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Entities

This guide covers how to create and manage entities and items, and how to import/export data using CSV.

What Are Entities?​

Entities are structured data containers that store multiple fields per item. Think of them as multidimensional variables used to hold sets of related information-like a table or spreadsheet.

Use in Dialogues​

Entities are powerful tools for managing data during conversations. You can use them to:

  • Store user input from multiple form fields (e.g., name, email, address).
  • Represent records that can be looked up, modified, or referenced in dialogues.
  • Be used to pre-fill or validate user responses dynamically.

For example, an entity might capture form data like this:

NameEmailAddress
John Smithjohn@example.com123 Apple Street

Each row is an item, and each column is a field or header.

Use for Authorization​

Entities can also manage user access by storing authorization data, such as:

  • One-time or persistent login codes
  • Session tokens or access keys
  • Email-to-code mappings for login via widget

Example Use Case: An entity with fields like Email, AuthCode can be used in widget Authorization feature to validate a user.

API​

Entities can be created, updated and deleted over API.

Adding an Entity​

  1. Click “Create New Entity” from the sidebar
  2. Enter a Title for the entity
  3. Add headers (columns)
  4. Use the dropdown to define the data type (Text, Description, or Dialogue entry point)
  5. Click Create to save the entity

Adding an Item to an Entity​

  1. Select your entity from the left panel
  2. Click “Create New Item”
  3. Fill in values for each column
  4. Click Create to add the item

Exporting CSV​

  1. Open the menu (︙) on the entity list
  2. Select “Export CSV”
  3. A CSV file with the current entity data (including the ID field) will be downloaded

Importing CSV​

  1. Open the menu (︙) on the entity list
  2. Select “Import CSV”
  3. Upload a .csv file matching the entity's structure
caution

If your CSV includes an ID column, any matching IDs in the system will be overwritten. Items without matching IDs will be appended.