Link AI Assistants & Group Permissions

This article explains how to link databases to AI Assistants and how to control database access scope through group permissions

After creating a database and configuring the data tables, you need to link the database to an AI Assistant so the AI Assistant can use the Text to SQL feature to query data.

Link AI Assistants

Steps

1. Go to the database settings page and switch to the "Link AI Assistants" tab

2. The left side of the page shows available AI Assistants, and the right side shows linked AI Assistants

3. Select the AI Assistants you want to link from the left side and click the arrow button to move them to the right side

4. Click "Save" when finished

You can use the search field to quickly find a specific AI Assistant. When there are many AI Assistants, the list is displayed with pagination.

Make sure the AI Assistant's response mode is switched to Agent Mode, otherwise the Text to SQL feature cannot be used.

For details on response modes, see: Create AI Assistant

Multi-Database Query

An AI Assistant can be linked to multiple databases. When a user asks a question, the AI Assistant automatically determines which database to query based on the question content:

User: "What were the sales last month?"
→ AI Assistant automatically queries the "Sales Database"

User: "How many employees are currently in the Marketing department?"
→ AI Assistant automatically queries the "HR Database"

To help the AI Assistant accurately distinguish between different databases, give each database a name that clearly describes its purpose, and provide detailed descriptions and field descriptions.

Group Permission Management

Group permissions let you control database access scope for different teams in your organization, ensuring each team can only see databases relevant to them.

Configure Group Permissions

1. Go to the database settings page and switch to the "Group Permissions" tab

2. Use the transfer component to move the groups you want to authorize from the left side to the right side

3. Click "Save" when finished

Group permissions and "Link AI Assistants" are independent settings. Even if a database is linked to a specific AI Assistant, if the user's group does not have access to that database, the user still cannot query it.

Permission Levels

Database access is determined by the following conditions together:

Can a user query the database through an AI Assistant?

✅ Database is enabled
  └── ✅ Database is linked to the AI Assistant
       └── ✅ User's group has access to the database
            └── ✅ Query allowed

• Database owner (creator) can access all databases they created, not restricted by group permissions

• Non-owners need group permissions to access databases