AI Agent
SignalSmith’s AI Agent is a conversational interface that can perform multi-step CDP operations on your behalf.
Overview
The AI Agent has access to SignalSmith’s full set of tools and can execute complex, multi-step workflows that would normally require navigating multiple UI pages.
Capabilities
The agent can:
- Create and configure resources — Set up sources, models, destinations, syncs
- Build audiences — Create traits, define audience filters, estimate sizes
- Analyze data — Preview model results, check sync health, view audience trends
- Troubleshoot issues — Diagnose failed syncs, check connection status, review error logs
- Explain concepts — Describe how features work, suggest best practices
- Manage workflows — Create and activate journeys, set up event forwarding
How to Use
- Navigate to the Agent page in the sidebar
- Type your request in the chat input
- The agent will plan the required steps and execute them
- Review the agent’s actions and results in real-time
- Continue the conversation to refine or extend the work
Example Conversations
Setting up a data pipeline:
“Connect our Snowflake warehouse, create a model for active customers, and set up a sync to HubSpot”
Building an audience:
“Create a high-value audience of customers who’ve spent over $1000 in the past year and sync it to Google Ads for retargeting”
Troubleshooting:
“Why did our Salesforce sync fail last night? Show me the error details and suggest a fix”
Session Management
- Each conversation is a session with full history
- Sessions persist so you can return to previous conversations
- The agent maintains context across messages within a session
Guardrails
The agent operates under configurable safety boundaries. See Guardrails for details on what the agent can and cannot do without approval.