The Proactive AI Workflow orchestrates the execution and uses the Data Hydration Engine through the Uses On-Demand Hydrator relationship.
• The AURA AI Agent executes the configured Proactive AI Workflow.
• Talk to Your Data serves as the user interface where the configured AURA AI Agent can be used to analyze the retrieved data.