Metabase integration
The simplest way to ask questions and learn from data. Use Metabase from Zoft voice agents, chat agents, workflows and AI employees.
- Account details
- 5 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Metabase
Get question - AndGet Dashboard Questions
Zoft + Metabase
What Zoft can do with Metabase.
- 01Voice agentsA phone agent can use Metabase actions such as Get question and Get Dashboard Questions during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Metabase while it talks to the customer.
- 03WorkflowsUse Metabase as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Metabase actions on its own, and ask for your approval before it sends or changes anything important.
Actions 5
Things Zoft can do in Metabase.
- Get questionFetch the results of a Metabase question
- Embed questionEnable embedding for a Metabase question and configure parameters
- Custom API CallMake a custom API call to a specific endpoint
- Get Dashboard QuestionsExecute all questions across all tabs in a Metabase dashboard and return their consolidated results in a single response
- Get Question PNG PreviewGet PNG preview rendering (low resolution) of a Metabase card/question.
Setup
Connect Metabase in three steps.
- 01ConnectChoose Metabase in Connections and enter the account details Metabase asks for, such as a store name or token.
- 02Put it to workAdd Metabase as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Metabase on Zoft, answered.
What can Zoft do with Metabase?
Zoft supports 5 actions for Metabase. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Metabase to Zoft?
Choose Metabase in Connections and enter the account details Metabase asks for, such as a store name or token.
Can a voice agent or chat agent use Metabase?
Yes. Once Metabase is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Metabase without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.