Chat with Your Data Table in your Spreadsheets using AI

This tutorial explains how to create a chatbot that allows you to interact with your data table in your Excel or CSV files. This is a great way to explore and analyze your data dynamically and gain insights through conversational interactions.

1. On your dashboard, click "New Project", and then choose "Chatbot" from the available experiment options:

2. On the next screen, choose the "Chat with Your Data Table" option to start interacting with your data.

3. The file to be uploaded should contain rows of data with headers clearly defining each column, Here's an example of what a typical CSV file looks like:

5. On the next screen, drag and drop your file or click "Choose files" to browse and upload a file. Once your file is uploaded, click the "Build project" button and wait for the chatbot project to be created.

4. After your project is created, in the "Settings" tab you'll be able to refine and enhance your chatbot's functionality. You’ll find the Metadata section here, in this section you’ll see a table displaying the columns of your data. For each column, the following actions are available:
   

• View Description and Data Type: See the system’s initial interpretation of each column.
• Edit Description: Add a clear description for each column to improve the chatbot's understanding of your data.
• Edit Data Type: Correct any detected data types (e.g., change "text" to "date" if applicable).
• Remove Unnecessary Columns: Hide columns that are irrelevant to the chatbot. These can be restored later if needed.

Tip: Providing accurate descriptions and correcting data types can significantly enhance the chatbot's responses.

5. Once you've configured your settings and metadata, click the "Save" button at the bottom of the page.

6. Click the “Chat” tab. In the interaction interface, ask questions or make requests related to your data. For example:

• "What are the top values in the Sales column?"
• "Show me rows where the Status column equals 'Completed'."
• "Summarize the data in the Revenue column by category."

Updated on: 22/11/2024