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How to Use the HeyBoss Admin Tool

A Quick Guide to Managing Your Data

Support avatar
Written by Support
Updated over a week ago

1. How to Add a Data Table

Example: Suppose you have a customer booking form, and you want AI to create a data table to store booking information such as Name, Contact Information, and Appointment Date.

Steps:

  • Simply provide a prompt in the AI input box like this:
    "Please create a table with fields for name, contact details, and appointment date to help me manage customer bookings."

  • The system will automatically generate a new data table with the specified fields.

Other Tips:

  • You can create various types of tables like customer orders, product inventory, or member registrations.

  • Simply describe the data you want to collect, and the AI will create the corresponding table.


2. How to Delete Rows

Steps:

  • Go to the Admin page.

  • Select the data table you want to modify.

  • Find the row you want to delete.

  • Click the Delete button next to that row.

  • A confirmation prompt will appear. Click Confirm to delete the row.

Tip: Deleting a row is permanent and cannot be undone, so make sure you back up your data if necessary.


3. How to Edit Rows

Steps:

  • Open the Admin page and select the data table you want to edit.

  • Find the row you want to modify and click the Edit icon next to it.

  • You can modify the data, such as changing customer names, contact information, or appointment times.

  • After making changes, click the Save button.

Tip: Ensure that you input the correct format for the data to avoid any issues with functionality.


4.How to Add a New Row

Steps:

  1. Go to the Admin page.

  2. Select the data table where you want to add a new record.

  3. Click the “+ Add New Record” button at the top right corner.

  4. A new row will appear with empty fields.

  5. Enter the necessary information for each field (e.g., name, email, appointment date, etc.).

  6. Click Save to confirm the new entry.

Tip:

  • Adding new rows is great for manually logging leads, orders, or any custom data.

  • You can also use front-end forms to automatically feed user-submitted data into the table, saving you manual work.


5.How to Export a CSV Table

Steps:

  • Go to the Admin page and select the data table you want to export.

  • Click the Export button. the system will automatically generate and download the file.

  • Once downloaded, you can open the CSV file to view or analyze the data.

Tip: Exported CSV files can be used for backups, data analysis, or syncing with other systems.

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