Introduction
When you send a request to our system, we use an LLM to determine what "tool" it needs to run next to answer your question. The tools that we provide it depend on the integrations you've added to your account. Occasionally, simply connecting an integration may not provide the LLM with enough context, and it may require additional information to access your tools properly. For example, if you've connected a database that has a complicated structure, or if you have custom fields in Salesforce, you may need to provide additional information to our LLMs so that they can access your data properly. Our reference guides allow you to provide additional context for a tool or integration when our system decides to access that system.
How it works
Whenever our system needs to answer a question from your users, we take a look at the integrations that you've added to your account, and based on the request, we try to identify a series of actions and tools to use to answer the request. When our system decides to access a tool that you've added reference material to, it will incorporate that reference material into the process that it uses to generate the correct inputs to access data from your tool.
It uses that reference material, in conjunction with anything else it knows about your tool (i.e. a database schema or documents that have been stored in a vector database) to create the inputs that it needs to invoke the tool.
Supported Integrations
Reference guides are currently available for Salesforce and Database integrations. To use them, you can click on the name of your integration on the Integrations page and then click on the "Reference Guide" tab for your integration.