Step 1 - View the Bot Settings

Click [Home] from the left hand side menu to access your [Dashboard]. Click to open a bot from the the "Your Bots" section. If you haven't created a Bot yet, read this Quick Start Guide.

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

Pause File Usage

Click the [3-dot] icon, then click [View Details]. Then 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.