How to use Ask AI for Custom Data?

Ask AI on the landing screen opens Instance Agent with your bot context. Describe your goal — the agent helps design field structure (columns_json) for a new table or suggests process connection steps.

When you need this

  • You are unsure which fields a directory or request table needs.
  • You want a draft structure faster than From scratch.
  • You need process block hints for an existing table (Process usage tab).

Key terms

  • Ask AI — option on New model; hint: describe the model to Instance Agent for structure help.
  • The agent may ask clarifying questions before suggesting fields.
  • You must review and save in the Custom Data model editor — the agent does not replace Review changes before save.
  • On Process usage — separate Ask AI buttons to connect the table to a process.
  • The old AI Magic drawer is removed from the UI — use Ask AI via Instance Agent instead.
  • Requires the new Custom Data UI (how to enable).

Before you start

  • Menu → Custom Data.
  • Instance Agent is available on your instance.
  • You can describe the task clearly.

Step-by-step

New table

  1. Open /templates or click Create table.
  2. Choose Ask AI.
  3. In the agent chat, describe:
    • Table purpose (directory, requests, CSAT).
    • Data to store (fields, types, uniqueness).
    • Links to other tables if needed.
  4. Answer the agent’s follow-ups.
  5. Apply the suggested structure in the editor — check Fields, Model metadata.
  6. Click Save and confirm changes if prompted.

Existing table + process

  1. Open the table → Edit → Process usage tab.
  2. Click Ask AI in the Ask AI block.
  3. Describe what the process should do (write, read, update).
  4. Follow agent recommendations in the process builder.

What happens next

A draft structure or integration plan is ready for your review. After save, the table works like any Custom Data model.

How to verify

  • Editor fields match your task.
  • Field types are semantically correct (email, date, association).
  • The process saves/reads data in a test dialog.