a retune bot can hold that file as a table. you ask in plain words, and it answers with the number, a chart when it helps, and the query it ran.
retune is free if you run your own copy: it runs on your own computer, with an agent that builds what you ask for.
the shop in the video is sunrise bakery. i made it up, sales and all, to show the feature.
the owner drops last year's sales on her bot, about ten thousand rows. she checks the preview and asks which three products grew most in the third quarter. then she opens the query to see how it got there.
the tables feature isn't switched on for new accounts by itself. sign up, then email me at olive@reframe.so and say you want tables (the csv upload) on your bot. once it's on, a tables panel shows up on your bot's train tab, and these are the steps.
the file becomes a table that belongs to that one bot. dates in the usual formats come in as dates. prices with a dollar sign or a comma come in as numbers.
when you ask about the numbers, the bot writes a query, runs it on the table and answers from what comes back. it doesn't read the file as text and guess a total. the chart shows up first, then the answer.
if you ask something that isn't about the file, like "hi", it answers the way it always does. the same bot works in the chat widget too, so a staff-only bot opened on your phone answers as well.
this is the part i'd worry about too, so here's how you check.
every answer comes from a query you can open. show query has the query, a copy button, and the first 20 rows it returned. if a query fails, the bot tries once more. if that fails too, it says so and shows you the query that broke, instead of guessing.
it's still an ai model writing the query, so it can pick the wrong column or the wrong months. when a number matters, open show query and check it.
if your real question is which day something sells best, the letter about fridays walks through that one.
it reads the file you uploaded. it isn't connected to your till or a google sheet, so new sales show up only when you upload a new export. delete the old table first, with the delete button on its row, then upload the new one.
each file comes in as one table, from its first sheet. a bot can hold more than one table, like sales and stock. files over 5 mb, 50,000 rows or 60 columns get turned away with a message that says which limit they hit.
the rows are stored in your retune account, with that bot. the ai model sees the column names, a few sample values and the rows each query returns. it doesn't see the whole file at once.
anyone who can open that bot's chat can ask about the file, and that includes the widget on your website. so put your sales on a separate bot for you and your staff, not the one your customers talk to.
i tested it with the bot's default ai model. if someone changed the model in the bot's settings and the answers stop using the table, switch it back to the default.
it fits if you already export your sales, stock or prices to a spreadsheet and keep meaning to look at them. a year of sales at a small bakery fits, like in the video.
if the file is a price list your staff ask about from the shop floor, the price list letter covers that setup. the same idea works on your bot's own chats: what customers ask your chatbot.
if it's useful, take it. if it's missing something, tell me and i'll build it.
olive