What It Does
- Queries customer data to understand the customer’s account, subscription, and usage
- Looks up transaction history or event logs stored in Snowflake
- Provides data context to help the agent give more informed responses
Connecting Snowflake
- Open Integrations: Go to Settings → Integrations.
- Click Snowflake: Click on the Snowflake integration row to open the configuration modal.
- Enter connection details: Provide your account identifier, warehouse, role, and username.
- Provide your private key: Paste your RSA private key for key-pair authentication.
- Connect: Click Connect to save and activate the integration.
For security, create a dedicated Snowflake user with read-only access to the specific tables the AI agent should be able to query.