Creating Tables

Creating a new Table in Zaia Endless is fast and flexible. You can create a Table manually or import one from an XLSX file, then customize its columns, types, and semantic capabilities.

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🪄 Step 1 — Create a New Table

Option A — Create manually

1. Navigate to Builder → Tables.

2. Click Create new table + in the top-right corner.

3. Enter the following details:

   • Name — the Table identifier (e.g. Unanswered Questions, Feedbacks, Contacts).

   • Description (optional) — for internal use, describing the purpose of this Table.

Click Create Table to finish.

Option B — Import from XLSX

1. Navigate to Builder → Tables.

2. Start the import action from the Table list.

3. In the import modal:

   • Enter the Table name.

   • Download the template file if needed.

   • Upload one XLSX file.

4. Confirm the import.

If the file is valid, Zaia Endless creates the Table, redirects you to it, and shows a success message.

⚠️ Review imported columns: After the import, Zaia Endless keeps a warning visible until every imported column has its description and data type reviewed.

Import rules and validations

• Only XLSX files are supported.

• You can upload only one file at a time.

• The attached file shows its name, size, and a remove action before import.

• Use unique column names in the spreadsheet. Duplicate column names prevent the import.

• If the file format is invalid, Zaia Endless shows an error and offers the template download again.

• If the file has row or column count issues, Zaia Endless shows the error directly in the upload area.

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📋 Step 2 — Add or Review Columns

Columns define the structure and behavior of your Table. They determine what type of data each record will hold and how the Agent will interpret it.

➕ To add a column:

1. Open your Table.

2. Click Add Column +.

3. Configure the following fields:

Field	Description
Name	The column name. Each must be unique within the Table.
Description	Clearly describe what the column represents — the Agent uses this to interpret and interact with data correctly.
Type	Choose one of the supported field types (string, boolean, number, or file).
Enable Semantic Search	When enabled, allows the Agent to query this column based on meaning and context, not just exact text matches. Recommended for descriptive or free-text fields.

Click Add Column to save.

🧠 Tip: Write clear and specific descriptions — the Agent reads them to infer intent and understand how to use the data.

If you imported the Table from XLSX, review each imported column before using it in production.

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🔧 Supported Column Types

Zaia Endless currently supports four data types for Table columns:

Type	Description	Example
string	Textual information, such as names, messages, or identifiers.	"John Doe", "user_123", "Asked about campaign creation"
boolean	Logical values representing true or false. Ideal for flags or conditional logic.	true, false
number	Numeric data, such as counters, scores, or ratings.	42, 3.14
file	Uploaded files stored in the Table. Supports PNG and PDF files up to 10 MB.	contract.pdf, receipt.png

⚙️ Best practice: Use string for most descriptive text fields, and enable semantic search for fields where Agents need to interpret meaning — e.g. questions, feedbacks, or messages.

📎 File column limit: File columns accept only PNG and PDF uploads, with a maximum size of 10 MB per file.

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🧱 Step 3 — Add and Edit Rows

Rows represent the actual data stored inside the Table. You can manually add rows or have them created dynamically by Agents or Workflows.

➕ To add a row:

• Click Add row + and fill in each column’s value.

✏️ To edit a row:

• Hover over a record, click the ⋮ (Edit) icon, and modify as needed.

Example — Table Unanswered Questions:

chatId	Name	Question
5edca67d-dd2d-41e4-b7c0-23e4858f05e6	—	“User asked if it’s possible to create proactive campaigns…”

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📤 Export a Table to XLSX

You can export a Table in two places:

• From Builder → Tables.

• From inside the Table itself.

When you export, Zaia Endless processes the file and sends it by email. It does not start an immediate download in the browser.

The interface shows whether the export request succeeded or failed.

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🧩 Step 4 — Update or Delete Tables

You can modify a Table’s metadata at any time:

• Click the ✏️ Edit button to update the name or description.

• Click the ⋮ menu to rearrange or delete a Table.

⚠️ Warning: Deleting a Table permanently removes all its data — this action cannot be undone.