Smart Tables

Smart Tables are spreadsheet-style data stores that your AI agents can query and update. Unlike Knowledge (which stores documents for retrieval), Smart Tables hold structured rows and columns—perfect for leads, contacts, inventory, CRM data, and any tabular data your agents need to work with.

How Smart Tables Differ from Knowledge

Feature	Knowledge	Smart Tables
Data type	Documents (PDF, Word, text, URLs)	Structured rows and columns
Use case	RAG retrieval, reference content	CRUD operations, live data
Agent access	Search and retrieve chunks	List, create, read, update, delete
Best for	Policies, docs, manuals	Leads, contacts, inventory

Use Knowledge when your agent needs to reference documents. Use Smart Tables when your agent needs to manage structured data—adding leads, updating records, or querying rows.

Plan Limits

Plan	Tables	Rows per table
Free	1	Unlimited
Starter	10	Unlimited
Pro	Unlimited	Unlimited

All plans support unlimited rows per table. The limit is on the number of tables you can create.

Creating a Table

From scratch

1. Go to Tables in the sidebar (or Agents → your agent → Tables tab)
2. Click New Table
3. Enter a name and optional description
4. Add columns with names and types (Text, Number, Email, URL, Date, Checkbox, Select)
5. Click Create

By import

1. Go to Tables and click Import
2. Upload a CSV, XLSX, or XLS file
3. Columns are detected from the first row
4. Adjust the table name if needed and confirm

Imported tables count toward your plan limit the same as created tables.

Managing Tables

Columns

• Add columns: Open a table → Add column → choose name and type. Use the + buttons on a column header to add before or after that column.
• Reorder columns: Drag the grip handle (⋮⋮) on a column header to reorder.
• Rename columns: Click the column header to edit
• Delete columns: Use the column menu (data in that column is removed)

Rows

• Add rows: Click Add row or let your agent add rows via the Smart Table Manager tool
• Edit cells: Click a cell to edit inline
• Search: Use the search bar to find rows by content
• Pagination: Tables with many rows are paginated (100 rows per page)

Supported column types

Type	Use for
Text	Names, notes, descriptions
Number	Quantities, IDs, scores
Email	Email addresses
URL	Links, website URLs
Date	Dates (stored as YYYY-MM-DD)
Checkbox	Yes/no, boolean flags
Select	Single-choice from options

Using Smart Tables with Agents

Agents access Smart Tables through the Smart Table Manager built-in tool. Enable it in your agent's Tools configuration.

What agents can do

• List tables – See all tables in the workspace
• Get table structure – Inspect columns and schema
• Create tables – Create new tables (subject to plan limits)
• Add columns – Add columns at the end or in a specific position (e.g. "add Last Name after First Name")
• Add/update/delete rows – Full CRUD on table data
• Find rows – Query by column values
• Search rows – Fuzzy search across row content

Example prompts

• "Add a Last Name column to the right of First Name in my Contacts table"
• "Add John Smith, john@example.com to my Leads table"
• "Find all rows in Contacts where Status is Active"
• "Get me all leads that do not have a contact name" (uses is_empty filter on Contact Name)
• "List the contacts without emails" (uses is_empty filter on Email)
• "Update the Notes column for the lead with email sarah@company.com"
• "How many rows are in my Inventory table?"

For "without X" or "missing X" queries (e.g. leads without contact name, contacts without email), agents use the Find Rows tool with an is_empty filter on the relevant column. For large result sets, agents paginate and inform you when more rows are available.

Tables Page vs Agent Builder

• Tables page (/tables): Manage all workspace tables. Create, import, edit, and delete tables. Use this for bulk management.
• Agent builder Tables tab: Manage tables in the context of a specific agent. Same create/edit capabilities, scoped to the agent you're configuring.

Both views share the same tables—they're workspace-level. Enabling the Smart Table Manager tool gives an agent access to all tables in its workspace.

Best Practices

Table design

• Descriptive names: Use clear table names (e.g., "Leads", "Contact List", "Product Inventory")
• Consistent column types: Choose the right type for each column to improve agent accuracy
• Key columns: Include unique identifiers (email, ID) when you need agents to find specific rows

Agent prompts

• Reference table names: Tell your agent which table to use: "Add this to my Leads table"
• Specify columns: When updating, name the column: "Set the Status to Qualified for john@example.com"

Performance

• Tables support unlimited rows with efficient indexing
• Use search and filters to narrow results instead of loading entire tables
• For very large tables (10k+ rows), consider splitting by category or time period

Troubleshooting

Agent can't find my table

• Ensure the Smart Table Manager tool is enabled for the agent
• Verify the table is in the same workspace as the agent
• Check the table name—agents use exact names (e.g., "Leads" not "leads")

"Table limit reached" error

• Free: 1 table; Starter: 10 tables; Pro: unlimited
• Delete unused tables or upgrade your plan

Import failed

• Ensure the file has a header row with column names
• Supported formats: CSV, XLSX, XLS
• Check that the file isn't corrupted or password-protected

Related Guides

• What is Knowledge – Document-based retrieval for agents
• Adding Integrations – Enable tools for your agents
• Configuring your Agent – Agent setup and testing