Virtual Assistants Overview
Natural Language Processing (NLP)
Concepts and Terminology
Help & Learning Resources
Quick Start Guide
Accessing the Platform
Navigating the XO Platform
Building a Virtual Assistant
Using Workspaces
Release Notes
Current Version
Previous Versions
Request a Feature
Conversation Designer
Dialog Tasks
Mock Scenes
Dialog Tasks
Navigate Dialog Tasks
Build Dialog Tasks
Nodes & Connections
Node Types
Intent Node
Dialog Node
Entity Node
Entity Rules
Form Node
Confirmation Node
Message Nodes
Logic Node
Bot Action Node
Service Node
Webhook Node
Script Node
Process Node
Agent Transfer
Node Connections Setup
Context Object
Sub-Intent Scoping
User Prompts
Voice Call Properties
Dialog Task Management
Event Handlers
Supported Entity Types
Supported Company Names
Supported Colors
Knowledge Graph
Knowledge Extraction
Build Knowledge Graph
Create Node Structure
Build the Graph
Add FAQs
Add FAQs from an Existing Source
Run a Task
Traits, Synonyms, and Stop Words
Manage Variable Namespaces
Update Knowledge Graph
Move Question and Answers Between Nodes
Edit and Delete Terms
Edit Questions and Responses
Knowledge Graph Analysis
Knowledge Graph Import and Export
Prepare Data for Import
From a CSV File
From a JSON File
Importing Knowledge Graph
Exporting Knowledge Graph
Auto-Generate Knowledge Graph
Alert Tasks
Small Talk
Digital Skills
Digital Forms
Digital Views
NLP Optimization
ML Engine
Model Validation
FM Engine
KG Engine
Traits Engine
Ranking and Resolver
Training Validations
NLP Configurations
NLP Guidelines
Default Standard Responses
Contextual Memory
Contextual Intents
Interruption Management
Multi-intent Detection
Amending Entities
Default Conversations
Conversation Driven Dialog Builder
Sentinment Management
Tone Analysis
Test & Debug
Talk to Bot
Utterance Testing
Batch Testing
Conversation Testing
Health and Monitoring
Overview Dashboard
Conversations Dashboard
Users Dashboard
Performance Dashboard
Custom Dashboards
Custom Meta Tags
Create Custom Dashboard
NLP Insights
Conversations History
Conversation Flows
Analytics Dashboard Filters
Usage Metrics
Containment Metrics
Smart Bots
Universal Bots
Universal Bot Definition
Universal Bot Creation
Training a Universal Bot
Universal Bot Customizations
Enabling Languages
Manage Assistant
Plan & Usage
Usage Plans
Support Plans
Multilingual Virtual Assistants
Get Started
Supported Components & Features
Manage Languages
Manage Translation Services
Multiingual Virtual Assistant Behavior
Masking PII Details
IVR Settings
General Settings
Assistant Management
Manage Namespace
Data as Service
Data Table
Table Views
App Definitions
Sharing Data Tables or Views
Build a Travel Planning Assistant
Travel Assistant Overview
Create a Travel Virtual Assistant
Design Conversation Skills
Create an ‘Update Booking’ Task
Create a Change Flight Task
Build a Knowledge Graph
Schedule a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Train the Assistant
Use Traits
Use Patterns
Manage Context Switching
Deploy the Assistant
Configure Agent Transfer
Use Bot Functions
Use Content Variables
Use Global Variables
Use Web SDK
Build a Banking Assistant
Design Conversation Skills
Create a Sample Banking Assistant
Create a Transfer Funds Task
Create a Update Balance Task
Create a Knowledge Graph
Set Up a Smart Alert
Design Digital Skills
Configure Digital Forms
Configure Digital Views
Add Data to Data Tables
Update Data in Data Tables
Add Data from Digital Forms
Train the Assistant
Composite Entities
Use Traits
Use Patterns for Intents & Entities
Manage Context Switching
Deploy the Assistant
Configure an Agent Transfer
Use Assistant Functions
Use Content Variables
Use Global Variables
Intent Scoping using Group Node
Analyze the Assistant
Create a Custom Dashboard
Use Custom Meta Tags in Filters
API Reference
API Introduction
API List
API Collection
koreUtil Libraries
SDK Reference
SDK Introduction
SDK Security
SDK Registration
Web Socket Connect and RTM
Using the BotKit SDK
BotKit SDK Tutorial - Blue Prism
Widget SDK Tutorial
Web SDK Tutorial
Introduction to Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Manage Roles
Assistant Management
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Control
Using Single-Sign On
Security Settings
Cloud Connector
  1. Home
  2. Docs
  3. Virtual Assistants
  4. How Tos
  5. Adding Data to Data Tables

Adding Data to Data Tables

In this How-To, we will explore a scenario in a Banking Bot, where the account-related data for a customer is stored in a Data Table. We will see how the required information gathered from the user can be stored.

For details on what Data Tables are and how it is implemented in the Bots platform, refer here.

Problem Statement

Consider a Banking Bot, for a given customer, the following data needs to be stored:

  1. Id;
  2. Name;
  3. Email id;
  4. Address; and
  5. Type


  • Bot building knowledge;
  • A Banking Bot.


Let us consider each of the following scenarios one by one:

  1. Define Data Table with the above requirements;
  2. Dialog Task to:
    1. gather required information; and
    2. invoke a service to update the customer information.

Data Table Configuration

Create a Data Table to hold the following information:

  • CustId – A unique identifier for a customer;
  • CustName – Name of the customer;
  • CustEmail – Email id of the customer;
  • CustType – Type of customer – Regular, Preferred, etc.
  • Address – Customer Address;

Table Creation

  1. Log in to the Bot Builder platform.
  2. Select the Data tab.
  3. Click the New Table button.
  4. In the New Table page enter the following:
    1. Name, say customertable;
    2. Description, say Table containing customer details;
  5. Under the Column section add the following details:
    Column Name Type Required Additional Settings
    CustId number Yes Encrypted & Max Length of 5
    CustName string Yes
    Address string No
    CustType string No Default Value as Preferred
    CustEmail string No

  6. Under the Indexes section add an index for CustId to be unique.
  7. Click Create and your table is ready.
  8. Under the Bot Assignments add the bot which would be using this table, say Banking Bot, and give Read, Write and Delete permissions. Deletepermission is optional since we would not be deleting data.

Dialog Task Configuration

We will be creating a dialog task to gather the required information, and use a Service node to update the data table with the values thus gathered.

Create Dialog Task

  1. From the left navigation menu, select Bot Tasks -> Dialog Tasks.
  2. Click the + against the Dialog Tasks to create a new Task
    • Enter IntentName, say, AddCustomer
    • Create & Proceed to open the dialog builder page.
  3. Retain the Intent Node default settings, and close the Intent Node.
  4. Click the + next to the intent node and add four Entities as follows:
    Entity Name Type User Prompts
    CustName String Enter your name
    CustEmail Email Enter your email id
    CustAddress City Enter your address city
    CustType List of items (enumerated) Select your income range

    CustType can be Basic, Preferred, or Premium based on the income level of the customer. For this purpose, we have used a static list to populate the CustType value as follows:

  5. For generating the CustID, we need to get the last customer id in the table and add one to it. For this, we will first fetch data from the table and then use a Script node to process the id.

Fetch Data

You can use a Service call to fetch data from the table:

  1. Click the + against the last entity node.
  2. Select Service -> New Service Node option.
  3. From the General Settings section configure the following:
    • Name say GetLastCustId
    • Display Name say Get Customer Data
    • Service Type select Data Service
    • Type select Table
  4. Under Request Definition click Add Request to define a request to fetch data from the table.
  5. In the Data Service Request Definition page, enter the following:
      • Choose Table Name as customertable
      • Actions as Get Data
  6. Test and Save the definition and close the service node.
  7. Add a Script node to process the values fetched from the data service to obtain the value for the next customer id using the following script:
    var resultSet = context.GetLastCustId.response.body.queryResult;
    var id = 0;
    if (!resultSet.length) {
    } else {
        for (var i=0; i<resultSet.length; i++) {
            if (id < resultSet[i].CustId) {
                id = resultSet[i].CustId;
    context.lastID = id;
  8. Now we have all the required data to add to the table.

Add Data

We will be using a Service call to add data to the table:

  1. Click the + against the last Entity node added above.
  2. Select Service -> New Service Node option.
  3. From the General Settings section configure the following:
    • Name say AddCustData
    • Display Name say Add Customer Data
    • Service Type select Data Service
    • Type select Table
  4. Under Request Definition click Add Request to define a request to add data to the table.
  5. In the Data Service Request Definition page, enter the following:
    • Choose Table Name as customertable defined earlier
    • Actions as Add Data
    • Assign Values from the entities defined as follows:
      Column Entity context
      CustName {{context.entities.CustName}}
      CustEmail {{context.entities.CustEmail}}
      Address {{context.entities.CustAddress}}
      CustType {{context.entities.CustType}}
      CustId {{context.lastID}}

  6. Add a Message node to display the values added using the following response format:
    'Customer account created for: {{context.GetCustData.response.body.queryResult[0].CustName}}, {{context.GetCustData.response.body.queryResult[0].CustEmail}}, {{context.GetCustData.response.body.queryResult[0].CustAddress}}, {{context.GetCustData.response.body.queryResult[0].CustType}}'
  7. Using Talk to bot option, enter the values when prompted and see the message being displayed.


In this post, we have seen:

  • How to create a Data Table;
  • Add columns to the Table;
  • How to fetch the data from the table using a service node and use it for further processing;
  • How to add data to the table from the Dialog task using a service node;

Next Steps

  • Click here for steps on how to update the data table.
  • Click here for steps on how to add data obtained from the digital forms.