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With WisdomAI, you can integrate and analyze data stored in CSV, TSV, or Excel files. Depending on your goals and permissions, there are three distinct ways to work with these files:
  1. Add Data to a Domain (Admins)
  2. Create a Private Domain (Admins/Explorers)
  3. Attach a File to a Chat (Admins/Explorers)

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1. Add Data to a Domain (Admins)

Admins can add new CSV files as tables or replace existing tables within a shared domain. This change affects the domain-level schema, meaning every Explorer assigned to that domain can query this data. Use this option to make a dataset available to your entire team. Follow the steps below to add data to a domain:
  1. Navigate to Domains and select your target domain.
  2. Click the Data Sources tab.
  3. Click Add Table > from CSV file.
Create Table From Csv Domain01
  1. The domain will come set by default, while you will be able to select the Table Operation:
    • Add as a new CSV Table: Creates a fresh table within the selected domain.
    • Replace an existing CSV Table: Updates the data of a specific table while preserving settings.
  2. If replacing data, select the specific table to be replaced from the Select table to replace dropdown. Upload CSV dialog with 'Replace an existing CSV table' selected, a dropdown to choose the table to replace, and a confirmation state indicating the CSV file is ready for upload
  3. Drag and drop your file into the upload area or click to browse.
  4. Click Continue.
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  1. Configure Columns: Review the detected column types (e.g., String, Integer). You can unmark the checkboxes to exclude specific columns from the upload.
  2. Click Preview.
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  1. Ensure the data in the preview grid maps correctly. Click Create table (or Replace table if updating an existing one).
Data Replacement BehaviorWhen you replace an existing CSV table, the system updates only the raw data. All existing column descriptions, settings, and domain configurations remain intact, only the table data itself is replaced.
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2. Create a Private Domain (Admins/Explorers)

Admins or Explorers can create their own domains by uploading a file. These domains are private by default, and no other user can see them unless the creator explicitly shares them. This method is great for one-off analysis or testing a dataset before sharing it. Follow the steps below to create a domain from the domain switcher:
  1. Navigate to the homepage.
  2. Click the domain switcher.
  3. Select the Upload CSV file… option.
Image showing the Upload CSV option
  1. In the Upload CSV or TSV file modal that opens, leave the default option + Create a New Domain with this CSV selected.
  2. Upload your files and click Continue.
Upload CSV modal window with the Continue button highlighted
  1. The Preview CSV file modal window opens. Click Configure columns to continue.
Preview CSV file modal window with the Configure columns button highlighted
  1. The Configure CSV file modal opens, displaying a preview of all columns detected in your CSV file.
By default, basic configuration options are shown. To access additional controls, switch the Show advanced options toggle ON (top-right corner of the modal).
Check the expandable section below to review all available advanced options and their descriptions.
  1. When you’re done configuring the file, click Start asking questions. A chat opens where you can immediately begin querying your data.
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3. Attach a File to a Chat (Admins/Explorers)

You can upload a file directly into a chat session. While the chat still uses your active domain for general context, the AI will prioritize the data in your uploaded file for that specific conversation. This upload method allows you to ask quick questions about a specific file without creating a new domain. Follow the steps below to attach a file to a chat:
  1. Open any Chat.
  2. Click the Attachment (paperclip) icon in the message bar.
  3. Upload your file.
You can add more than one file and compare them.
  1. Ask questions immediately (e.g., “Summarize the trends in this file”).
Snippet showing the attach files to chat button

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Next Steps

Advanced Data Modeling

Define relationships and context in your data to enable more powerful analysis.

Validate and Test Answers

Understand the methods for verifying the correctness and reliability of generated answers.

Enhance Analysis with Business Context

Improve analysis by providing custom business definitions, synonyms, and other contextual information.