Try ChatGPT Agent Mode to Build Data Connections for You

Enabling seamless data connections in CData Connect AI can be tricky — configuring source systems, entering endpoints, credentials, testing connections — adding overhead and delays. Luckily, ChatGPT’s new agent mode simplifies this by allowing you to pass credentials securely to a virtual AI agent that can set up your connection for you, under your guidance. The result: faster onboarding and less friction for getting your data wherever you like. If you’re struggling to get set up in Connect AI, try having ChatGPT do it for you.

The challenge: Data connection setup friction

Some users report hurdles when configuring data sources manually:

• Identifying the correct driver or connector

• Entering endpoint URLs, ports, credentials in the right sequence

• Running connection tests to ensure proper authentication

• Navigating the Connect AI interface for first-time setup

These issues slow down adoption and frustrate new users.

How to streamline connection setup with ChatGPT Agent Mode

1.  Enable agent mode in ChatGPT

Log in to ChatGPT and go to Settings → Beta features → toggle on Agent mode. Start a new prompt and enable Agent Mode under Tools.

2.  Initiate your assistant session

Start a new ChatGPT conversation and tell it what you'd like to accomplish, directing ChatGPT to the correct URL.

“Log into Connect AI at https://cloud.cdata.com/ and help me set up my connection to Sage Intacct. Here are my login credentials.”

3.  Agent-guided connection setup

You supervise as the agent:

• Prompts you to take control and log into CData Connect AI.

• The agent walks you through selecting the correct connector.

• It fills in necessary fields like host, port, database name, and other credentials, asking for more information when needed.

• You confirm when ready for ChatGPT to Save & Test.

• The agent confirms the connection status and displays it in your Connect AI dashboard.

Ensure you’re comfortable sharing and review OpenAI’s data policy where your credentials remain private and are not retained beyond the session.

What you can do next with ChatGPT agent mode and Connect AI

Once your connection is live, you can direct ChatGPT to do all sorts of things in Connect AI:

Explore and preview data through the data explorer

Run sample queries or browse tables directly in Connect AI using ChatGPT to guide the exploration.

Plug into BI and analytics platforms

Use your newly connected source to access data in tools like Power BI, Tableau, Looker, or Excel — with the data connection managed behind the scenes via Connect AI.

Build dashboards and reports

Ask the agent to help you fetch key metrics, then integrate those datasets into campaigns, internal dashboards, or shareable reports, jumping into integrated platforms like Power BI to help you build reports and dashboards.

Automate usage and coding

ChatGPT can generate example SQL or REST API queries against your connected data in Connect AI’s Data Explorer, enabling faster prototyping in your tools or scripts and saving dataset views you use often.

Start connecting data in minutes today with AI agents

If you're stuck in the initial setup of Connect AI or don’t have time to learn a new tool, ChatGPT agent mode lets you breeze through connection configuration with minimal friction. Share credentials securely, step through guided prompts, and emerge with a working connection faster than you would manually.

ChatGPT’s agent mode offers a seamless way to onboard data sources into Connect AI—minimizing setup friction and accelerating insight generation. With secure credential handling, interactive assistance, and full supervision, it's a powerful combination for enterprise users supporting analytics, reporting, and automation workflows.

Ready to get your data connections up? Use ChatGPT agent mode, connect with Connect AI, and go from credentials to dashboards in minutes.