Agentic Table Space Overview

3 min read

Draft branch. These pages sit beside the current Agentic Table Space page. They do not replace it until this branch is reviewed.

Overview

Agentic Table is a space type for answering questionnaires at scale. A space admin configures the table once. People working in the space then create sheets, load questions, review answers, and export the result.

Typical work includes RFPs, DDQs, and KYC forms. The same table can also pull structured facts out of a set of documents.

Who this is for

Space admins and Professional Services engineers who configure the space
Compliance, product, and operations teams who review answers in the table

End users who only create sheets and edit rows should start from Agentic Table. This branch is the admin guide.

How these pages are organized

Parent pages explain what an area is for and when to use it. Child pages are tutorials: one task, one outcome.

What a configured space controls

Templates give you a working column set, prompts, extraction, and export without building each piece by hand.
Collaboration decides who can edit a row, who a row is assigned to, and which review states lock the agent.
Custom configuration is the path when a template is not enough: columns, metadata, question extraction, exports, and the Answer Library.
Architecture explains how the agent turns a sheet action into answers. Read it when a tutorial is not enough to debug a run.

Content still to place

The current Agentic Table Space page is a single reference of about 5,400 words. The table below is where that material goes. Rows marked Needs a page are real topics that this first branch does not have a home for yet.

Existing material	Place it here	Status
Who it is for, benefits, use cases	This overview	Placed
Activate the interface (`userInterface: MAGIC_TABLE`)	Configuring an Agentic Table Space	Placed
Three configuration-template JSON examples	Agentic Table Templates. Each example should become its own tutorial later.	Summarized
`language_model` and `LanguageModelInfo`	Model Performance and Benchmarks	Needs writing
Benchmark results for table models	Model Performance and Benchmarks	Not documented
Access roles, `answerRoleVisible`, Answer Library card visibility	Agentic Table Roles and Access	Placed
Sheet sharing walkthrough	Collaborating. The steps currently live on the end-user Agentic Table page.	Needs a page
Column parameters, filters, renderers, `rerun_trigger`	Creating Columns	Summarized
References column	Creating Columns. It is not called out as its own tutorial.	Needs a page
`search_config`, `scope_ids`, `additional_scope_ids`, `exclude_uploaded_files`	Proposed page: Scoping knowledge search, under Custom Configuration	Needs a page
Jinja placeholders and JSON-string rules	Writing Prompts for the Agentic Table	Placed
Subagent setup	Setting Up Subagents for Agentic Table	Placed
Default and custom review statuses, including the migration mutation	Custom Review Statuses	Placed
Hallucination score labels and custom prompts	Configure Hallucination Check	Summarized
Sheet metadata form	Metadata Forms	Placed
Automatic metadata extraction	Automatic Metadata Extraction	Not documented
Per-row dynamic metadata filters	Proposed tutorial under Metadata. A full page already exists and should be moved, not rewritten.	Needs a page
`question_extraction` modes, Excel preprocessing, hierarchical extraction, `section_format`, TOC extraction	Question Extraction. Excel import and the section column should be split into tutorials.	Summarized
`docx_generator_config` and `xlsx_generator_config`	Proposed tutorial under Output Creation: Export a DOCX or XLSX report	Needs a page
Fill the original questionnaire, and how to iterate on it	The two tutorials under Output Creation	Not documented
Turn on the Answer Library and restrict who sees the card	Answer Library Configuration	Placed
Using the library (view, add sheets, side panel)	Keep Answer Library as the user tutorial. Link it from the overview page in this branch.	Placed
`ingestion_config` and verified-row ingestion	Proposed tutorial under Answer Library: Ingest verified rows	Needs a page
Data retention (global env var and `dataRetentionInDays`)	Proposed page under Configuring: Data retention	Needs a page
Security boundaries (knowledge only, scope_ids default closed)	Agentic Table Roles and Access, plus the proposed scoping page	Summarized
Limitations (no follow-up questions, one config per space, spreadsheet modes)	Configuring an Agentic Table Space	Placed
Nine agent flow diagrams	Agent Architecture. Diagrams have to be copied from the old page; they are images.	Needs a page
Source of Wealth use case	A template tutorial under Agentic Table Templates	Needs a page
Empty stubs: Agentic Table Configuration, Advanced Settings, AT Use Case #1, Agentic Table Architecture	Do not migrate. They have no body.	Skip
Customer-facing service and Helm overview	Out of scope for this branch. Link from Agentic Table Architecture.	Elsewhere