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Available on all Cloud plans; Self-Hosted requires Business or higher.
AI Chat helps analyze the current table, explain record content, generate temporary charts, and create or update tables, views, apps, and automations. AI prioritizes the current page. To reference other tables, views, apps, automations, or folders, type @ in the input box and select the related node.

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How to Open

Open a table or view, then click the Cuppy in the top right corner to open AI Chat. Describe the question or task in the input box. If the task will modify data or create nodes, ask AI to list the plan first, then confirm before execution.

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What AI Can Reference

AI prioritizes information from the current page:
  • Current table and view: The current table, current view, and the filtered or sorted results in that view.
  • Selected rows, columns, and cells: If rows, columns, a single cell, or a cell range are selected in Grid view, AI uses that selection as key context.
  • Uploaded files: Add PDFs, Excel files, Word documents, images, and other files to the conversation.
  • More nodes with @: Type @ in the input box to add tables, views, apps, automations, or folders from the tree.
Files can also be pasted or dropped directly into the input box. They appear as attachment chips first, then become available to AI after the message is sent. When you paste a long block of plain text, Teable converts it to a Markdown attachment so the message input stays easy to read. You can preview text and Markdown attachments from their attachment chips.

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Input Controls

  • Voice input: Click the microphone button in the input box and allow microphone access to start recording. While recording, choose Finish voice input or Discard voice input. After you choose finish, Teable transcribes the recording into the input box.
  • Model: Use the model menu to choose the model for the conversation. Use a lighter model for simple queries, cleanup, or rewriting, and a stronger model for complex planning, cross-table analysis, and app building.
  • Intelligence: Choose the Intelligence level separately in the model menu. It controls thinking depth; higher levels produce more thorough reasoning.
  • Secrets: Open the + menu and choose Secrets to store API keys or other credentials for AI Chat. AI Chat can read these values as environment variables. Saved values are write-only; enter a new value to update a secret.
  • Integrations: When AI needs access to a third-party account, it can show a card such as Connect Slack in the conversation. Click Connect to authorize with OAuth. Click Skip to cancel this authorization; AI continues with the parts it can complete without that connection.
  • Skills: Open the + menu and choose Skills to import, enable, disable, or try skills in the current chat context. Personal skills are only available to you. Current base skills are shared with collaborators in the current base. Type / in the input box to choose an enabled skill.
  • Manage files: Open + → More → Manage files to view files in the current chat sandbox. You can preview supported files, download files, or delete files and folders you no longer need. A conversation must exist before its files can be managed.
  • Queued messages: If you send another message while AI is still working, the message is queued. Queued items show the same table, view, attachment, and selection chips as the chat input. Use Edit to move a queued item back into the input, Send follow-up without interrupting to add a text follow-up to the current run when that action is available, or Remove to delete it from the queue. Items that cannot be sent as follow-ups stay queued until the current run finishes.

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Common Uses

Create tables and automations

Plan a business database, create tables, views, apps, automations, or update existing records.

Analyze data

Summarize data in the current table or view, or analyze across multiple related nodes.

Temporary charts and reports

Generate one-time chart or report previews from queried data.

Read files

Answer questions using PDFs, Excel files, Word documents, images, and other attachments.

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Create Tables and Automations

AI Chat can help create, update, and organize data, not only answer questions. For a new business workflow, discuss the data structure first, then ask AI to create the tables, views, apps, and automations. Suitable prompts include:
  • Help me plan a customer follow-up system. What tables and fields do I need?
  • Based on the plan above, create these tables, views, and fields.
  • Add priority, assignee, due date, and status fields to the task table, then create common views.
  • Change the selected records to Completed.
  • Create a new table from this Excel file and check whether the field types are appropriate.
  • Create a CRM app from this customer table, with customer list, customer detail, and follow-up record pages.
  • When a new order is created, notify the owner and include the order number, customer name, and amount.
For a complete business database, start by asking AI to plan the table structure. After reviewing the plan, continue with table, view, app, and automation creation.
1

Plan first

Describe the business goal, such as building a customer follow-up system, and ask AI to outline the required tables, fields, views, and automations.
2

Confirm the structure

Review the proposed tables, fields, field types, and relationships. Add any missing rules or workflow details.
3

Create next

Ask AI to create the confirmed tables and views, then continue with apps or automations.
For app creation details, see App Builder. For automation details, see Automation.

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Analyze Data

Ask questions about data in the current table, for example:
  • Count completed tasks this month by assignee.
  • Find the customers with the highest sales in the past 30 days.
  • Analyze unusual records in this view.
If the question involves multiple tables, use @ to add the related tables or views to the conversation. In Grid view, you can also select rows, columns, a single cell, or a cell range, then use Add to Chat from the context menu. The selection appears as a chip in the input box, and clicking the chip highlights the related grid area again. Column chips use field names when available and shorten long selections after the first few names.

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Generate Temporary Charts or Report Previews

AI can generate one-time HTML previews from queried data, useful for checking charts or reports quickly:
  • Generate a weekly sales trend chart.
  • Turn this query result into a pie chart.
  • Create a summary report from these records.
These previews are not saved as long-term apps and do not refresh data automatically. For dashboards, business pages, or interactive apps that need to be reused, create an app with App Builder.

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Read Files

After uploading files, AI can answer questions using both file content and table data:
  • Summarize this PDF and connect it with the current customer record.
  • Read this Excel file and identify the fields that should be imported.
  • Generate a product description from this image.
Files uploaded to the conversation and files generated during the conversation are saved in the current chat sandbox. Use Manage files to inspect them later.

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Memory

Memory stores information you explicitly ask Cuppy to remember. Memory is scoped by user and Base: each user in each Base has an independent memory context, and memory saved in another Base will not automatically appear in the current one.
  • Save memory in the current Base
Say what Cuppy should remember in the conversation:
  • Reuse memory from another Base
Ask Cuppy to read another Base and save the relevant parts into the current Base:

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Handle Long Tasks

AI Chat is designed for foreground, interactive work in the visible conversation. Do not rely on background tasks or silent execution inside the chat for long-running work.
1

Check whether the task is still running in the foreground

If the interface still shows Thinking, or progress updates are still being returned, foreground execution is still running. If the task shows Completed, the current foreground execution has ended.
2

Do not treat temporary content as persistent storage

After the AI runtime is restarted, only memory files can be read. Background tasks, temporary files, and intermediate results are not preserved.
3

Split work into batches and agree on visible outputs

In the current environment, the conversation environment has idle cleanup and maximum lifetime limits: after foreground execution ends, an idle environment is released after about 30 minutes, and a single conversation environment has an approximate maximum lifetime of 5 hours. Split long-running tasks into smaller batches. Before starting each batch, agree with AI Chat on the visible output for that batch, such as writing results back to Teable, exporting results, or generating a downloadable file. After confirming that output is complete, continue with the next batch.
For long-running or repeatable work, use the feature that matches the workflow:

AI Fields

Use for record-by-record work, such as large table processing, batch classification, content processing, or field filling.

Automation

Use for repeatable work after records are created or updated, notifications, or scheduled data processing.
Teable is improving the experience and runtime capability for long-running tasks. At this stage, plan long-running tasks around the limits above.

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Prompting Tips

  • State the goal first: In the first message, describe what to do, the relevant conditions, and the expected output. For example, analyze weekly sales trends over the past 3 months, grouped by region, and return a trend table with a short conclusion.
  • Use field names: For example, sort by Created Time, so AI can identify the target column.
  • Provide several examples: For fixed-format output, provide 3-5 input -> expected output examples.
  • Use @ to select nodes: When AI needs to reference tables, views, apps, automations, or folders, type @ and select them directly.
  • Confirm before execution: For tasks that modify data, create tables, create apps, or enable automations, ask AI to describe the changes before running them.
  • Choose the model by task: If the space supports model selection, use a lighter model for simple queries, cleanup, or rewriting, and a stronger model for complex planning, cross-table analysis, and app building.
  • Adjust the Intelligence level: Intelligence controls thinking depth; higher levels produce more thorough reasoning.
  • Start a new chat when the topic changes: A new chat is recommended when the topic changes, the conversation becomes too long, or context usage should be reduced.

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FAQ

Type @ in the input box and select the node you want AI Chat to reference. For Grid view selections, you can also select rows, columns, a single cell, or a cell range, then use Add to Chat from the context menu.
No. Temporary charts and report previews are one-time HTML previews. They are not saved as apps and do not refresh data automatically. For reusable dashboards or interactive pages, create an app with App Builder.
No. Memory is scoped by user and Base. If you want to reuse memory from another Base, ask Cuppy to read that Base’s memory and save the relevant parts into the current Base.
Do not use AI Chat as a background task runner. Keep working in the visible conversation, and ask Cuppy to write results back to Teable, export results, or generate a downloadable file.
Each user can run up to 3 Agents at the same time, including AI Chat and App Builder. If you see Agent is busy in another conversation. Please wait., another task is still running. Wait for Cuppy to finish the previous task before continuing.
One AI Chat turn can include multiple processing steps. The conversation and billing page both show the total credits for that turn. Work that Cuppy already completed and saved can still be used. If the final step is interrupted by an unexpected error, credits for that interrupted step are refunded automatically. You can continue working in the same conversation.
The new message is queued. You can edit the queued message, remove it, or, when the action is available, use Send follow-up without interrupting to add a text follow-up to the current run.
Open the + menu and choose Skills to import or manage skills, or type / in the input box to choose an enabled skill. Use personal skills for your own chats, and current base skills when collaborators in the same base should be able to use the skill. Users who can manage the base can add current base skills. If AI Chat presents a .skill file, use Install on the file card to add it.
When you copy a user message, tables, views, apps, automations, folders, selections, and attachments are kept as marker text. When you paste the text back into AI Chat, Teable restores the markers it can recognize as chips.
Use + → Secrets in the chat input. AI Chat can use those values during the conversation without putting the plaintext in your prompt.
Last modified on July 6, 2026