Adding Tables to AI Assist’s data sources
The instructions below are for desktops and laptops only.
Using tables can improve response accuracy for information that depends on exact values or relationships across multiple fields.
AI Assist can use table data to:
- Filter and compare values
- Work with date and number ranges
- Sort results
- Match exact keywords and partial text
- Retrieve distinct values across columns
Tables work especially well for structured content such as product catalogs, pricing lists, SKUs, inventory records, service data, and internal reference information.
Before you start
- Your data is organized and ready to be added manually or imported from a document.
- If importing a file, prepare your data in CSV or Excel (.xlsx) format. The maximum file size is 50 MB.
Add Tables to Data Sources
2. Click Automation on the left navigation bar.
3. Click Data Sources in the left submenu.
4. Select Tables.
5. Click + Add and choose one of the following options:
- Table — Create a new table using the built-in editor.- Table from Document — Upload a CSV or Excel document (up to 50MB)
Create a Table
1. In the Add Table pop-up, enter:
- Table name- Description
Both fields are required. AI Assist uses the table name and description to help determine when the table should be used when answering questions.
Then, click Create.
2. Your new table will appear on the Tables page. Select the table to open the editor.
3. Click the + icon to add a new column.
4. In the Add Column pop-up:
- Enter the Column Name- Select the Data Type (String, Email, URL, Date, Numbers, or Checkbox)
- Enter the Column Description
- Enable or disable Wrap text
Tip: Add clear and specific column descriptions. AI Assist uses them to determine which fields to search, filter, compare, or summarize. Missing or vague descriptions may cause AI Assist to skip a relevant table or query the wrong column.
Then, click Add.
Repeat this to create additional columns.
5. To add data, click + Add new row and enter the relevant values.
6. Continue adding all required columns and rows.
When you’re done, you can close the table editor. Your changes save automatically.
Add a Table from a Document
Use this option to import existing data from a CSV or Excel file.
1. Select Table from Document.
2. Upload your CSV or Excel file. You can upload one file at a time.
Note: During import, tawk.to automatically detects the most suitable column data type. Review the detected types carefully before confirming.
3. In the Review table pop-up:
- Enter or edit the Table name- Enter the Description
- Review and confirm the following details
- Column Name
- Column Description
- Data Type
Important: You cannot change a column’s data type after the table is created.
If needed, enable Exclude first row in import to ignore the first row of your document.
Then, click Confirm.
4. Your imported table will appear on the Tables page. Once the table’s status changes to Processed, it’s ready for use. You can open the table at any time to review or edit the imported data.
Best practices
- Write clear table descriptions so AI Assist understands when to use the table.
- Add descriptive column descriptions instead of generic labels.
- Organize related information into logical columns and avoid combining multiple data types in one field.
- Use consistent naming conventions across rows and columns.
- Review imported column types before confirming the import.
- Keep tables updated and remove outdated or duplicate information.
- Use tables for structured records such as SKUs, product lists, pricing information, and reference data.
Additional considerations
- Imported files support CSV and Excel (.xlsx) formats only.
- When importing updated data into an existing table, you can choose to replace existing data or append new records.
- Table access is read-only for AI Assist and isolated to your property’s data.
Related guides
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