1-3: Your First Look at the Interface
Now that you understand the building blocks, let's take a tour of the actual interface! This is where you'll spend your time building and managing your automations.
Think of this as your first day at a new job—we'll show you around so you feel comfortable and know where everything is.
1-3.1: The Sidebar - Your Home Base
When you sign in to TAIBLES, a sidebar sits on the left of every screen. It is how you move between the main areas of the product.
- AssistantsInteractive chatbots with access to custom knowledge and tools.
- AutomationsAutonomous processes with human-in-the-loop oversight.
- KnowledgeManage your document collections for AI retrieval.
- DashboardsVisualize and analyze your data across taibles.
- IntegrationsConnect third-party services and accounts.
- DocumentationGuides and reference for building with Taibles.
- HistoryRecent conversations across all assistants.
- SettingsAccount, team, billing, and workspace preferences.
💡 💡 Where You'll Spend Your Time
The four sections at the top are the product itself:
- "Assistants" - Chatbots you can talk to, with access to your knowledge and tools
- "Automations" - The taibles that run processes for you (this tutorial lives here)
- "Knowledge" - Document collections your AI can search
- "Dashboards" - Charts and reports built from your data
Below them sit the supporting entries: "Integrations" for connecting other services, "Documentation" for this guide, "History" for recent conversations, and "Settings" for your account and team.
The Automations Overview
Open "Automations" and you'll see a card for each taible you've built. Every card shows its name, description, and what is currently running.
The Dashboard - Your Home Base
Taibles
Autonomous processes with human-in-the-loop oversight.
Your Taibles
Customer Conversations
Handle customer inquiries automatically with AI responses
Sales Leads
Automatically enrich and qualify incoming leads
Support Tickets
Track and respond to customer support requests
Three buttons let you start something new:
- "Create Automation" - Build a new taible from scratch
- "Import" - Bring in a taible you exported earlier
- "Import from n8n" - Convert an existing n8n workflow
Click any card to open that taible and see its data.
1-3.2: Inside a Taible - The Main Interface
When you click on a taible, you'll see the main workspace. This is where the magic happens!
Inside a Taible - The Main Interface
Customer Conversations
Handle customer inquiries with AI-powered responses
💡 The Two Main Areas
1. The Toolbar
A single row of buttons across the top. Data actions sit on the left, structural actions on the right. We'll go through them in a moment.
2. The Grid
- Column headers - Each column is one step in your process
- Rows - Each row is one item being processed (a customer, order, conversation, etc.)
- Cells - The intersection shows the result for that step and item
- Status - Each cell tells you where it stands
Cell Status at a Glance
As work moves through your taible, each cell reports its own state:
Most of the time you'll see a cell go from "Queued" to "Running" to "Completed". The rest tell you why something didn't run—a condition that didn't match, a dependency that never arrived, or a rate limit that paused things for a while.
How the Grid Works
The grid is like a living spreadsheet:
- Click any cell to see detailed results
- Watch cell status change in real-time as work happens
- Scroll right to see more columns if you have many steps
- Drag column headers to reorder them
💡 ✨ The Magic Moment
Here's what makes TAIBLES special: When a new row appears (from a customer message, order, email, etc.), watch the status move across the columns automatically—without you doing anything. It's like watching a team of invisible assistants working through each step!
1-3.3: Common Buttons You'll Use
Let's break down the buttons in the toolbar. Don't worry about memorizing these—you'll learn them naturally as you build.
Common Buttons You'll Use
Main Toolbar (Top Right)
Add Column
Create a new action or data field. Opens a categorized menu of column types to choose from.
Add Trigger
Connect to external sources. Automatically create new rows when emails arrive, webhooks fire, or schedules run.
Dashboards
View summary stats and charts. Create visual reports showing your taible's key metrics and trends.
Filter
Show only specific rows. Filter by status, date, values, or any column to focus on what matters.
Data Actions (Bottom Left)
Add Row
Create a new item manually. Adds a blank row to your taible that you can fill in.
Import
Import data in bulk. Upload a spreadsheet file to create multiple rows at once.
Working with data (left side):
- "Add Row" - Add a single item, usually to test something
- Example: "Let me add a test conversation to see how the AI responds"
- "Import" - Bring in many items at once; choose "CSV/Excel" from the menu
- Example: "I have 100 leads in a spreadsheet to import"
- "Export CSV" - Take your results back out again
- "Filter" - Narrow the grid down to the rows you care about
- Example: "Only show rows where the status is "Unsuccessful""
- "Dashboards" - Charts built on this taible; the number tells you how many exist
- Use "Create Dashboard" in the menu to add one
Building and configuring (right side):
- "Triggers" - Opens the triggers panel, where data flows in automatically
- Example: "Start a new row whenever someone emails support@"
- "Variables" - Values you can reuse across every column in this taible
- "Add Column" - Add a new step to your process
- Example: "Let's add AI to generate responses"
- "Wizard" - Describe what you want and let TAIBLES build the columns for you
1-3.4: Navigation Tips
Here are a few tips to help you navigate smoothly:
💡 💡 Getting Around Like a Pro
To go back to your list of taibles:
- Click "Automations" in the sidebar
To open a taible:
- Click any card in the overview
To understand a button:
- Hover your mouse over it—many buttons show helpful tooltips
To see what's happening:
- Watch the cell status in the grid; it updates live
The Interface Adapts to You
As you create columns and add features, the toolbar starts reporting numbers back to you:
- "Triggers" shows a count of how many triggers you've set up
- "Dashboards" shows a count of dashboards you've created
- "Variables" shows a count once you define some
- "Filter" shows how many filters are currently active
The interface stays clean and shows you what's relevant to your specific taible.
1-3.5: Don't Worry About Memorizing
You don't need to remember every button and feature right now! In the next section, we'll build your first agent step-by-step, and you'll use these buttons naturally as you go.
💡 🎯 You're Ready!
You now know:
- ✅ How to move around the product (the sidebar)
- ✅ Where your taibles live (the automations overview)
- ✅ What the main workspace looks like (the grid)
- ✅ Which buttons do what (the toolbar)
That's everything you need to start building!
What's Next?
Now that you've seen the interface, it's time to build something real! In the next section, we'll create your first AI agent—a simple chatbot that answers customer questions.
You'll use the buttons and interface we just explored, and by the end, you'll have a working AI agent you can actually test and use.
💡 💡 Ready to Build?
Don't worry if you don't remember every detail of this tour. Building is the best way to learn, and we'll remind you where to click as we go!
Let's build your first agent! →
Previous: 1-2: Understanding the Building BlocksNext: 2-1: Creating a Simple FAQ Chatbot