Keep conversations in the warehouse and let what you learn there change the next chat.
Get more done with Tidio and PostgreSQL integration
Answer from the real record by querying PostgreSQL behind a Tidio conversation.
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Integration availability depends on your Tidio plan.
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Category
Databases
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and PostgreSQL
Answer account questions
A PostgreSQL query gives the agent the subscription or the order as it stands right now.
Expose a view, not the schema
Support reads a view with a handful of columns and no path to the rest.
React to a row change
A failed job or a lapsed renewal can open a conversation the same day.
Skip building a tool first
A read-only Postgres query fed into chat replies covers the routine lookups an internal app would.
Overview
For a lot of products the truth is a row in PostgreSQL: the subscription, the usage, the entitlement, the last failed job. A small service that queries PostgreSQL by customer and posts to the Tidio API gives the agent that row without a second tab or a message to an engineer. Notifications work the other way, so a row reaching a state you care about can open a conversation. Start read-only and add writes on purpose.
Key features
- The row, not a copy A PostgreSQL query answers with the state right now.
- A view sets the boundary Support reads the columns you chose to expose.
- Notifications as triggers A row change can start a conversation.
- Row level security respected Existing policies still decide what the query returns.
PostgreSQL
Databases
Tags
Analytics & Reporting
Contact Sync
How it works
Connect PostgreSQL in minutes
1
Connect PostgreSQL and Tidio
A small service queries PostgreSQL and posts to the Tidio API, or a notification fires a webhook.
2
Query a view
Create a read-only view with the columns support needs, and query it with a parameter.
3
Add writes on purpose
If a conversation must update PostgreSQL, do it through a function that validates.
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Frequently asked questions
Common questions about the PostgreSQL integration
Should a chat tool hold database credentials?
No. Put a service in between: it keeps the credentials inside your network, accepts one parameter, runs a fixed query against a view and returns a few fields. Exposing PostgreSQL to anything outside your network to save an afternoon is not a trade worth making.
How do we keep the lookup cheap?
Read from a replica, index the column you look up on, and cap the rows a single call can return. Support lookups happen whenever a customer opens a conversation, so they should never be able to compete with the application for the primary.
Is the PostgreSQL integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the PostgreSQL integration.