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
- Log in to Talkdesk.
- Navigate to the Studio section in the navigation bar [1].
- Click on Reference Hub from the sidebar [2].
- 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
- Click Create Table [1] and click on Next [2].
- Enter the Table Details [3] (table name, description) and enable team scoping [4], then click on Next.
- Set up the headers for the table [5] (e.g., ID, email, Region) and click on Create.
- Go to the created table and click on Create row [6].
- Rows can be populated manually by entering data directly into the fields and selecting Create row [7] to add each entry.
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.
- 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.