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Overview

The Reference hub is a feature that allows the creation of Reference Tables to store data that can be reused across an organization. Talkdesk Studio™ is the first adopter of this tool, enabling a move away from hard-coded values in favor of a centralized source of truth. By using the Reference Table Lookup component in Studio, flows can dynamically retrieve information, making updates faster and more efficient.

How to Access Reference Hub & Reference Tables

1. Log in to Talkdesk.
2. Navigate to the Studio section in the navigation bar [1].
3. Click on Reference Hub from the sidebar [2].
4. From here, you can view, edit, or delete any existing reference tables currently in use in your account or create new ones.
   
    

How to Create a Reference Table

1. Click Create Table [1] and click on Next [2].

2. Enter the Table Details [3] (table name, description) and enable team scoping [4], then click on Next.

3. Set up the headers for the table [5] (e.g., ID, email, Region) and click on Create. 

4. Go to the created table and click on Create row [6].

5. Rows can be populated manually by entering data directly into the fields and selecting Create row [7] to add each entry.

Note: You can also resize columns within your reference tables to improve visual organization, support fuzzy matching, and find key values more effectively.

How to Use Reference Tables in Studio Flow

Once the table is live, it can be connected to Studio flows to replace hard-coded values with dynamic references.

1. Open a Studio Flow and add a Reference Lookup [1] component to a canvas.

2. Add the reference table key and select the Outputs [2]. 

3. After selecting the reference table, create a variable [3]. 
4. Choose the available dynamic values [4] and add them to the flow logic.
5. Save & Publish: Your flow is now linked to the table. If you change a value in the reference table later, we automatically reflect that change in the flow logic without you needing to edit the flow itself.

Note: To maintain the integrity of your business logic, you can only delete a reference table if it is not currently in use inside any active Studio Flow.