Chatbot Overview
Conversational Bots
Intents & Entities
Intelligent Bots's Approach Conversational Platform
Bot Concepts and Terminology
Natural Language Processing (NLP)
Bot Types
Bot Tasks
Starting with Platform
How to Access Bot Builder
Working with Bot Builder
Building your first Bot
Getting Started with Building Bots
Using the Dialog Builder Tool
Creating a Simple Bot
Release Notes
Latest Updates
Older Releases
Bot Builder
Creating a Bot
Dialog Task
User Intent Node
Dialog Node
Entity Node
Supported Entity Types
Composite Entities
Supported Time Zones
Supported Colors
Supported Company Names
Form Node
Logic Node
Message Nodes
Confirmation Nodes
Service Node
Custom Authentication
2-way SSL for Service nodes
Script Node
Agent Transfer Node
WebHook Node
Grouping Nodes
Connections & Transitions
Managing Dialogs
User Prompts
Alert Tasks
Alert Tasks
Ignore Words and Field Memory
Digital Forms
Digital Views
Knowledge Graph
Importing and Exporting
Knowledge Extraction
Small Talk
Action & Information Task
Action Tasks
Information Tasks
Establishing Flows
Natural Language
Machine Learning
ML Model
Fundamental Meaning
NLP Settings and Guidelines
Knowledge Graph Training
Ranking and Resolver
NLP Detection
Advanced NLP Configurations
Bot Intelligence
Context Management
Session and Context Variables
Context Object
Dialog Management
Amend Entity
Multi-Intent Detection
Sentiment Management
Tone Analysis
Sentiment Management
Default Conversations
Default Standard Responses
Channel Enablement
Test & Debug
Talk to Bot
Utterance Testing
Batch Testing
Record Conversations
Publishing your Bot
Analyzing your Bot
Custom Dashboard
Conversation Flows
Bot Metrics
Advanced Topics
Bot Authorization
Language Management
Collaborative Development
IVR Integration
Data Table
Universal Bots
Enabling Languages
Smart Bots
Sample Bots
Travel Planning
Flight Search
Event Based Bot Actions
koreUtil Libraries
Bot Settings
Bot Functions
General Settings
PII Settings
Customizing Error Messages
Manage Sessions
Bot Management
Bot Versioning
Using Bot Variables
API Guide
API Overview
API List
API Collection
SDK Overview
SDK Security
SDK App Registration
Web SDK Tutorial
Message Formatting and Templates
Mobile SDK Push Notification
Widget SDK Tutorial
Widget SDK – Message Formatting and Templates
Web Socket Connect & RTM
Using the BotKit SDK
BotKit SDK Tutorial – Agent Transfer
BotKit SDK Tutorial – Flight Search Sample Bot
Using an External NLP Engine
Bot Administration
Bots Admin Console
User Management
Managing Users
Managing Groups
Managing Role
Bots Management
Inviting Users
Bulk Invites
Importing Users
Synchronizing Users from AD
Security & Compliance
Using Single Sign-On
Security Settings
Cloud Connector
How Tos
Creating a Simple Bot
Creating a Banking Bot
Transfer Funds Task
Update Balance Task
Context Switching
Using Traits
Schedule a Smart Alert
Configure Digital Forms
Add Form Data into Data Tables
Configuring Digital Views
Add Data to Data Tables
Update Data in Data Tables
Custom Dashboard
Custom Tags to filter Bot Metrics
Patterns for Intents & Entities
Build Knowledge Graph
Global Variables
Content Variables
Using Bot Functions
Configure Agent Transfer
  1. Home
  2. Docs
  3. Bots
  4. How Tos
  5. How to Update Data in Data Tables

How to Update Data in 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 data can be updated by a request from the user.

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 is stored. This data needs to be updated as per customer request. Customers can update only email id and address details.

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


  • Bot building knowledge;
  • A Banking Bot with access to the above-mentioned table, and data existing in that table (refer here for use case example to create and add data).


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

  1. Dialog Task to:
    1. gather required information; and
    2. invoke a service to update the customer information.

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, UpdateCustomer
    • 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 an Entities to capture the customer id:
    Entity Name Type User Prompts
    CustId String Enter your customer id
  5. First, we will fetch data from the table for the given Cust Id and then use a Logic node to control the process flow.

Fetch Data

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

  1. Click the + against the entity node.
  2. Select Service -> New Service Node option.
  3. From the General Settings section configure the following:
    • Name say GetCustomerData
    • 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
    • Choose Filters to select the CustId = {{context.entities.CustId}}

  6. Save the definition and close the service node.
  7. Add a Message Node to display the records fetches using the following context variable values, since we are fetching only one record, we are using a static [0] reference to the row:
    'For the customer number entered, we have the following details: {{context.GetCustomerData.response.body.queryResult[0].CustName}}, {{context.GetCustomerData.response.body.queryResult[0].CustEmail}}, {{context.GetCustomerData.response.body.queryResult[0].Address}}, {{context.GetCustomerData.response.body.queryResult[0].CustType}}'

Update Data

We will be using an entity node and a logic node to capture the inputs from the customer and to control the process flow:

  1. Click the + against the last message node added above.
  2. Select an Entity Node and add a List of Items (enumerated) type entity with the following settings.
    Display Name Value
    Email Id Email Id
    Address Address
  3. Add a Logic Node and based upon the value from the entity node above fetch either Email ID or Address from the customer, here CustEmail and CustAddress are the entities to capture customer email id and customer address.
  4. Also populate the context variables with the current details, these variables would be used to update the data table.
  5. From the Email Id and Address entity trigger a Script Node to modify the context variables appropriately using the following script:
    if (context.entities.CustUpdateChoice == 'Address') {
        context.custAdd = context.entities.CustAddress;
    else {
       context.custEmail = context.entities.CustEmail;
  6. Select Service -> New Service Node option.
  7. From the General Settings section configure the following:
    • Name say UpdateCust
    • Display Name say Update Customer Data
    • Service Type select Data Service
    • Type select Table
  8. Under Request Definition click Add Request to define a request to add data to the table.
  9. In the Data Service Request Definition page, enter the following:
    • Choose Table Name as customertable defined earlier
    • Actions as Update Data
    • Assign Values from the entities defined as follows, remember you need to include all the fields and their values, else the field would be set to null value:
      Column Entity context
      CustName {{context.CustName}}
      CustEmail {{context.CustEmail}}
      Address {{context.CustAddress}}
      CustType {{context.CustType}}
      CustId {{context.CustId}}

  10. Add a Message node to display the success message.
  11. Using Talk to bot option, enter the values when prompted and see the message being displayed.


In this post, we have seen:

  • How to fetch the data from the table using a service node and use it for further processing;
  • How to update data to the table from the Dialog task using a service node;