Analyst Agent Example

The Analyst Agent is a sales data analysis agent that demonstrates how to use Code Interpreter and File Search tools to analyze uploaded CSV files and provide insights on sales performance, customer trends, and product analysis.

Agent Definition (analyst.yaml)

The basic agent definition shows a simple configuration:

name: Sales Analyst Agent
description: |-
  This agent helps users analyze sales data by leveraging the Code Interpreter tool
  for data analysis and a File Search tool to access uploaded sales documents.
  The agent provides insights on sales performance, customer trends, and product analysis.

metadata:
  tags:
    - example
    - analyst
  authors:
    - sethjuarez
    - jietong

model: gpt-4o

tools:
  code_interpreter_tool:
    kind: code_interpreter
    description: An API to extract intent from a given message.
    fileIds:
      - sales_data_csv

  file_search_tool:
    kind: file_search
    description: An API to search files that have been uploaded to the agent.
    connection: file_search_connection
    ranker: default
    scoreThreshold: 0.5
    maxResults: 5
    maxContentLength: 2000
    vectorStoreIds:
      - sales_data_vector_store

instructions: |-
  You are an expert sales analyst.
  Use the uploaded sales data to answer questions about orders, customers, regions, and product performance.
  Always explain your reasoning and cite relevant files or calculations.

Agent Template (analyst_manifest.yaml)

The template version provides a more flexible, reusable configuration:

Key Components

Model Configuration:

• Uses gpt-4o as the AI model
• Defined as a resource for deployment flexibility

Tools:

• Code Interpreter Tool: Enables Python code execution for data analysis
  • fileIds: {{fileIds}} - Parameterized file references
• File Search Tool: Searches through uploaded documents
  • connection: {{file_search_connection}} - Parameterized connection
  • vectorStoreIds: {{vectorStoreIds}} - Parameterized vector stores
  • Configured with search parameters (score threshold, max results, content length)

Template Parameters:

parameters:
  file_search_connection:
    kind: string
    required: true
  vectorStoreIds:
    kind: array
    items:
      kind: string
    required: true
  fileIds:
    kind: array
    items:
      kind: string
    required: true

Resources:

resources:
  gpt-4o-deployment:
    kind: model
    id: gpt-4o
  file_search_tool:
    kind: tool
    id: file_search

How It Works

1. Data Upload: Users upload CSV files containing sales data
2. File Indexing: Files are indexed in vector stores for search capabilities
3. Analysis: The agent uses Code Interpreter to run Python code for data analysis
4. Search: File Search tool retrieves relevant information from uploaded documents
5. Insights: Agent provides detailed analysis with explanations and citations

Use Cases

• Sales performance analysis
• Customer trend identification
• Product analysis and recommendations
• Data-driven business insights
• Report generation from raw sales data

Template Benefits

The manifest template approach allows for:

• Reusability: Deploy the same agent with different data sources
• Flexibility: Parameterize connections and file references
• Deployment: Easy configuration for different environments
• Maintenance: Update agent logic without changing deployment configs

---

← Back to Guides