Users & Connectors

Manage embed users, track activity, and share read-only SQL database connectors with your embedded Formula Bot chat widget audience.

Control who can access your embedded chat and give them access to your data sources.

Embed Users

When someone signs up through your embed, they become an "embed user" associated with your account.

Viewing Users

  1. Go to Embeddings in the sidebar
  2. Select an embed
  3. Find the Users section in the right panel

The users table shows:

  • User name and email
  • Messages sent in the last 7, 30, 60, and 90 days
  • Total user count vs. free limit

User Limits

Each plan includes a number of free embed users:

PlanFree UsersAdditional User Cost
Business5$10/month each

The user count displays as: {current} / {limit} free

Users who sign up but never send messages still count toward your limit.

Removing Users

To remove a user from your embed:

  1. Find the user in the Users table
  2. Click the Remove button (trash icon)
  3. Confirm the removal

Removed users will need to sign up again to access the embed.

Shared Connectors

Give your embed users read-only access to query your SQL databases.

How Shared Connectors Work

  1. You connect a database to your Formula Bot account
  2. You "share" that connector with an embed
  3. Embed users can query the database through natural language
  4. Users see the data but never see your connection credentials

Shared connectors give read-only access to your data. Only share connectors with data you want embed users to query.

Supported Connector Types

  • BigQuery
  • Snowflake
  • MySQL
  • PostgreSQL
  • MSSQL

Adding a Connector to an Embed

  1. Select your embed from the list
  2. Expand the Shared Connectors section in Settings
  3. Click Add Connector
  4. Choose from your existing connectors, or create a new one
  5. The connector appears in the shared list

Setting a Default Connector

If you share multiple connectors, you can set one as the default:

  1. Find the connector in the Shared Connectors list
  2. Click the Star icon
  3. The starred connector auto-selects when users start chatting

Only one connector can be the default at a time.

Removing a Shared Connector

  1. Find the connector in the Shared Connectors list
  2. Click the Remove button (X icon)
  3. Embed users can no longer query that data source

Removing a shared connector doesn't delete the connector from your account. It only removes access for embed users.

Security Considerations

Credential Protection

  • Embed users never see database credentials
  • Connection details are handled server-side
  • Users only interact through natural language queries

Data Access

  • Connectors provide read-only access by default
  • Consider creating database views with limited data for embed users
  • Use database-level permissions for additional security

User Authentication

  • Embed users must create an account to use the chat
  • Each user has their own chat history
  • User activity is tracked and visible in your dashboard

Best Practices

For User Management

  • Monitor the Users table regularly for usage patterns
  • Remove inactive users to free up slots
  • Track message counts to identify power users

For Data Sharing

  • Only share connectors with appropriate data
  • Consider creating read-only database users for connector setup
  • Use table/column restrictions when setting up the original connector
  • Test queries as an embed user before launching

Next Steps