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Uploading Files to a Chat or Proactive Analytics Agent

You can upload an image, PDF, or CSV file into a chat or Proactive Agent.

You can upload files directly into a chat, or a Proactive Agent, for use in analysis.

To upload a file into a chat, click on the + sign on the bottom left of the chat box.

To upload a file into a Proactive Agent, click on the + sign on the bottom right of the message box.

You can upload files such as images, PDF, CSV or raw SQL. For example:

  1. Upload a CSV file of forecast data, business rules or logic to use in an analysis.

  2. Upload an image or PDF file of an existing chart or dashboard you would like to replicate or use as a framework.

  3. Upload custom SQL to help guide Zoë.

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