Bring Your Own Data to Zoë
The CSV upload feature lets you analyze external data files instantly through natural conversation. No importing, no configuration - just upload and ask questions.
What You'll Learn
Upload single or multiple CSV files
Explore table structures and relationships
View sample data from your files
Identify key metrics from your columns
Continue analysis without re-uploading
Quick Start: Uploading Your Files
Getting Files Into Zoë
The upload process takes seconds:
Click the Upload a File button at the bottom of the chat box
Navigate to your folder containing CSV files
Select one or multiple files (hold Ctrl/Cmd for multiple)
Files appear in your chat, ready for analysis
Example: Upload four related CSV files - orders, customers, products, and inventory - all at once.
Analyzing Your Uploaded Data
Understanding Your Tables
Once uploaded, start exploring immediately:
Example Questions:
"Scan these tables and identify their structure"
"What relationships exist between these tables?"
"Show me all column names across the uploaded files"
Zoë automatically:
Maps table structures
Identifies potential join keys
Recognizes data types
Suggests relationships
Viewing Your Data
Get instant previews of your uploaded data:
Example Query: "Display the first 10 rows of the orders table"
Zoë will:
Show a formatted preview
Include column headers
Display data types
Highlight any data quality issues
Discovering Metrics
Let Zoë identify analytical opportunities in your data:
Example Question: "What key metrics can be built from these table columns?"
Zoë analyzes your columns and suggests:
Calculable KPIs
Possible aggregations
Trend analyses
Comparison metrics
Continuing Your Analysis
After uploading, your files remain available throughout the conversation. Build on your initial exploration:
Progressive Analysis Example:
"Show me total sales from the orders file"
"Break that down by product category"
"Which customers contributed most to each category?"
"What's the average order value by customer segment?"
Best Practices
File Preparation
Ensure CSV files have headers in the first row
Use consistent naming for related columns across files
Remove special characters from column names
Check for consistent date formats
Effective Questions
Be Specific About:
Table names: "in the orders table" vs "in the data"
Column references: "using the customer_id column"
Calculations needed: "sum of quantity times price"
Common Use Cases
Ad-hoc Analysis: "Analyze this vendor price list against our current costs"
Data Validation: "Compare this customer export with our database records"
External Reporting: "Create a summary of this third-party sales data"
Quick Insights: "What patterns exist in this survey response file?"
Pro Tips
Working with Multiple Files
When uploading related files:
Upload them together for better relationship detection
Ask Zoë to map connections first
Build analyses that span multiple tables
Memory Within Conversation
Uploaded files persist throughout your chat session
Reference them by name in subsequent questions
No need to re-upload for follow-up analyses
Troubleshooting
If Zoë can't read your file:
Verify it's a proper CSV format
Check for encoding issues (UTF-8 recommended)
Ensure file isn't corrupted or empty
If relationships aren't detected:
Specify join columns explicitly
Check for matching column names
Verify data type compatibility
You're Ready!
Start by uploading a CSV file you work with regularly. Ask Zoë to summarize what's in it, then explore from there. No SQL, no setup - just immediate analysis of your data.
Your first challenge: Upload a CSV and ask these three questions:
"What's in this file?"
"What metrics can we calculate?"
"Show me the most interesting pattern in this data"
Need Help?
In-app support: Click "Help" in left navbar
Contact support: [email protected]
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