In-Chat Data Analysis
Your chatbot's end users can upload Excel and CSV files directly in the chat for instant, on-the-fly analysis — no knowledge base setup required.
How It Works
- User clicks the "+" menu in the chat input
- Selects "Upload Document"
- Picks an Excel (.xlsx, .xls) or CSV (.csv) file
- The file processes automatically (a status indicator shows progress)
- Once ready, the user asks questions about the data in natural language
The chatbot analyzes the data using Python (pandas) and returns answers as text, tables, or interactive charts.
Supported File Types
| Format | Extensions |
|---|---|
| Excel | .xlsx, .xls |
| CSV | .csv |
File size limit: 50 MB
What Users Can Ask
Value Lookups
"What was the revenue in Q3?" "How many employees are in the London office?"
Trends & Time Series
"Show the trend for monthly sales over the last year" "How has headcount changed quarter over quarter?"
Comparisons
"Compare expenses across all departments" "Which region had the highest growth?"
Explanations
"Why did profit change from 5M to 3M?" "What drove the revenue increase between Q1 and Q2?"
Aggregations
"What's the average order value by category?" "Sum up all transactions for 2024"
Multi-Sheet Workbooks
For Excel files with multiple sheets, the chatbot automatically selects the most relevant sheet based on the question. Users don't need to specify which sheet to query — the AI figures it out.
Follow-Up Questions
The chatbot remembers context within the conversation. After an initial question, users can ask follow-ups without repeating details:
- User: "What was the net profit for 2024?"
- User: "Break that down by quarter" (chatbot remembers we're talking about net profit)
- User: "Why did Q3 drop?" (chatbot remembers the metric and time context)
Visualizations
Query results are presented with interactive visualizations:
Charts
- Bar charts — for categorical comparisons
- Line charts — for trends and time series
- Doughnut charts — for proportional breakdowns (5 or fewer categories)
Users can toggle between chart types using buttons above the visualization. Charts can be downloaded as PNG.
Tables
- Sortable columns (click to sort)
- Exportable as CSV, JSON, or formatted JSON
- Shows row count and query execution time
Users switch between Chart and Table views using tabs.
In-Chat Uploads vs Knowledge Base
| In-Chat Upload | Knowledge Base | |
|---|---|---|
| Who uploads | End users during a conversation | Chatbot owner via dashboard |
| Purpose | Temporary analysis of a specific file | Permanent searchable knowledge |
| Available in | Only the current conversation | All conversations |
| Retention | Temporary (per-plan limits) | Permanent (until you delete) |
| Setup needed | None — just upload and ask | Upload via dashboard, wait for processing |
Limitations
| Limitation | Details |
|---|---|
| File size | 50 MB maximum |
| Formulas | Values only — formulas are not evaluated |
| Pivot tables | Expanded data only |
| Charts in file | Not extracted |
| Images in cells | Not processed |
| Password-protected | Not supported |