Business data
Business data holds shared, typed tables for customers, clients, ideas and other records. Tables are the source of truth for structured facts.
Tables and recordsLink to Tables and records
Business data holds tables. Each table has typed fields and a revision number. Each record shows where it came from.
Who can do whatLink to Who can do what
- Owners and admins create tables, start from a preset, edit a table's fields and delete tables.
- Members create, edit and delete records.
- Everyone can search, filter and export a table as JSON.
Memory is separateLink to Memory is separate
Business data is for structured records. Memory holds lessons and context. See Memory.
When two people editLink to When two people edit
When a table changed while you were editing, Agent tells you and does not overwrite the other change.
Checked against the product on 2026-10-05.