Create a Table
This step requires that you have a source created in your workspace. If you have not ingested your data into a source, see steps on how to do so. Navigate to “Tables” in the left menu bar, and click on ”+”:
Create an AI Column
To create an AI column, there are two options:- Create a custom column
- Use a template
1. Create a Custom Column
”+ Add column” > Select template: ”+ Blank column” > “Next” In our example of sales call transcripts, we can create a custom column to indicate whether our call was successful (we define a successful call as one that scheduled a follow-up call):Column name
is the name of your column
Column type
is the data type of your column (we use “Checkbox” in this case since success can be a true or false value)
Description
is a detailed description of what you wish to extract
Default value
is what the value defaults to
Select related columns
are the columns that are relevant to extracting this data
Column Types
We offer various column types, ach tailored to match the specific data type of your output:- Text generates free-text outputs a text output, ideal for extracting keywords or phrases without restriction to predefined options
- Checkbox outputs a boolean (true/false) value, suitable for binary indicators like whether a call was successful
- Number provides an integer output, useful for counts, such as the frequency a feature is mentioned in a call
- Currency outputs a floating-point number, perfect for capturing precise values, like prices mentioned
- List returns a list of strings, ideal for tracking non-standardized items, such as a list of competitor features without a predefined set
- Select outputs a list of predefined strings, making it easier for standardized analysis, such as listing our own features mentioned during a call (this format is recommended for consistent, analyzable data)