How to Create and Configure a Table
AI Tables let you organize and manage structured data inside your Frontline workspace.
They can be used to store any kind of information — from leads and customers to products, tickets, or internal processes — and are the foundation of how agents and workflows operate in the platform.
Creating a new table
To create a new table:
Go to Platform → Tables.
Click Create table in the top-right corner.
Enter a name for your table, such as Leads, Tickets, or Properties.
Once created, double-click the table to open it and start adding fields.
📸 Screenshot of the Tables page showing the “Create table” button and existing tables list
Adding fields
Fields define the type of information stored in your table.
Each field has a name and a field type, depending on the data you want to capture.
📸 Screenshot of the Add Field panel with field name and type selection
You can choose from several field types:
Text – for general information such as names or descriptions.
Number – for numeric values like prices or IDs.
Boolean – true/false options for quick toggles.
Date / Date & Time – for scheduling or timestamps.
Select – dropdowns with predefined options such as status or priority.
Relation – connects one table to another (for example, a “Customer” linked to their “Orders”).
Phone, URL, Email – for structured contact information.
You can edit or delete fields at any time.
Changes will automatically update across the table and any workflows or agents that use it.
Organizing and editing data
Once your fields are set up, you can start adding records (rows) manually or through AI, workflows, or integrations.
📸 Screenshot showing records added to a table and editable cells
Each record corresponds to a single item (for example, a lead, a customer, or a ticket).
You can click any cell to edit its value or use filters to view specific data sets.
Using relations between tables
Relations allow you to connect different tables to create complex data models.
For example:
Link a Customer table to an Orders table.
Connect a Ticket table to a User table.
Relate a Property to a Real Estate Agent.
📸 Screenshot showing a Relation field linking two tables together
When a relation is set up, you can view or navigate to the related record directly from within the table — just click the linked value.
Best practices
Use clear, descriptive field names to keep data consistent.
Add Select fields for values like status, type, or priority to make filtering easier.
Use Relation fields whenever two pieces of information are connected (for example, leads and their assigned agent).
Keep your structure simple — it’s better to have a few well-defined tables than many disorganized ones.
What’s next
Once your table structure is ready, you can:
📸 Screenshot showing multiple connected tables inside the workspace (Leads, Orders, Customers)
Tip:
You can edit, duplicate, or delete a table at any time from the Tables view.
All changes are synced automatically across your workspace, so your AI agents and workflows will always work with the latest structure.