Managing your business data doesn’t have to be complicated. Now you can upload tables from your CSV or Excel files directly into your system and ask questions about your data in plain English. This makes it simple to access important information like customer lists, product details, or transactions without needing advanced tech skills.
📌 Why This Matters
Having your structured business data easily searchable means you can save time and reduce mistakes. Instead of digging through spreadsheets or databases, just ask a question and get the answer instantly. This helps you stay organized and make informed decisions quickly.
✨ What’s New
- Upload from CSV and Excel Files: Bring in your data from spreadsheets like customer lists or product inventories with a simple upload.
- Natural Language Search: Ask questions using everyday language, such as “Show orders from last month” or “Find customers in New York,” and get relevant results right away.
- Automatic Setup: The system detects the type of data in each column (text, numbers, dates, yes/no) without needing you to configure anything.
- Easy Navigation: View your data with clear page controls, browsing up to 100 rows at a time to find exactly what you need.
- Customize Columns: Choose which columns are searchable or mandatory, rename them for clarity, and control how your data is used to improve search accuracy.

🛠️ How to Use It
- Open your Knowledge Base area and go to the Table Data section.
- Click to upload your CSV or Excel file. Remember the file can be up to 10MB and include up to 20 columns.
- Check the automatically detected column types and make any changes if needed. You can also mark which columns should be searchable or required.
- Wait a moment for the system to process the file. Once done, start asking questions about your data in plain language.
💡 Pro Tip
Keep your customer lists or product info updated with fresh uploads so you can always find the latest details quickly and make faster business decisions.