Bulk Upload Links with SPREADSHEETS

Learn how to upload csv/excel spreadsheet files as a data source for Training

Step 1 - View the Bot Settings

Go to your "Your Bots" Page and click on a bot. If you haven't created a Bot yet, read this Quick Start Guide.


Alternatively, you can also click [Home] to access your bots from the Dashboard



Step 2 - Upload Files

  1. Click the [Sources] tab, then click [Spreadsheets].
  2. Click the [upload button] to upload file/s or drag and drop the file/s to the upload box.

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Supported files are: CSV or Excel files with 1 sheet up to 5 MB in size

  • Simply add the links on the spreadsheet, 1 link per row.
  • Make sure there is only 1 sheet in the file


Step 3 - Upload & Train

Click [Upload and Train]


Step 4 - View the Status of Uploaded Files

Click the [Spreadsheets] tab and view the status of the uploaded file/s if it's waiting, processing, and trained.


Step 5 - Configure the File Settings

Click the [3-dot] icon, then click [View Details] to do the following actions:

  • Pause file usage
  • Set reference visibility

Pause File Usage

Toggle ON to temporarily pause file usage as a data Source for your Bot.


Enable or Disable File Visibility as Reference

Toggle ON to set the file to be shown as a reference on your chatbot's responses



Rename the file

  1. Click the [3-dot] icon, then click [View details] to open the file settings
  2. Click [edit], then edit the file name
  3. Click [Save]

Delete the uploaded file

  • Click the [3-dot] icon, then click [Delete]
  • You can also click [View details] to open the file settings, then click [Delete]

View Extracted Data

To quickly view the extracted data to verify the contents of the file you've uploaded, click the [Extracted Data] tab from the file settings panel.