Can a chatbot be limited from revealing data outside a defined filter (e.g., only active opportunities)?
Yes, a chatbot can be limited by filter. When you set up the agent on a specific table, you can apply a filter — like showing only active opportunities — that restricts exactly which records the chatbot can see and use in its responses.
Why does restricting a chatbot's data access matter?
An agent connected directly to a table, with no filter, could end up exposing information that should stay restricted — like lost deals, sensitive data, or archived records. Limiting the chatbot's scope makes sure it only answers based on what should actually be available to whoever is talking to it.
This also prevents confusing responses, like counts that don't match what the user sees in the table, because the agent is considering records outside the expected context.
How to apply the filter on the chatbot
- Open the settings for the chatbot-type agent connected to a table.
- Go to the filter option for the table used as its base.
- Set the criteria — for example, excluding records marked as "won" or "lost."
- Save — the chatbot now only considers records that match the defined filter.
| Setting | Effect |
|---|---|
| No filter | Chatbot considers every record in the table |
| With filter | Chatbot answers based only on the filtered records |
Why choose Jestor
- Granular data access control per agent, without relying on complex permissions.
- Agents can be connected to internal tables as well as external documentation.
- Simple filter setup, done in the same chatbot creation panel.
FAQ
Does the chatbot's filter affect normal access to the table by users?
No, the filter only applies to what the agent can see; the table remains accessible normally through the interface.
Can I have multiple chatbots with different filters for the same table?
Yes, each agent can have its own filter, even when pointing to the same source table.
Does the chatbot warn when a question falls outside the defined filter?
It simply doesn't consider data outside the filter, answering only based on what's available. See more at jestor.com.
Reference video
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