Connect with Database

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Overview

The Connect with Database feature lets your bot connect directly to external databases, so it can use structured data in real time. This enriches the bot’s knowledge base and enables dynamic, accurate answers.

Supported databases: PostgreSQL and MySQL.

Figure 1. Connect with database panel

Steps to Use

1. Access the Database Tab

• Go to Training Data → Connect with Database.

2. Add a New Database Connection

1. Click Add Database.

2. Fill in the form:

   • DB Name: Friendly name for the connection.

   • Type: PostgreSQL or MySQL.

   • Host: Server hostname or IP.

   • Port: Database port.

   • Username / Password: Login credentials.

   • Require SSL: Toggle if SSL is needed.

3. Click Create to connect.

3. Manage Connections

• After setup, the database appears in the list with name, partial connection string, and last update.

• Use ✏️ Edit to update details, or 🗑️ Delete to remove.

4. View & Edit Tables and Columns

• Click the database name to open tables and columns.

• Select a table → view its columns.

• Click ℹ️ Info beside a table/column to add descriptions.

  • Add descriptions to explain the purpose/meaning.

  • Leave blank if you don’t want the bot to use that data.

5. Sync with the Bot

• After updating descriptions, click Sync to bot’s knowledge.

• This pushes schema and metadata into the bot’s knowledge base.

• Sync again after any schema or description change.

Figure 2. Database management panel

Notes

• Use snake_case (lowercase letters with underscores) for column names (avoid uppercase or special characters).

• Write clear, meaningful descriptions for better accuracy.

• Only structured data with descriptions will be used — blank ones are ignored.

• Keep credentials secure and update if server settings change.

• Always re-sync after schema changes to refresh knowledge.

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Quick Tips

• Start with the most relevant tables (e.g., orders, customers).

• Add short but descriptive notes for columns (e.g., order_date = “Date when order was created”).

• Test queries with the bot after syncing to confirm data mapping.

Troubleshooting

• Connection fails → Check host, port, and credentials.

• SSL error → Ensure SSL is enabled in both DB and CX Genie.

• Bot not retrieving data → Confirm table/column descriptions were added and synced.

• Schema updated but not reflected → Run Sync to bot’s knowledge again.