Tables
01Overview
Boards that run on your conversations
Chats move cards, fill in the details and leave a trail your team can follow.AI updates your pipeline
Chats move cards and fill in the details, with no data entry.
A table for any process
Sales, support, onboarding or a process of your own.
- Need
- Refund for order #1038
- Next
- Follow up on Friday
- Owner
Daniel
Every chat in the right place
Each card keeps the need, the next step and the conversation.
Every change on record
Who changed what, and when, on every card.
02How it works
Boards that keep themselves up to date
Set it up once, then let AI handle the busywork.Build a table for any process
Start from a template or a blank table.
AI updates it in real time
Chats move cards and fill in details.
Your team stays aligned
One live view with the full history.
03Use cases
One system for every workflow
Tables adapt to the way each team works, from the first message to a closed deal and everything after.Sales pipeline
Track deals from lead to close and watch stages advance on their own as conversations progress.
Lead management
Capture, qualify, and route incoming leads so nothing slips through the cracks.
Support queue
Triage requests, assign owners, and keep every case moving toward resolution.
Customer onboarding
Walk new customers through each step and see exactly where everyone stands at a glance.
Project tracking
Organize tasks, owners, and deadlines on a board the whole team can follow.
Operations
Model any internal process, from approvals to fulfillment, and run it all on one board.
04Features
Everything a board needs, built in
Simple enough for anyone on your team.Drag and drop
Move cards between stages whenever you want.
Custom columns
Stages and fields that match how you work.
Card details
Notes and comments on every card.
Real-time updates
Everyone sees a change the moment it happens.
Activity log
Every change, who made it and when.
Multiple tables
One for each team or process.
Pair it with Agents
Agents can update your boards for you.
05FAQ
Frequently Asked Questions
What are Invent Tables?
What is a Kanban board and how does it improve workflow?
How does Invent automate Kanban boards and sales pipelines?
How is Invent different from HubSpot, Pipedrive, or Salesforce?
Can Invent Tables be used for support, onboarding, and project management?
Can I customize stages, columns, and table layouts?
Does Invent offer table templates?
Are table updates visible in real time?
Can I track activity and changes on a table?
Is Invent secure for sensitive client data?
How many tables can my organization have?
Is there a free Kanban board for leads and sales pipeline management?
Keep exploring
Our Products
Each one of our products is carefully crafted for you.Assistants
AI Assistants for customer service and sales.
Voice AgentsSoon
Assistants that speak and listen, always.
AgentsSoon
AI that does the work for your team, on its own.
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Your agents on Autopilot or on a schedule.
Inbox
Unified AI Inbox for all your customer channels.
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Knowledge
Your files, website and FAQs, so your AI answers right.
TablesSoon
Visual boards to organize, track, and manage your work.
PaymentsSoon
Get paid right in the chat, on every channel.
StoreSoon
Your catalog, sold in every conversation.