Connector Types
Roe AI supports three categories of connectors:| Category | Description | Connectors |
|---|---|---|
| Database | SQL data warehouses for structured data queries | Snowflake |
| Storage | File storage systems for document access | AWS S3, SharePoint |
| API | Third-party services for customer and operational data | Zendesk |
Available Connectors
Snowflake
Connect to Snowflake data warehouse for transaction and customer data queries
AWS S3
Connect to AWS S3 for file storage and document import
SharePoint
Connect to Microsoft SharePoint for enterprise document access
Zendesk
Connect to Zendesk for customer support tickets and communication history
Using Connectors as Context Sources
Connectors can be configured as context sources in agentic workflows, allowing agents to automatically fetch relevant data during investigations.Supported Workflows
The following engines support context sources:- AML Investigation: Query transaction data and customer information
- Fraud Investigation: Access transaction history and support tickets
Context Source Types
| Connector | Use as Context Source | Agent Capabilities |
|---|---|---|
| Snowflake | ✅ Yes | Natural language SQL queries, schema discovery, data filtering |
| Zendesk | ✅ Yes | Ticket search, conversation retrieval, customer lookup |
| S3 | Import only | File import to VolansDB for processing |
| SharePoint | Import only | File import to VolansDB for processing |
Creating a Connection
1
Navigate to Connections
Go to the Connections page in your Roe AI workspace
2
Add New Connection
Click Add Connection and select your connector type
3
Configure Settings
Enter the required configuration and authentication details for your connector
4
Test Connection
Click Test Connection to verify connectivity before saving
5
Save Connection
Click Create to save your connection
Security
All connector credentials are:- Encrypted using AWS Secrets Manager
- Isolated per organization
- Audited for access and usage