Locusive's mission has always been to make it easier for companies to use their internal data with Generative AI. We're starting with the world of customer success, since there are a lot of tedious and repetitive admin requests that take up a lot of customer success managers' (CSM) time and efforts. One of the most time-consuming and frustrating types of requests they get require them to pull data from their database, frequently something that they either can't or don't want to do.
Today, we're rolling out our new database integration that will make it much easier for CSMs to handle their customers' database-related requests, all without CSMs requiring access to their production databases or even needing to know how to code.
New Database Integration
Our database integration works in conjunction with all of the other data sources and tools you've already connected to your account. You simply provide the connection details, and our system will incorporate your database into our already existing software assistant. If one of your team members sends in a request that can be handled by running a query on your database, our system will use your schema to create the right query and will run it in your system, incorporating the results into its existing process of reasoning about how to answer your question, running tools to gather more data, and combining the results of those tools into a single, comprehensive answer.
How it works
When you first connect your database to our system, Locusive will automatically read your database's schema and record that in our own database (note, we do not read any of your data, rather, we simply get a snapshot of the database tables and columns you have in your system and record them so we can provide that schema as context to an LLM down the line).
When we receive a request from one of your approved users, we'll then use an LLM to determine the best action to take on your connected data sources to answer that request. If the LLM determines that it needs to run a SQL query on your existing database, it will use your securely stored credentials to access your database and run a read-only query against the data in your system. It then takes that data and uses it to answer your user's request, or it combines that data with any other data sources it needs to access in order to respond to your users.
In order to ensure the LLM can properly respond to your users' requests, we refresh our records of your database schema on a daily basis, but you can also refresh your schema yourself manually if you need to get a more immediate answer. You can always see the list of tables that our system knows about by going to the "Database" integration page on your Locusive account.
Supported systems
We currently support PostgreSQL, MySQL, SQL Server, and Oracle, and will be adding additional database systems upon request from our users and customers. If you'd like to use the database integration but don't see your system supported, please send us a quick message to give us a bit more information about your use case and we'll be in touch to see if we can get you set up.
Data privacy and security
In order to ensure your data is always secure, you can whitelist our system's public IP address. Our system will always use that IP address to access your database. In addition, we use symmetric key encryption to store your database credentials in an encrypted format. Every organization created on Locusive receives their own encryption key, which is stored in a secure secrets manager. When you first set up your database credentials, we use your specific secret key to encrypt your credentials and store them in a system that's separate from the secrets manager. When our system determines it needs to run a query on your database, it securely fetches the secret key, uses it to decrypt your database credentials in a one-time operation, and connects to your database using the decrypted connection information.
All data is transmitted securely with TLS and your unencrypted database credentials are never stored anywhere.
Our system also only runs SELECT statements against your database.
We will also be implementing monitors for malicious and banned topics to prevent against prompt injections, rogue queries, or unintended side effects.
Finally, to increase security, we recommend you create a clone of your master database that that is used as a replica of your primary production system and you create a read-only user for Locusive to use to access your system.
You can learn more about the database integration at our Help Center.
Reference Guides
In addition to the new database integration, we're also rolling out a new helper feature that we're calling "Reference Guides."
We use LLMs to determine the best way to interact with your tools, for example, determining the SQL queries to run on your database or the SOQL queries to send to your Salesforce API. If your system is particularly complicated or it has nuances that an LLM may not be able to understand without additional context, Locusive may not be able to retrieve the correct answer without some help. Reference guides allow you to provide additional information about how your system is set up. When Locusive accesses one of your internal data sources where you've provided this additional reference material, we'll incorporate it into our query to the LLM, which will use it to create a more accurate way to access your data source.
Currently, reference guides are supported for the Salesforce and Database integrations, but we plan on expanding their use in the future.
How to get started
The database integration and reference guides are both part of your Locusive account. If you already have an account, you can simply head on over to the Integrations page on your Locusive organization and add a new database. The system will ask you to enter your database credentials, and after a few seconds, if all goes well, you'll be brought to a screen that lists out the tables that we've identified from your system. These are the tables that we'll use when creating queries to answer your users' requests.
If you don't have an account, you can request a demo and get started in just a few minutes.
Happy querying!
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