How Agents Use Query Templates

Once a query template is approved, agents can start using it to answer questions and perform analysis tasks.

Templates act like shortcuts—agents don’t need to write new SQL. They just find the right template, provide parameter values, and execute it safely.

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When Do Agents Use Templates?

Agents search for query templates every time they receive a new analysis task.

Instead of generating raw SQL, they:

1. Look up relevant templates tied to the connected data tables

2. Match templates to the user’s intent and input

3. Fill in parameter values (e.g. date ranges, filters)

4. Run the query using the approved template

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Template Access Rules

Agents can only see templates that:

• Are approved

• Reference tables that are available to that agent

If an agent is connected to sales_data and a template uses that table, it can use the template. Otherwise, the template is hidden.

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Parameter System

Many templates use parameters to make them flexible.

• Types: TEXT, NUMBER, BOOLEAN, DATE, DATETIME

• Default values can be defined by the creator

• When agents use the template, they must provide valid values

• Parameters are validated before execution

This system ensures agents can customize queries safely without modifying SQL.

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Execution & Audit

Every time a template is used:

• The execution is tracked

• You can see which agent used which template and when

This ensures transparency, accountability, and a clear understanding of how your data is being queried.