How to create a table?

A table in Custom Data is a field structure where you store directories, requests, or other records for your bot. In v2, creation starts on the landing screen: choose a starter, blank editor, import, or Ask AI.

When you need this

You need a directory of stores, categories, or addresses for a process.
You want a quick start from a typical structure (tasks, products, offices).
You plan to import data from a file or Google Sheets right after creation.

Key terms

Table — the main entity in the module; it appears in the Tables list on the left.
Starters — structural scaffolds with demo data, not finished automation.
From scratch — empty editor without preset fields.
Ask AI — Instance Agent helps design field structure from your description.
From file (Excel/CSV) — best path for directories from an existing file.

Before you start

You are signed in with integrator or administrator permissions.
You opened Menu → Custom Data.
You selected the correct bot (if you have several).

Step-by-step

In the left panel, click Create table — the New table start screen opens.
On New model, choose how to create:
- Starters — a card with a typical structure (e.g. Products and categories, User tasks). Click a starter and follow the step-by-step wizard.
- From scratch — opens the Custom Data model editor with no fields.
- Ask AI — describe your goal; the agent suggests fields and structure.
- From file (Excel/CSV) — opens the Data import wizard with file source preselected.
If you chose From scratch or a starter:
- On Model metadata, set Model name, Description, and optionally Group.
- On Fields, add fields with Add field — pick Type and Label for each.
- Optionally configure Charts, UI settings, and Field display.
Click Save — if schema changes are risky, Review changes before save appears. Confirm after review.
After saving, open the table from Tables or click Open data.

What happens next

The table appears in the Tables list on the left. You can add rows manually, import data, or connect the table to a process.

How to verify

The table is visible in Tables and opens without errors.
Fields appear on the editor Fields tab.
You can add a test row with Add row.

Other options

Create a table during import — choose Create new model from import in the Data import wizard.
Use a starter with several linked tables — after saving, review demo data in each table of the bundle.