Chatlayer Documentation
Get in touchAbout Chatlayer
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  • start quickly
    • Leadzy tutorial
      • 0. Introduction
      • 1. New bot, new block
      • 2. Understand your users
      • 3. Collect and display user input
      • 4. Steer the conversation with Conditions
      • 5. Empower your bot with Actions
      • 6. Set up a channel and publish your bot
    • Templates
      • Banking
      • E-Commerce Returns
      • E-Bike Shop
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      • GPT
      • 🆕Gym
      • Job applications
      • Knowledge base AI template
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      • Restaurant
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  • navigation
    • Analytics
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      • User flow
      • Intents
      • 🆕Funnels [Beta]
    • Bot builder
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        • Canvas functionalities
        • Collaborate with team members
        • Manage your flows
        • 🆕[Beta] Export and import flows
      • Bot dialogs view
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    • NLP
      • Dashboard
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      • Entities
      • Train
      • NLP settings
      • Improve
    • Knowledge base AI
      • Add content to your KBAI
      • Build your KBAI flow
      • Use your KBAI source URL in a button
      • Use tags to limit your KBAI content
      • 🆕Use Tables to store your KBAI questions
      • 🆕Manage handover where KBAI is unsatisfactory
    • History
      • Conversations
      • Execution logs
      • Versions
    • Channels
    • Tables
      • Create a table with records
      • Column types
      • Operate on your records
        • Insert record
        • Update record
        • Retrieve record
        • Delete record
      • API
    • Settings
      • Bot settings
      • Offloading
      • Variables
      • Voice
      • Import/Export
  • build your bot
    • Conversation design
      • Plan your bot
      • Conversation design workflow
    • Flow logic
      • Blocks
        • Message
        • Condition
        • Collect input
        • Action
      • Go-to connections
    • 🆕Emulator
    • Tips & best practices
      • Route your flow depending on the time
      • Improve the Not understood block
        • How to create better not understood messages
        • Not understood counter
        • Not understood Google search
      • Go to previous block
      • Recognizing a returning user
      • Skip introduction message
      • Route your flow depending on the channel
      • Reuse flows
      • Connect two bots to each other
  • understand users
    • Natural language processing (NLP)
      • Basic NLP concepts
      • Detect information with entities
        • Match entities
        • Contextual entities
        • System entities
        • Composite entities
      • NLP best practices
        • Word order and diversity of expressions
      • AI intent booster
      • Train your NLP
      • Context
      • NLP import & export
      • Sentiment analysis
    • Languages
      • Supported languages
      • Make your bot multilingual
      • Change language within the conversation
  • set up channels
    • Add a channel to your bot
    • All channels
      • 🚨Facebook Messenger [Deprecated soon]
        • Facebook Admin Removal
        • Facebook Webview Whitelisting
        • Facebook Messenger API updates for Europe
      • 🚨Google Assistant [Deprecated soon]
      • Webhook
      • Web
        • 🚨Web V1 [Deprecated]
          • Customize web widget
          • Live example web widget
        • 🆕Web V2
          • 🆕From Web V1 to V2
          • 🆕Web V2 methods and options
    • Sinch Conversation API
      • Configure your Sinch Conversation API
      • 🆕 Make the most of RCS with Carousels
      • WhatsApp Business API
  • integrate & code
    • API calls
      • Configure your API integration
      • Advanced API features
      • V1 API Reference
      • Custom integrations 101
    • Code editor
      • [Example] Sending data to Airtable (POST)
      • [Example] Retrieving data from Airtable (GET)
      • [Example] Making SOAP requests
    • App integrations
      • Airtable
      • Freshdesk
      • Freshdesk Messaging
      • 🆕Gmail
      • Intercom
      • Mailgun
      • OpenAI: GPT-3, ChatGPT and GPT-4
      • Salesforce
      • 🆕Slack
      • Topdesk
      • Zendesk Support
      • Zendesk Sunshine (beta)
    • 🆕Expression syntax
    • Human handover & live chat
      • Sinch Contact Pro
      • #Interact
      • Genesys Cloud
      • Offloading Webhook
      • Salesforce Service Cloud
      • Sparkcentral by Hootsuite
      • Zendesk Chat
    • Chatlayer messages specifications
  • Publish
    • Publish your bot
      • Publish a flow
  • Analyze & maintain
    • Analytics definitions
    • Data retention
    • Maintenance
    • Session
    • Track events for analytics
  • VOICE
    • 🆕Send bot response as audio
    • Voicebots
      • Create a voicebot
      • Voicebot-specific actions
      • Test your voicebot
      • From chat to voice
  • access & support
    • Identity & Access
      • Single Sign-On (SAML SSO)
    • Billing & subscription
    • Get in touch
    • Chatlayer glossary
    • SaaS Regions & IP Ranges
    • Status
    • Debug your bot
      • No correct response
      • Collect input not working
      • Video isn't working
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On this page
  • Create a table
  • Delete a table
  • Create a new record
  • Add a new record manually
  • Edit record
  • Import a record

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  1. navigation
  2. Tables

Create a table with records

Learn how to create your table and add records to it.

PreviousTablesNextColumn types

Last updated 8 months ago

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Changes to the tables, such as adding or deleting a table, will be applied to both the live and draft environments. However, any data added to the tables will only be reflected in the environment where the data was originally added.

If you wish to populate data from one environment to another, the best approach is to export the data from the source environment and then import it into the target environment.

Please note that Tables cannot be exported at yet.

Let's imagine a scenario where a bot is helping users book their favorite yoga or Zumba class. You want to use table to check available class and then help customers to book their favourite class. Follow these steps to get started using Table.

Create a table

To add a table to your Tables:

  1. Navigate to the Tables section in the main menu.

  1. Click the + button at the top of the screen.

  2. Give the table a descriptive name and provide a brief explanation of its purpose. In this example, our table serves to store info about the dates, names and times of a yoga/zumba class booking system.

    • className

    • classDay

    • classTime

    • classTeacher

    • isBooked

  1. Click Create.

Learn more about the columns types in the dedicated article 👇

You've successfully created a table! For now, it's still empty.

Delete a table

  1. Click the three dots button

  1. Select Delete

  2. Confirm Delete

Let's now add records to the Table.

Create a new record

A record is a line of data on your table.

To populate your table with data, you can either:

Add a new record manually

  1. From your table, click on Insert record at the top-right corner of your screen.

  2. Fill the value for each column.

  1. Click Add.

You can now see your record inside the table!

Edit record

  1. Click the three dots button on the left side of the table

  2. Select Edit

  3. Edit records

  1. Click Save

Import a record

  1. From your table, click on the arrow next to the Insert record button.

  2. Select Import data.

  1. Drag and drop a CSV file.

  2. If your data is incompatible, you will get a red alert next to Preview data to be imported. Click on this section.

  1. The details unfold so that you can review the issues that need to be solved. In this example, the problem is that we have some columns headers incompatibilities.

  1. After figuring out all the issues, go to Configure import data to solve those. In this example, as it mentioned that some columns are not present in the table, deselect the columns that shouldn't be imported.

The columns selected in green will be imported, whereas the white ones won't be imported.

  1. Once you have resolved the issues, the Data incompatible tag will disappear, indicating that the data is now ready for import.

  2. Click Import as the last step.

Your table is now filled with the data that was in your .csv file!


Define your table columns. Specify the name of each column and select the appropriate . For this example, we'll only have text columns for:

.

that already lives somewhere else.

For importing more than 100 records, using an API is recommended over manual data import. Find the documentation .

Looking for a quick and easy bot template to play with Tables? The is a representative use case.

type of variable for your column
Column types
here
Gym bot
Insert record manually
Import data
bot export
Tables on the side bar menu
Create a Table and give it columns.
Created empty Table.
Select delete
Modal confirmation before deleting a table
Insert a record to your table manually.
Table filled with one record.
Edit records
Import data button
Check that your data is valid before importing records to your table.
Review data before it's imported to your table.
Deselecting columns to be imported
Table filled with a CSV importation.