> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Blocks

> Tables, charts, docs, and widgets: the configurable pieces that fill every page, dashboard, and record.

Blocks are the reusable units you place on a surface to render your **live data**. Drop a table or chart on a [dashboard](/surfaces/overview), lay out a [record](/data/records/overview) with property lists and notes, sketch on a whiteboard, or open a widget from the bar. Each is a block. You add one from the block picker in edit mode, set its parameters, and it renders against your workspace and updates as your data changes.

## Get started

<Card title="Add your first block" icon="rocket" horizontal href="/blocks/getting-started">
  Add a block to a page or record and configure it in a few minutes.
</Card>

## What you can do

**Data & reporting**

<CardGroup cols={2}>
  <Card title="Table" icon="table" href="/blocks/embedded/databases/table">
    A sortable, filterable grid of an object's records with inline editing and per-column calculations.
  </Card>

  <Card title="Board, list & grid" icon="table-columns" href="/blocks/embedded/databases/board">
    The same records as a kanban board, a vertical list, or a scannable card gallery.
  </Card>

  <Card title="Calendar" icon="calendar-days" href="/blocks/embedded/databases/calendar">
    Records placed on a month calendar by their date property.
  </Card>

  <Card title="Charts" icon="chart-column" href="/bi/reporting/overview">
    Bar, line, pie, funnel, and heatmap. Grouped and measured on any object.
  </Card>
</CardGroup>

**On a record**

<CardGroup cols={2}>
  <Card title="Property & field lists" icon="list" href="/blocks/embedded/object/property-list">
    The open record's fields as a clean display or a read-write editable list.
  </Card>

  <Card title="Notes" icon="note-sticky" href="/blocks/embedded/object/notes">
    Collaborative rich-text notes attached to a record.
  </Card>

  <Card title="Conversations" icon="comments" href="/blocks/embedded/object/conversation-list">
    The customer threads linked to the record, inline in its layout.
  </Card>

  <Card title="Meetings" icon="calendar" href="/blocks/embedded/object/calendar">
    A record's own upcoming and past meetings, as a grid or a list.
  </Card>
</CardGroup>

**Canvas & docs**

<CardGroup cols={2}>
  <Card title="Whiteboard" icon="chalkboard" href="/blocks/embedded/object/whiteboard">
    A free-form collaborative drawing canvas for sketching and mapping.
  </Card>

  <Card title="Spreadsheet" icon="table-cells" href="/blocks/embedded/object/spreadsheet">
    A collaborative spreadsheet attached to a record or page.
  </Card>

  <Card title="Presentations" icon="presentation-screen" href="/blocks/presentations/overview">
    Slide decks built from workspace data, with Present mode and PDF export.
  </Card>

  <Card title="Usage" icon="gauge" href="/blocks/embedded/usage/usage-table">
    A single big-number usage metric, or a log of the events behind it.
  </Card>
</CardGroup>

**Interactive tools**

<CardGroup cols={3}>
  <Card title="Conversation" icon="comment" href="/blocks/widgets/conversation">
    Manage email, SMS, and chat from the widget bar.
  </Card>

  <Card title="Dialer" icon="phone" href="/blocks/widgets/dialer">
    Place and receive calls without leaving the page.
  </Card>

  <Card title="AI Agent" icon="robot" href="/blocks/widgets/agent">
    A persistent assistant that answers questions and runs tasks.
  </Card>
</CardGroup>

## Feature reference

What each block does and when to reach for it.

| Block                                        | What it does                                                                                                       | Use it when                                  |
| -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------ | -------------------------------------------- |
| **Table**                                    | Spreadsheet-style grid of an object's records: sortable, filterable, inline-editable, with per-column calculations | You manage a collection of records           |
| **Board**                                    | Kanban board grouping records into columns by a status or select property, with drag-and-drop                      | You move records through stages              |
| **List / Grid**                              | Vertical list or card gallery of the same records                                                                  | You want a compact or visual roster          |
| **Calendar**                                 | Records placed on a month calendar by their date property                                                          | Your records have dates to see at a glance   |
| **Charts**                                   | Bar, line, pie, funnel, heatmap, and more. Grouped and measured on any object                                      | You need to visualize metrics and trends     |
| **Property / field list**                    | The open record's fields as a clean display (property list) or a read-write list (field list)                      | You build a record detail layout             |
| **Notes**                                    | Collaborative rich-text notes on a record                                                                          | Your team keeps written context on a record  |
| **Whiteboard**                               | Free-form collaborative drawing canvas                                                                             | You sketch, map, or brainstorm visually      |
| **Spreadsheet**                              | Collaborative spreadsheet attached to a record or page                                                             | You need ad-hoc tabular calculations         |
| **Presentation**                             | Slide-deck editor with live-data templates, Present mode, and PDF export                                           | You build decks from workspace data          |
| **Conversation list / table**                | The threads linked to a record, or a filterable table of all Conversations with bulk actions                       | You surface customer threads in a layout     |
| **Meetings**                                 | A record's own meetings as a grid or list, plus a personal upcoming-events panel                                   | You track meetings tied to a record          |
| **Usage stat / table**                       | A single big-number usage metric or a per-customer usage breakdown                                                 | You report on consumption or billing         |
| **Conversation / Dialer / AI Agent widgets** | Interactive tools that travel with you across the app in the widget bar                                            | You work live. On calls, replies, or with AI |

## Works with

Blocks compose with the rest of Custral. They're never a silo.

<CardGroup cols={2}>
  <Card title="Surfaces" icon="layer-group" href="/surfaces/overview">
    Pages, dashboards, and record layouts. Where every block is placed.
  </Card>

  <Card title="Records" icon="table-list" href="/data/records/overview">
    The objects and records your blocks read and write.
  </Card>

  <Card title="Automations" icon="bolt" href="/automation/overview">
    Action and trigger blocks run inside workflows, sequences, and jobs.
  </Card>

  <Card title="Reporting" icon="chart-line" href="/bi/overview">
    Chart blocks turn any object into dashboards and metrics.
  </Card>
</CardGroup>

## Reference & settings

<CardGroup cols={2}>
  <Card title="Embedded components" icon="puzzle-piece" href="/blocks/embedded/overview">
    The full catalog of blocks you place on pages and record layouts.
  </Card>

  <Card title="Widgets" icon="window-restore" href="/blocks/widgets/overview">
    The dialer, conversation, and AI-agent tools in the widget bar.
  </Card>

  <Card title="Presentations" icon="presentation-screen" href="/blocks/presentations/overview">
    Slide decks, plus their templates, themes, and layouts.
  </Card>

  <Card title="Block concepts" icon="gears" href="/blocks/concept">
    How blocks, parameters, and providers fit together.
  </Card>
</CardGroup>

## Related

* [Block concepts](/blocks/concept): blocks, parameters, and providers explained.
* [Reporting](/bi/reporting/overview): the chart blocks you add to a dashboard.
* [Automations](/automation/overview): where action and trigger blocks run.
* [Surfaces](/surfaces/overview): the pages and dashboards blocks live on.
* Try it in a [sandbox](/start/sandboxes/overview) first, no risk to real data.


## Related topics

- [Embed blocks](/dev/embeds/overview.md)
- [Get started with Blocks](/blocks/getting-started.md)
- [Blocked Senders](/comms/email/blocked-senders.md)
- [Core Concepts](/blocks/concept.md)
- [Calendar & Meetings](/blocks/embedded/object/calendar.md)
