diff --git a/docs.json b/docs.json
index 155f9222..2f9caa65 100644
--- a/docs.json
+++ b/docs.json
@@ -73,120 +73,6 @@
"en/basic/space/billing"
]
},
- {
- "group": "Base",
- "pages": [
- "en/basic/base/base"
- ]
- },
- {
- "group": "Table",
- "pages": [
- "en/basic/table",
- "en/basic/table/import",
- "en/basic/table/export"
- ]
- },
- {
- "group": "Field",
- "pages": [
- "en/basic/field",
- {
- "group": "AI Field",
- "pages": [
- "en/basic/field/ai/ai-field",
- "en/basic/field/ai/ai-field-practical-guide"
- ]
- },
- {
- "group": "Basic Field",
- "pages": [
- "en/basic/field/basic/single-line-text",
- "en/basic/field/basic/long-text",
- "en/basic/field/basic/number",
- "en/basic/field/basic/single-select",
- "en/basic/field/basic/multiple-select",
- "en/basic/field/basic/date",
- "en/basic/field/basic/rating",
- "en/basic/field/basic/checkbox"
- ]
- },
- {
- "group": "Advanced Field",
- "pages": [
- {
- "group": "Formula",
- "pages": [
- "en/basic/field/advanced/formula",
- "en/basic/field/advanced/formula/grammar",
- "en/basic/field/advanced/formula/cheat-sheet"
- ]
- },
- "en/basic/field/advanced/link",
- "en/basic/field/advanced/rollup",
- "en/basic/field/advanced/lookup",
- "en/basic/field/advanced/conditional-rollup",
- "en/basic/field/advanced/conditional-lookup",
- "en/basic/field/advanced/user",
- "en/basic/field/advanced/created-by",
- "en/basic/field/advanced/last-modified-by",
- "en/basic/field/advanced/created-time",
- "en/basic/field/advanced/last-modified-time",
- "en/basic/field/advanced/auto-number",
- {
- "group": "Button",
- "pages": [
- "en/basic/field/advanced/button",
- "en/basic/field/advanced/button-practical-guide"
- ]
- }
- ]
- },
- {
- "group": "Common",
- "pages": [
- "en/basic/field/common/formatter",
- "en/basic/field/common/show-as",
- "en/basic/field/common/is-multiple-value"
- ]
- }
- ]
- },
- {
- "group": "Record",
- "pages": [
- "en/basic/record",
- "en/basic/record/comment",
- "en/basic/record/record-history"
- ]
- },
- {
- "group": "View",
- "pages": [
- {
- "group": "Toolbar",
- "pages": [
- "en/basic/view/toolbar/filter",
- "en/basic/view/toolbar/group",
- "en/basic/view/toolbar/sort",
- "en/basic/view/toolbar/share",
- "en/basic/view/toolbar/collaboration-mode"
- ]
- },
- "en/basic/view/grid",
- "en/basic/view/form",
- "en/basic/view/kanban",
- "en/basic/view/gallery",
- "en/basic/view/calendar"
- ]
- },
- {
- "group": "Authority Matrix",
- "pages": [
- "en/basic/authority-matrix/authority-matrix",
- "en/basic/authority-matrix/authority-matrix-practical-guide"
- ]
- },
{
"group": "Automation",
"pages": [
@@ -259,6 +145,125 @@
}
]
},
+ {
+ "group": "Base",
+ "pages": [
+ "en/basic/base/base",
+ {
+ "group": "Table",
+ "pages": [
+ "en/basic/table",
+ "en/basic/table/import",
+ "en/basic/table/export"
+ ]
+ },
+ {
+ "group": "Field",
+ "pages": [
+ "en/basic/field",
+ {
+ "group": "AI Field",
+ "pages": [
+ "en/basic/field/ai/ai-field",
+ "en/basic/field/ai/ai-field-practical-guide"
+ ]
+ },
+ {
+ "group": "Basic Field",
+ "pages": [
+ "en/basic/field/basic/single-line-text",
+ "en/basic/field/basic/long-text",
+ "en/basic/field/basic/number",
+ "en/basic/field/basic/single-select",
+ "en/basic/field/basic/multiple-select",
+ "en/basic/field/basic/date",
+ "en/basic/field/basic/rating",
+ "en/basic/field/basic/checkbox"
+ ]
+ },
+ {
+ "group": "Advanced Field",
+ "pages": [
+ {
+ "group": "Formula",
+ "pages": [
+ "en/basic/field/advanced/formula",
+ "en/basic/field/advanced/formula/grammar",
+ "en/basic/field/advanced/formula/cheat-sheet"
+ ]
+ },
+ "en/basic/field/advanced/link",
+ "en/basic/field/advanced/rollup",
+ "en/basic/field/advanced/lookup",
+ "en/basic/field/advanced/conditional-rollup",
+ "en/basic/field/advanced/conditional-lookup",
+ "en/basic/field/advanced/user",
+ "en/basic/field/advanced/created-by",
+ "en/basic/field/advanced/last-modified-by",
+ "en/basic/field/advanced/created-time",
+ "en/basic/field/advanced/last-modified-time",
+ "en/basic/field/advanced/auto-number",
+ {
+ "group": "Button",
+ "pages": [
+ "en/basic/field/advanced/button",
+ "en/basic/field/advanced/button-practical-guide"
+ ]
+ }
+ ]
+ },
+ {
+ "group": "Common",
+ "pages": [
+ "en/basic/field/common/formatter",
+ "en/basic/field/common/show-as",
+ "en/basic/field/common/is-multiple-value"
+ ]
+ }
+ ]
+ },
+ {
+ "group": "Record",
+ "pages": [
+ "en/basic/record",
+ "en/basic/record/comment",
+ "en/basic/record/record-history"
+ ]
+ },
+ {
+ "group": "View",
+ "pages": [
+ {
+ "group": "Toolbar",
+ "pages": [
+ "en/basic/view/toolbar/filter",
+ "en/basic/view/toolbar/group",
+ "en/basic/view/toolbar/sort",
+ "en/basic/view/toolbar/share",
+ "en/basic/view/toolbar/collaboration-mode"
+ ]
+ },
+ "en/basic/view/grid",
+ "en/basic/view/form",
+ "en/basic/view/kanban",
+ "en/basic/view/gallery",
+ "en/basic/view/calendar"
+ ]
+ }
+ ]
+ },
+ {
+ "group": "Authority Matrix",
+ "pages": [
+ {
+ "group": "Authority Matrix",
+ "pages": [
+ "en/basic/authority-matrix/authority-matrix",
+ "en/basic/authority-matrix/authority-matrix-practical-guide"
+ ]
+ }
+ ]
+ },
{
"group": "SSO",
"pages": [
@@ -430,120 +435,6 @@
"zh/basic/space/billing"
]
},
- {
- "group": "数据库",
- "pages": [
- "zh/basic/base/base"
- ]
- },
- {
- "group": "表格",
- "pages": [
- "zh/basic/table",
- "zh/basic/table/import",
- "zh/basic/table/export"
- ]
- },
- {
- "group": "字段",
- "pages": [
- "zh/basic/field",
- {
- "group": "AI 字段",
- "pages": [
- "zh/basic/field/ai/ai-field",
- "zh/basic/field/ai/ai-field-practical-guide"
- ]
- },
- {
- "group": "基础字段",
- "pages": [
- "zh/basic/field/basic/single-line-text",
- "zh/basic/field/basic/long-text",
- "zh/basic/field/basic/number",
- "zh/basic/field/basic/single-select",
- "zh/basic/field/basic/multiple-select",
- "zh/basic/field/basic/date",
- "zh/basic/field/basic/rating",
- "zh/basic/field/basic/checkbox"
- ]
- },
- {
- "group": "高级字段",
- "pages": [
- {
- "group": "公式",
- "pages": [
- "zh/basic/field/advanced/formula",
- "zh/basic/field/advanced/formula/grammar",
- "zh/basic/field/advanced/formula/cheat-sheet"
- ]
- },
- "zh/basic/field/advanced/link",
- "zh/basic/field/advanced/rollup",
- "zh/basic/field/advanced/lookup",
- "zh/basic/field/advanced/conditional-rollup",
- "zh/basic/field/advanced/conditional-lookup",
- "zh/basic/field/advanced/user",
- "zh/basic/field/advanced/created-by",
- "zh/basic/field/advanced/last-modified-by",
- "zh/basic/field/advanced/created-time",
- "zh/basic/field/advanced/last-modified-time",
- "zh/basic/field/advanced/auto-number",
- {
- "group": "按钮",
- "pages": [
- "zh/basic/field/advanced/button",
- "zh/basic/field/advanced/button-practical-guide"
- ]
- }
- ]
- },
- {
- "group": "通用设置",
- "pages": [
- "zh/basic/field/common/formatter",
- "zh/basic/field/common/show-as",
- "zh/basic/field/common/is-multiple-value"
- ]
- }
- ]
- },
- {
- "group": "记录",
- "pages": [
- "zh/basic/record",
- "zh/basic/record/comment",
- "zh/basic/record/record-history"
- ]
- },
- {
- "group": "视图",
- "pages": [
- {
- "group": "工具栏",
- "pages": [
- "zh/basic/view/toolbar/filter",
- "zh/basic/view/toolbar/group",
- "zh/basic/view/toolbar/sort",
- "zh/basic/view/toolbar/share",
- "zh/basic/view/toolbar/collaboration-mode"
- ]
- },
- "zh/basic/view/grid",
- "zh/basic/view/form",
- "zh/basic/view/kanban",
- "zh/basic/view/gallery",
- "zh/basic/view/calendar"
- ]
- },
- {
- "group": "权限矩阵",
- "pages": [
- "zh/basic/authority-matrix/authority-matrix",
- "zh/basic/authority-matrix/authority-matrix-practical-guide"
- ]
- },
{
"group": "自动化",
"pages": [
@@ -616,6 +507,125 @@
}
]
},
+ {
+ "group": "数据库",
+ "pages": [
+ "zh/basic/base/base",
+ {
+ "group": "表格",
+ "pages": [
+ "zh/basic/table",
+ "zh/basic/table/import",
+ "zh/basic/table/export"
+ ]
+ },
+ {
+ "group": "字段",
+ "pages": [
+ "zh/basic/field",
+ {
+ "group": "AI 字段",
+ "pages": [
+ "zh/basic/field/ai/ai-field",
+ "zh/basic/field/ai/ai-field-practical-guide"
+ ]
+ },
+ {
+ "group": "基础字段",
+ "pages": [
+ "zh/basic/field/basic/single-line-text",
+ "zh/basic/field/basic/long-text",
+ "zh/basic/field/basic/number",
+ "zh/basic/field/basic/single-select",
+ "zh/basic/field/basic/multiple-select",
+ "zh/basic/field/basic/date",
+ "zh/basic/field/basic/rating",
+ "zh/basic/field/basic/checkbox"
+ ]
+ },
+ {
+ "group": "高级字段",
+ "pages": [
+ {
+ "group": "公式",
+ "pages": [
+ "zh/basic/field/advanced/formula",
+ "zh/basic/field/advanced/formula/grammar",
+ "zh/basic/field/advanced/formula/cheat-sheet"
+ ]
+ },
+ "zh/basic/field/advanced/link",
+ "zh/basic/field/advanced/rollup",
+ "zh/basic/field/advanced/lookup",
+ "zh/basic/field/advanced/conditional-rollup",
+ "zh/basic/field/advanced/conditional-lookup",
+ "zh/basic/field/advanced/user",
+ "zh/basic/field/advanced/created-by",
+ "zh/basic/field/advanced/last-modified-by",
+ "zh/basic/field/advanced/created-time",
+ "zh/basic/field/advanced/last-modified-time",
+ "zh/basic/field/advanced/auto-number",
+ {
+ "group": "按钮",
+ "pages": [
+ "zh/basic/field/advanced/button",
+ "zh/basic/field/advanced/button-practical-guide"
+ ]
+ }
+ ]
+ },
+ {
+ "group": "通用设置",
+ "pages": [
+ "zh/basic/field/common/formatter",
+ "zh/basic/field/common/show-as",
+ "zh/basic/field/common/is-multiple-value"
+ ]
+ }
+ ]
+ },
+ {
+ "group": "记录",
+ "pages": [
+ "zh/basic/record",
+ "zh/basic/record/comment",
+ "zh/basic/record/record-history"
+ ]
+ },
+ {
+ "group": "视图",
+ "pages": [
+ {
+ "group": "工具栏",
+ "pages": [
+ "zh/basic/view/toolbar/filter",
+ "zh/basic/view/toolbar/group",
+ "zh/basic/view/toolbar/sort",
+ "zh/basic/view/toolbar/share",
+ "zh/basic/view/toolbar/collaboration-mode"
+ ]
+ },
+ "zh/basic/view/grid",
+ "zh/basic/view/form",
+ "zh/basic/view/kanban",
+ "zh/basic/view/gallery",
+ "zh/basic/view/calendar"
+ ]
+ }
+ ]
+ },
+ {
+ "group": "权限矩阵",
+ "pages": [
+ {
+ "group": "权限矩阵",
+ "pages": [
+ "zh/basic/authority-matrix/authority-matrix",
+ "zh/basic/authority-matrix/authority-matrix-practical-guide"
+ ]
+ }
+ ]
+ },
{
"group": "SSO",
"pages": [
diff --git a/en/basic/ai/ai-chat.mdx b/en/basic/ai/ai-chat.mdx
index 856be719..07162415 100644
--- a/en/basic/ai/ai-chat.mdx
+++ b/en/basic/ai/ai-chat.mdx
@@ -5,62 +5,108 @@ description: Interact with your data using natural language for analysis, visual
Available on all Cloud plans; Self-Hosted requires Business or higher.
-Teable's AI Chat reads the context of the page you're on and helps turn questions about data into directly usable results. It works well for analyzing tables, generating charts, following up with more questions, and handling more complex agent tasks with context.
+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.
## How to Open
-Click the **Cuppy** icon in the top right corner to open AI Chat from any page.
+Open a table or view, then click the **Cuppy** icon 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.
+
+## 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 records**: If records are selected, AI uses them 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.
+
+## Common Uses
+
+
+
+ Plan a business database, create tables, views, apps, automations, or update existing records.
+
+
+ Summarize data in the current table or view, or analyze across multiple related nodes.
+
+
+ Generate one-time chart or report previews from queried data.
+
+
+ Answer questions using PDFs, Excel files, Word documents, images, and other attachments.
+
+
+
+### Create Tables and Automations
-## Context Scope
+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.
-AI Chat automatically reads the current context, including:
+Suitable prompts include:
-- **Current table and view**: It prioritizes the table, view, and filtered result set you are currently looking at.
-- **Selected records and attachments**: Selected data and uploaded files on the page are included too.
-- **Manually added context**: If you need to ask across tables, you can add related tables into the context first.
+- 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.
-## Capabilities
+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. Deep Data Analysis (Text-to-SQL)
+
+
+ Describe the business goal, such as building a customer follow-up system, and ask AI to outline the required tables, fields, views, and automations.
+
+
+ Review the proposed tables, fields, field types, and relationships. Add any missing rules or workflow details.
+
+
+ Ask AI to create the confirmed tables and views, then continue with apps or automations.
+
+
-Teable's AI Chat does more than guess. It works like a data analyst that can turn your request into a real query.
+For app creation details, see [App Builder](/en/basic/ai/app-builder). For automation details, see [Automation](/en/basic/automation).
-- **SQL Generation**: It converts your natural language questions into complex, executable SQL queries.
-- **Precision**: Because it executes code against your database, results such as counts, sums, and averages are 100% accurate.
-- **Complex Logic**: It can handle grouping, filtering, and cross-table references.
- - *"Which product category had the highest growth rate QoverQ?"*
- - *"List customers who haven't placed an order in the last 6 months but have a balance > 0."*
+### Analyze Data
-### 2. Charts and Visualization
+Ask questions about data in the current table, for example:
-- Bar, line, pie, scatter, and area charts are all supported.
-- You can keep refining a chart through chat, such as *"Switch to a stacked bar chart"* or *"Group by region"*.
-- For more complex presentation needs, you can first ask AI Chat to shape the data into a chart-ready format.
+- 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.
-### 3. Smart Agent
+If the question involves multiple tables, use `@` to add the related tables or views to the conversation.
-AI Chat does not only answer questions. It can also help you move the next step forward.
+### Generate Temporary Charts or Report Previews
-- **App Builder**: Start creating apps directly from the conversation.
-- **Automation**: Describe a workflow and let AI help configure triggers and actions.
-- **Scripts**: Ask AI to generate more specific JavaScript for your use case.
+AI can generate one-time HTML previews from queried data, useful for checking charts or reports quickly:
-### 4. Read Files and Web Pages
+- Generate a weekly sales trend chart.
+- Turn this query result into a pie chart.
+- Create a summary report from these records.
-If you upload files, or if the selected model supports web search, AI Chat can use that content alongside your data.
+
+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](/en/basic/ai/app-builder).
+
-- Supports PDFs, Excel files, Word files, images, and other attachments.
-- Can answer by combining document content with table data.
-- If the current model has web search enabled, AI Chat shows web results together with source links.
+### Read Files
-## Good Times to Start a New Chat
+After uploading files, AI can answer questions using both file content and table data:
-- The topic has changed.
-- The current conversation has become too long and the result starts drifting.
-- You want to reduce the extra compute cost caused by too much previous context.
+- 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.
-## Best Practices
+## Prompting Tips
-- **State the goal clearly**: Instead of saying "Analyze this," say something like "Analyze weekly sales trends over the past 3 months."
-- **Use field names when possible**: For example, "Sort by `Created Time`."
-- **Start a new chat when the topic changes**: A new chat is usually more stable and uses less compute.
+- **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.
+- **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.
diff --git a/en/basic/authority-matrix/authority-matrix-practical-guide.mdx b/en/basic/authority-matrix/authority-matrix-practical-guide.mdx
index 7f0c25a3..1737225d 100644
--- a/en/basic/authority-matrix/authority-matrix-practical-guide.mdx
+++ b/en/basic/authority-matrix/authority-matrix-practical-guide.mdx
@@ -1,5 +1,5 @@
---
-title: "Authority Matrix Practical Guide"
+title: "Authority Matrix Guidelines"
---
Think of the Authority Matrix as a powerful tool. It lets you build precise data access rights for each role on your team, just like assembling building blocks. Don't worry if it seems complex; we'll walk you through a common scenario step by step.
@@ -145,4 +145,4 @@ Now, let's configure granular permissions for each role. We have three tables: `
> - **Full Visibility**: When he opens the `Customers` table, he can see every customer in the company, giving him a complete overview for analysis and team reviews.
> - **Complete Security**: When he double-clicks a record owned by another rep, he'll see that all fields are read-only (often grayed out and uneditable). There are no "Save," "Edit," or "Delete" buttons available. This completely eliminates the risk of accidental changes, allowing him to browse and present data with confidence.
>
-> 
\ No newline at end of file
+> 
diff --git a/en/basic/authority-matrix/authority-matrix.mdx b/en/basic/authority-matrix/authority-matrix.mdx
index 574b1381..ee3ce602 100644
--- a/en/basic/authority-matrix/authority-matrix.mdx
+++ b/en/basic/authority-matrix/authority-matrix.mdx
@@ -1,5 +1,5 @@
---
-title: "Authority Matrix"
+title: "Overview"
description: "Allows administrators to set fine-grained access permissions for team members. Through this approach, precise control over different tables, fields, and operations can be achieved, ensuring each member can only access and modify information within their scope of responsibility. This not only improves team collaboration efficiency but also enhances data security."
---
@@ -63,4 +63,4 @@ After modifying table permissions, you must click the switch to the left of the
- After enabling the authority matrix, the creation, editing, and deletion permissions of fields (columns) themselves are only available to administrators.
- Once the Authority Matrix is enabled, only users with "Manager" permissions are exempt from its restrictions. For permission levels below "Manager" (such as "Creator" and below), all members except Authority Matrix administrators are subject to the Matrix's unified control.
-To learn about basic permission levels for spaces and bases, please refer to [Collaboration Permissions](/en/basic/space/space-permission)
\ No newline at end of file
+To learn about basic permission levels for spaces and bases, please refer to [Collaboration Permissions](/en/basic/space/space-permission)
diff --git a/en/basic/automation.mdx b/en/basic/automation.mdx
index 6c37197d..dd811d2b 100644
--- a/en/basic/automation.mdx
+++ b/en/basic/automation.mdx
@@ -1,6 +1,6 @@
---
title: "Overview"
-description: "Teable Automation makes powerful workflows simple with plain-language AI setup."
+description: "Create automation workflows with AI or manual configuration."
---
Teable Automation makes powerful workflows simple. No code, no drag-and-drop, no complicated setup. Just tell AI what you need in plain language, and Teable takes care of the repetitive work for you.
diff --git a/en/basic/automation/actions/logic/http-request.mdx b/en/basic/automation/actions/logic/http-request.mdx
index f5c2f7b0..e9e46887 100644
--- a/en/basic/automation/actions/logic/http-request.mdx
+++ b/en/basic/automation/actions/logic/http-request.mdx
@@ -105,7 +105,7 @@ After the HTTP request runs, the response is available to subsequent actions:
- **Status code** — the HTTP status (200, 201, 404, etc.).
- **Response body** — the data returned by the API, parsed as JSON if applicable.
-You can reference specific fields from the response using the **+** variable picker in later steps. For example, if the API returns `{"id": "abc123", "status": "created"}`, you can reference `id` and `status` individually.
+You can reference specific fields from the response using the **+** variable picker in later steps. For example, if the API returns `{"id": "abc123", "status": "created"}`, you can reference `id` and `status` individually. When inserting dynamic values with **+**, you can also use field paths and formatting options when an external API requires a specific request format.
This is useful for chaining API calls — for example, create something via POST, get back an ID, then use that ID in a subsequent Update Record or another HTTP request.
diff --git a/en/basic/base/base.mdx b/en/basic/base/base.mdx
index 3cf9d9fc..8d351123 100644
--- a/en/basic/base/base.mdx
+++ b/en/basic/base/base.mdx
@@ -1,5 +1,5 @@
---
-title: "Base"
+title: "Overview"
description: "Create, manage, import and export bases. Move data between Teable Cloud spaces or migrate between Cloud and Self-Hosted instances using .tea files."
---
diff --git a/en/basic/field/ai/ai-field.mdx b/en/basic/field/ai/ai-field.mdx
index 75669592..390b901d 100644
--- a/en/basic/field/ai/ai-field.mdx
+++ b/en/basic/field/ai/ai-field.mdx
@@ -134,3 +134,7 @@ Combine multiple fields and your own prompt to generate the result you want.
/>
In addition to Teable's built-in models, Teable also supports [third-party model APIs](/en/basic/ai/custom-model), which you can configure in space settings.
+
+### Generate Image
+
+Attachment fields can use **Generate Image** to create images from text fields, attachment fields, or a combination of both.
diff --git a/zh/basic/ai/ai-chat.mdx b/zh/basic/ai/ai-chat.mdx
index 1dd0de53..aeef035d 100644
--- a/zh/basic/ai/ai-chat.mdx
+++ b/zh/basic/ai/ai-chat.mdx
@@ -5,64 +5,108 @@ description: 使用自然语言与您的数据交互,进行分析、可视化
云端版本所有方案可用;私有部署版本需要商业版及以上方案。
-Teable 的 AI Chat 会读取你当前页面的上下文,帮你把“问数据”变成直接可执行的结果。它适合分析表格、生成图表、继续追问,也可以直接带着上下文去做更复杂的 Agent 任务。
+AI 对话用于分析当前表格数据、解释记录内容、生成临时图表,也可以协助创建或更新表格、视图、应用和自动化。
+
+AI 会优先参考当前页面。需要跨表格、视图、应用、自动化或文件夹时,可以在输入框中输入 `@` 选择相关节点。
## 打开方式
-点击右上角的「Cuppy」图标,就能在任何页面打开 AI 对话。
+打开表格或视图后,点击右上角的 **Cuppy** 图标,即可打开 AI 对话。在输入框中描述问题或任务;如果任务会修改数据或创建节点,建议先让 AI 列出计划,再确认执行。
+
+## AI 会参考哪些内容
+
+AI 会优先参考你当前页面中的信息:
+
+- **当前表格和视图**:包括当前表格、当前视图,以及视图中的筛选和排序结果。
+- **选中的记录**:如果你选中了记录,AI 会把这些记录作为重点参考。
+- **上传的文件**:可以把 PDF、Excel、Word、图片等文件加入对话。
+- **`@` 让 AI 参考更多节点**:在输入框中输入 `@`,可以把目录树里的表格、视图、应用、自动化或文件夹加入对话。
+
+你也可以直接把文件粘贴或拖拽到输入框中。文件会先显示为附件标签,发送后再交给 AI 参考。
+
+## 常见用法
+
+
+
+ 规划业务数据库,创建表格、视图、应用、自动化,或更新已有记录。
+
+
+ 统计当前表格或视图中的数据,也可以结合多个相关节点分析。
+
+
+ 基于已查询的数据生成一次性的图表或报告预览。
+
+
+ 结合 PDF、Excel、Word、图片等附件回答问题。
+
+
-## 上下文范围
+### 创建表格和自动化
-AI Chat 会自动读取你当前正在看的内容,包括:
+AI 不只回答问题,也可以协助创建、更新或整理数据。对于新的业务场景,可以先和 AI 讨论数据结构,再让它继续创建表格、视图、应用和自动化。
-- **当前表格和视图**:会优先使用你正在浏览的表格、视图和筛选结果。
-- **选中的记录和附件**:你在页面里选中的数据、上传的文件,也会一起带上。
-- **手动添加的上下文**:如果你需要跨表提问,可以先把相关表加入上下文。
+适合这样使用:
-## 支持的能力
+- 先帮我规划一个客户跟进系统,需要哪些表和字段?
+- 按刚才的规划,帮我创建这些表格、视图和字段。
+- 给任务表添加优先级、负责人、截止时间和状态字段,并创建常用视图。
+- 把选中的记录状态改成已完成。
+- 根据这个 Excel 创建一张新表,并检查字段类型是否合适。
+- 基于这个客户表创建一个 CRM 应用,包含客户列表、客户详情和跟进记录页面。
+- 当新订单创建时,自动通知负责人,并包含订单号、客户名称和金额。
-### 1. 深度数据分析 (Text-to-SQL)
+如果你要搭建完整业务数据库,可以先让 AI 规划表结构,再继续让它根据计划创建表格、视图、应用和自动化。
-Teable 的 AI Chat 不仅仅是猜测,它本质上就像一位专业的数据分析师。
+
+
+ 说明业务目标,例如我要搭一个客户跟进系统,让 AI 先整理需要哪些表格、字段、视图和自动化。
+
+
+ 检查 AI 给出的表格、字段、字段类型和关联关系,补充缺少的规则或流程。
+
+
+ 让 AI 根据确认后的计划创建表格和视图,再继续补充应用或自动化。
+
+
-- **SQL 生成**:它将您的自然语言问题转化为复杂的、可执行的 SQL 查询。
-- **精确性**:因为它是在数据库中执行代码,所以统计结果(计数、求和、平均值)是 100% 准确的。
-- **复杂逻辑**:能够处理分组、筛选和跨表引用。
- - *"哪个产品类别的季度环比增长率最高?"*
- - *"列出过去 6 个月没有下单但余额大于 0 的客户。"*
+更多应用创建说明,请参考 [应用构建器](/zh/basic/ai/app-builder)。更多自动化说明,请参考 [自动化](/zh/basic/automation)。
-### 2. 智能可视化
+### 分析数据
-瞬间将数据转化为洞察。AI Chat 会为您选择最合适的图表类型。
+你可以直接问当前表格里的数据问题,例如:
-- 柱状图、折线图、饼图、散点图、面积图都可以
-- 你可以继续修改图表,比如“改成堆叠柱状图”或“按地区分组”
-- 如果要做更复杂的展示,可以先让它把数据整理成适合图表的格式
+- 按负责人统计本月完成的任务数量。
+- 找出过去 30 天销售额最高的客户。
+- 帮我分析这个视图里的异常记录。
-### 3. 智能 Agent
+如果问题涉及多个表格,建议用 `@` 把相关表格或视图加入对话。
-AI Chat 不只是回答问题,还可以帮你推进后续动作。
+### 生成临时图表或报告预览
-- **App Builder**:直接从对话开始创建应用
-- **自动化**:描述流程,让 AI 帮你配置触发器和动作
-- **脚本**:让 AI 生成更具体的 JavaScript 脚本
+AI 可以根据已经查询到的数据生成一次性的 HTML 预览,适合临时查看图表或报告:
-### 4. 阅读文件和网页
+- 按周生成销售趋势图。
+- 把这个查询结果做成饼图。
+- 基于这些记录生成一份汇总报告。
-如果你上传了文件,或者模型支持网页搜索,AI 也能把这些内容一起用上。
+
+这种预览不会作为长期应用保存,也不会自动刷新数据。如果你需要长期使用的仪表盘、业务页面或交互式应用,请用 [应用构建器](/zh/basic/ai/app-builder) 创建应用。
+
-- 支持 PDF、Excel、Word、图片等附件
-- 可以把文档内容和表格数据放在一起回答
-- 如果当前模型启用了网页搜索,会显示 `搜索网页` 结果和来源链接
+### 阅读文件
-## 适合新开对话的情况
+上传文件后,可以让 AI 结合文件和表格数据回答问题:
-- 话题已经换了
-- 当前对话太长,结果开始跑偏
-- 你想减少上下文带来的额外算力消耗
+- 总结这个 PDF,并和当前客户记录关联起来。
+- 读取这个 Excel,帮我找出需要导入的字段。
+- 根据这张图片生成产品描述。
-## 最佳实践
+## 提问建议
-- **先说清楚目标**:比起“分析一下”,直接说“分析过去 3 个月每周的销售趋势”
-- **尽量写字段名**:例如“按 `创建时间` 排序”
-- **换话题就新开**:新话题建议开新对话,通常更省算力,也更稳定
+- **先说明目标**:第一条消息尽量写清楚你想做什么、有哪些条件、希望输出成什么样,例如分析过去 3 个月每周销售趋势,按地区分组,并输出一张趋势表和简短结论。
+- **写清字段名**:比如按 `创建时间` 排序,方便 AI 理解你要操作哪一列数据。
+- **提供多样本示例**:需要固定格式输出时,可以提供 3-5 组输入 -> 期望输出示例。
+- **用 `@` 选择节点**:需要参考表格、视图、应用、自动化或文件夹时,直接输入 `@` 选择节点。
+- **先确认再执行**:会修改数据、创建表格、创建应用或启用自动化时,建议先让 AI 说明将要做哪些改动。
+- **按任务选择模型**:如果你的空间支持选择模型,简单查询、整理、改写可用较轻量的模型;复杂规划、跨表分析、应用构建再使用更强模型。
+- **换主题时新开对话**:话题变化、对话太长,或想减少上下文消耗时,建议新开一个对话。
diff --git a/zh/basic/authority-matrix/authority-matrix-practical-guide.mdx b/zh/basic/authority-matrix/authority-matrix-practical-guide.mdx
index 5349a4a8..66b58bc0 100644
--- a/zh/basic/authority-matrix/authority-matrix-practical-guide.mdx
+++ b/zh/basic/authority-matrix/authority-matrix-practical-guide.mdx
@@ -1,5 +1,5 @@
---
-title: "权限矩阵实践指南"
+title: "权限矩阵指南"
---
权限矩阵是一个强大的工具,它能帮助您像搭积木一样,为团队中的每个角色精确地“搭建”出他们所需的数据访问权限。别担心它看起来复杂,让我们通过一个常见的场景,一步步带您上手。
@@ -147,4 +147,4 @@ title: "权限矩阵实践指南"
> - **全局视野**:他打开 `客户信息表`,可以完整地看到公司所有的客户数据,信息一览无余,非常适合做全局复盘和战略分析。
> - **绝对安全**:当他双击任意一条客户记录时,会发现所有的字段都是“只读”状态(通常显示为灰色或不可编辑)。没有任何“保存”、“修改”或“删除”按钮可以点击。这彻底杜绝了任何误操作的可能,让他可以安心地浏览和展示数据。
>
-> 
\ No newline at end of file
+> 
diff --git a/zh/basic/authority-matrix/authority-matrix.mdx b/zh/basic/authority-matrix/authority-matrix.mdx
index 55238d95..f49a24c1 100644
--- a/zh/basic/authority-matrix/authority-matrix.mdx
+++ b/zh/basic/authority-matrix/authority-matrix.mdx
@@ -1,5 +1,5 @@
---
-title: "权限矩阵"
+title: "概览"
description: "允许管理员为团队成员设置细粒度的访问权限。通过这种方式,可以实现对不同数据表、字段和操作的精确控制,确保每个成员只能访问和修改其职责范围内的信息。这不仅提高了团队协作的效率,还增强了数据安全性。"
---
diff --git a/zh/basic/automation.mdx b/zh/basic/automation.mdx
index 46a7e36d..5ef727f7 100644
--- a/zh/basic/automation.mdx
+++ b/zh/basic/automation.mdx
@@ -1,6 +1,6 @@
---
title: "概览"
-description: "Teable 自动化让强大工作流变得简单,只需自然语言即可完成 AI 搭建。"
+description: "使用 AI 或手动配置创建自动化工作流。"
---
Teable 自动化让强大工作流变得简单。无需写代码、无需拖拽、无需复杂配置。你只需用自然语言告诉 AI 你的需求,Teable 会替你处理重复工作。
diff --git a/zh/basic/automation/actions/logic/http-request.mdx b/zh/basic/automation/actions/logic/http-request.mdx
index e15bf7b2..f753eda1 100644
--- a/zh/basic/automation/actions/logic/http-request.mdx
+++ b/zh/basic/automation/actions/logic/http-request.mdx
@@ -82,7 +82,7 @@ HTTP 请求执行后,响应数据可供后续步骤引用。通常包括:
- **状态码**:如 200 表示成功,400 表示请求错误,401 表示认证失败
- **响应体**:API 返回的 JSON 数据
-你可以在后续步骤中通过 **+** 按钮引用响应体中的具体字段。例如,API 返回 `{"result": {"id": "123", "name": "测试"}}` 时,可以引用 `result.id` 的值。
+你可以在后续步骤中通过 **+** 按钮引用响应体中的具体字段。例如,API 返回 `{"result": {"id": "123", "name": "测试"}}` 时,可以引用 `result.id` 的值。通过 **+** 插入动态值时,也可以按需要使用字段路径和格式化选项,便于满足外部 API 对请求格式的要求。
## 具体示例
diff --git a/zh/basic/base/base.mdx b/zh/basic/base/base.mdx
index 2c8c7235..248700ae 100644
--- a/zh/basic/base/base.mdx
+++ b/zh/basic/base/base.mdx
@@ -1,5 +1,5 @@
---
-title: "数据库"
+title: "概览"
description: "创建、管理、导入导出数据库。通过 .tea 文件在 Teable Cloud 空间之间迁移,或在 Cloud 与私有化部署之间迁移数据。"
---
diff --git a/zh/basic/field/ai/ai-field.mdx b/zh/basic/field/ai/ai-field.mdx
index af4abf28..aaf726c8 100644
--- a/zh/basic/field/ai/ai-field.mdx
+++ b/zh/basic/field/ai/ai-field.mdx
@@ -134,3 +134,7 @@ AI 字段适合把原始内容直接变成可用结果。常见场景包括:
/>
除了 Teable 官方提供的模型,Teable 也支持[使用第三方模型 API](/zh/basic/ai/custom-model),可以在空间设置里配置。
+
+### 生成图片
+
+附件字段可以使用 **生成图片**,根据文本字段、附件字段,或两者组合生成图片。
diff --git a/zh/basic/space.mdx b/zh/basic/space.mdx
index 69017bd8..9de43e13 100644
--- a/zh/basic/space.mdx
+++ b/zh/basic/space.mdx
@@ -1,5 +1,5 @@
---
-title: "空间"
+title: "概览"
---
功能层级
