Creating Tables

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Step 1 — Create a Table

In the sidebar, go to Tables. The screen displays every table in the workspace.

1. Click + Add table.
2. Enter a Name of up to 50 characters.
3. Optionally, add a Description of up to 250 characters. The agent uses it to understand the table’s purpose.
4. Click Create table.

Use names that make the purpose clear, such as Product catalog, WhatsApp leads, or October schedule.

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Step 2 — Add Columns

With the table open, click + Add column and fill in:

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Available Column Types

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Configure a Select Column

After choosing Select as the type:

1. Enter a label for each option.
2. Choose the color that identifies the option.
3. Use the arrows to set the order.
4. Click Add option to include more values.

A Select column must have at least one option and supports up to 50. Labels must be unique and can contain up to 50 characters. The options can also become the columns of a Kanban view. For example, New, In progress, and Done form a three-stage workflow.

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Step 3 — Add and Edit Records

After defining the columns, populate the table in one of these ways:

• Manual entry: click + Add row and edit cells directly in the grid.
• XLSX import: click Import, upload an .xlsx workbook, map the columns, and review the data before completing the import.
• Agent: connect Datagrid tools so an agent can insert or update records during conversations.

In a Select cell, choose one of the configured options or use Clear to leave it empty. For XLSX imports, use the label of an existing option in the workbook; matching is case-insensitive.

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Step 4 — Update or Delete the Table

You can edit the table name and description, add columns, and adjust Select options at any time. To delete a table:

1. Open the options menu in the table list.
2. Select Delete table.
3. Confirm the deletion.