Creating a Custom Inventory Agent

Overview

Prerequisites

• Connected data source (database or POS system with inventory data)
• Access to Agent Builder
• Basic understanding of your inventory structure

Step 1: Prepare Your Data Source

1. Ensure your inventory data is accessible:

• - Product names and SKUs
• - Current stock levels
• - Reorder points/thresholds
• - Supplier information (optional, for auto-reordering)

1. Connect your data source in Data Sources if not already connected

Step 2: Start Agent Builder

1. Navigate to Agent Builder from the main menu
2. Click Create New Agent
3. Select Data Analysis as the agent type
4. Choose your inventory data source

Step 3: Configure Data Mapping

1. In the Schema Analysis step, review your inventory tables/collections
2. Move to Data Mapping step
3. Use the AI Assistant to map inventory-related entities:
4. Review the Entity Relationship graph
5. Click Next when satisfied

• - Type: "Map inventory and product data"
• - The AI will identify relevant tables and relationships

Step 4: Configure Agent Settings

1. Agent Name: Give it a descriptive name (e.g., "Inventory Monitor")
2. Agent Type: Data Analysis
3. Prompt: Configure the agent's behavior:
4. Temperature: 0.3 (for consistent, factual responses)

Step 5: Test Your Agent

1. Click Preview / Test in the agent detail page
2. Try queries like:
3. Verify the responses are accurate

• - "Which products are below reorder point?"
• - "Show me inventory levels for all products"
• - "What items need restocking this week?"

Step 6: Deploy Your Agent

1. Go to Deployments page
2. Select your inventory agent
3. Choose deployment platform:
4. Configure deployment settings
5. Activate the deployment

• - Slack: For team notifications
• - Email: For daily inventory reports
• - WhatsApp: For mobile alerts

Advanced Features

Automated Alerts

• Stock levels drop below threshold
• Items are out of stock
• Reorder points are reached

Integration with Procurement

• Auto-generate purchase orders
• Calculate optimal order quantities
• Track supplier performance

Best Practices

• Set realistic reorder points based on historical data
• Review and update agent prompts regularly
• Monitor agent performance and adjust as needed
• Use multiple agents for different inventory categories if needed

Next Steps

• Create agents for specific product categories
• Set up automated reporting schedules
• Integrate with your procurement workflow