Help Center/ Customer Engagement Center/ User Guide/ Tenant Administrator Guide/ Enabling Manual Services/ Agent Workbench/ Querying a Data Table
Updated on 2025-11-07 GMT+08:00
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Querying a Data Table

A tenant administrator needs to add specific table data to the configured dynamic data table so that the data can be displayed on the configured screen pop-up after a call is connected.

Prerequisites

  • The Data customization feature has been enabled for the tenant.
  • A dynamic data table has been published. For details, see Configuring Dynamic Data Tables.
  • Some operations under the current menu are controlled by separate permissions. If related operation permissions are not configured, the corresponding operations are not supported. For details about the operation permissions that can be configured separately, see Table 1.

Procedure

  1. Sign in to the AICC as a tenant administrator and choose Configuration Center > Expansion and Integration > Custom Table.
  2. Click and select a published dynamic data table to configure table data.

  3. Import table data.

    1. Click . The Import Data dialog box is displayed.
    2. Click Data table template to download the table data template to a local path and fill in table data.
      • Only an Excel file can be uploaded. The file size cannot exceed 20 MB. The file name can contain only Chinese characters, letters, digits, and underscores (_).
      • The header of the uploaded Excel file must match that of the downloaded template. Otherwise, the file processing fails.
      • The imported data cannot start with +, =, or @. If the data starts with -, the data must be in the format of -{One or more digits}{Several characters}.
    3. Click . In the dialog box that is displayed, select the configured table data file.
    4. Click Save.

  4. Click . On the Data Import Record tab page, confirm that Status of the data import record is Completed.
  5. Return to the Custom Table page to view details about the imported data.

Follow-up Procedure

  • Data editing: Imported table data can be edited again.
    • Click Edit. In the Edit Data dialog box, edit table data except index data. After confirming that the data is correct, click Save to save the table data.
    • Click Delete. In the Confirm Delete dialog box, click OK to delete unnecessary table data.
  • Data export: Existing table data can be exported.

    The exported data contains personal data. Exercise caution when processing the exported data to prevent personal data leakage and abuse.

    1. Click . The New export task dialog box is displayed.
    2. Enter a customized compression password and click OK. The data is exported successfully.
    3. Click and click the Export task view tab.
    4. Click download corresponding to the export record whose Status is Success to download the table data file to a specified path.
    5. After the download is successful, open the exported file and enter the compression password to view table data.
Parent topic: Agent Workbench