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title: 'Quickstart #4: Structured Data Analysis (SDA)'
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# Background & Objectives

This guide will walk you through how to build Agent Studio plugins that **return large volumes of data** to the AI Assistant.

In this quickstart guide, you will

* Build a plugin that fetches 500 accounts from a mock CRM
* Set up the plugin to work alongside our [Code Interpreter plugin](/docs/code-interpreter)

At the end, your AI Assistant will be able to handle requests like this

![](https://files.readme.io/5805b698892baee037d7f8a2f87c8b830d7f0fe6a21a0d73be61900012b31b1c-image.png)

# Prerequisites

* Access to Agent Studio
* Access to [Structured Data Analysis](https://community.moveworks.com/ideas/structured-data-analysis-2130).
* No system APIs needed!

# Define your plugin

1. Go to **Agent Studio**. In the **Plugins** tab, select **Create**
2. Define your plugin.

   > 📘 SDA Tip!
   >
   > It's important to be descriptive about the data that an SDA plugin returns.

   | Attribute          | Value                                                                                                                                                                                                                                                       |
   | :----------------- | :---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | Plugin Title       | Fetch Accounts                                                                                                                                                                                                                                              |
   | Plugin Description | Returns all Accounts with ID, name, industry, territory, created/modified, last contact & renewal, ARR & MRR, employee count, opportunities (total/open/won/lost), avg deal size, churn rate, NPS, tickets, offices, market share %, growth rate & funding. |

# Create a trigger

1. In the Plugin Editor, add a **Conversational Trigger** and fill it out

   ![](https://files.readme.io/a8a55337e336f410bd3ef93a36ba3ab5f3d47bb3490f218659235dad5e361a06-CleanShot_2025-06-11_at_19.31.442x.png)

   <br />

# Build your process

## Connect to the mock CRM

We need an HTTP action that will fetch the large volume of data from the external system.

1. Click **⊕** in the tab bar and create a new HTTP Action
2. Select the **Import** option (next to the **Test** button)
3. Import the following API call
   ```shell
   curl --location 'https://marketplace.moveworks.com/api/purple-suite/crm/accounts?count=500'
   ```
4. Hit **Test**
5. Name your HTTP Action. It should look something like this.

   ![](https://files.readme.io/adc9138c37e9a71385cc63b6d2f573a97df0825ac2462258c6414099c4ae478c-image.png)

   <br />
6. Save your HTTP action

## Attach a Conversational Process

Now let's connect the HTTP action to your plugin & prepare it for analysis

1. In the Plugin Editor, add a **Conversational Process** & create a new one.
2. In the **Conversational Process Editor** add an action-based activity.
3. Choose the HTTP Action you just built.
4. In the activity configuration, under **Output Mapper**, we will rename the fields to make them more friendly for SDA.
   > 📘 SDA Tip!
   >
   > It's important to name fields succinctly & clearly to maximize the performance of SDA against various queries.
   ```yaml
   MAP():
     items: response.accounts
     converter:
       AccountID: item.Id
       AccountName: item.Name
       AnnualRecurringRevenue: item.ARR__c
       AverageDealSize: item.AverageDealSize__c
       ChurnRate: item.ChurnRate__c
       ClosedLostOpportunities: item.ClosedLostOpportunities__c
       ClosedWonOpportunities: item.ClosedWonOpportunities__c
       DateCreated: item.CreatedDate
       DateLastModified: item.LastModifiedDate
       Employees: item.NumberOfEmployees
       FundingAmount: item.FundingAmount__c
       GrowthRate: item.GrowthRate__c
       Industry: item.Industry
       LastContactDate: item.LastContactDate__c
       MarketShare: item.MarketSharePct__c
       MonthlyRecurringRevenue: item.MRR__c
       NetPromoterScore: item.NPS_Score__c
       NextRenewalDate: item.NextRenewalDate__c
       OfficeCount: item.OfficesCount__c
       OpenOpportunities: item.OpenOpportunities__c
       SupportTickets: item.SupportTickets__c
       Territory: item.Territory__c
       TotalOpportunities: item.TotalOpportunities__c
   ```

# Launch it

Under **Audience Settings** you can launch it to yourself for testing.

![](https://files.readme.io/b124cd8f6b8146464280b0a1b5ad572b5aece4c10edee322b90f21a80c0b9b5c-CleanShot_2025-06-11_at_19.52.472x.png)

# Test it!

Try it out! You should see something like the following.

![](https://files.readme.io/5805b698892baee037d7f8a2f87c8b830d7f0fe6a21a0d73be61900012b31b1c-image.png)

> 🚧 Not seeing the right results?
>
> Verify that SDA is running by checking for the **Running analysis** progress update
>
> ![](https://files.readme.io/7328853acf8c2e37533418602fd66bf46d7be6863cab841358e9be8b4f8dfc58-image.png)

Here are some other questions you could try:

* What's the total ARR of customers in the Tech industry?
* Which industry is performing best in Europe?
* Which accounts have the most support tickets are are up for renewal soon?

# Next Steps

Start building your own plugins for Structured Data Analysis!

* [Learn more about Code Interpreter!](/docs/code-interpreter)
* [FAQs & Best Practices for Structured Data Analysis](/docs/response-sizes)