How to build a Custom API Chatbot

This agent acts as a conversational interface for portfolio analytics, enabling users to simply type their questions about portfolio performance. The workflow starts with a user input node where the question is collected. The OpenAI LLM node then interprets the question, constructs the appropriate Airtable filter formula, and leverages custom API tools to query the specified Airtable base and table for relevant records. The results are processed and summarized, and the final output is displayed in a user-friendly format. This approach eliminates the need for users to understand Airtable’s query syntax or data structure, making portfolio analytics accessible to everyone.