Meza AI - Customer Success, Supercharged with AI

Overview

Connect your Snowflake data cloud to Meza AI to sync customer data from your cloud data platform. Snowflake's scalable architecture makes it ideal for large-scale customer analytics.

Prerequisites

Snowflake account with appropriate permissions
Account identifier (found in your Snowflake URL)
Warehouse with compute resources allocated
Database and schema access

Finding Your Account Identifier

Your account identifier is in your Snowflake URL:

https://xy12345.us-east-1.snowflakecomputing.com

The account identifier is xy12345.us-east-1 (account locator + region).

Connection Steps

Navigate to Databases

Go to Configuration → Databases in the left sidebar.

Select Snowflake

Click Add Connection and select Snowflake.

Enter Account Details

Enter your account identifier, warehouse, database, and schema.

Authenticate

Enter username and password, or configure key-pair authentication.

Test & Save

Click Test Connection then Save.

Connection Parameters

Parameter	Description	Example
Account Identifier	Your Snowflake account ID with region	xy12345.us-east-1
Warehouse	Compute warehouse name	COMPUTE_WH
Database	Database name	ANALYTICS
Schema	Schema name	PUBLIC
Username	Snowflake username	meza_service
Password	Account password	********
Role	Snowflake role (optional)	ANALYST

✅ Tip

Use a dedicated service account and role with read-only access for Meza AI integration.

Creating a Service Account

Run these commands in Snowflake to create a dedicated user:

-- Create a role for Meza AI
CREATE ROLE MEZA_READONLY;

-- Grant warehouse usage
GRANT USAGE ON WAREHOUSE COMPUTE_WH TO ROLE MEZA_READONLY;

-- Grant database and schema access
GRANT USAGE ON DATABASE ANALYTICS TO ROLE MEZA_READONLY;
GRANT USAGE ON SCHEMA ANALYTICS.PUBLIC TO ROLE MEZA_READONLY;

-- Grant SELECT on all tables
GRANT SELECT ON ALL TABLES IN SCHEMA ANALYTICS.PUBLIC TO ROLE MEZA_READONLY;
GRANT SELECT ON FUTURE TABLES IN SCHEMA ANALYTICS.PUBLIC TO ROLE MEZA_READONLY;

-- Create the user
CREATE USER meza_service
  PASSWORD = 'your_secure_password'
  DEFAULT_ROLE = MEZA_READONLY
  DEFAULT_WAREHOUSE = COMPUTE_WH;

-- Assign the role
GRANT ROLE MEZA_READONLY TO USER meza_service;

Network Policy (Optional)

For additional security, create a network policy to restrict access:

-- Create network policy for Meza AI
CREATE NETWORK POLICY meza_policy
  ALLOWED_IP_LIST = ('34.102.136.180', '35.247.10.205');

-- Apply to user
ALTER USER meza_service SET NETWORK_POLICY = meza_policy;

Troubleshooting

Invalid Account Identifier

Include the region in the account identifier (e.g., xy12345.us-east-1)
Check for typos in the account locator
Verify the account exists and is active

Warehouse Suspended

The warehouse auto-resumes when queries are run
Ensure the user has USAGE privilege on the warehouse
Check warehouse suspend/resume settings

What's Next?

🏢

Accounts Model

Configure your data model

🧱

Databricks

Alternative data platform

❄️ Snowflake Connection