How to become more efficient when working with tabular data

Having to constantly switch between data sheets and customer conversations is not the most efficient use of time for a customer support agent. This is where Threado AI can help.
Priyanshu Anand
January 4, 2024

How to become more efficient when working with tabular data

Having to constantly switch between data sheets and customer conversations is not the most efficient use of time for a customer support agent. This is where Threado AI can help.
Priyanshu Anand
January 4, 2024

How to become more efficient when working with tabular data

Having to constantly switch between data sheets and customer conversations is not the most efficient use of time for a customer support agent. This is where Threado AI can help.
Priyanshu Anand
January 3, 2024
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Excel has been around for decades as not only one of the go-to ways to make data more comprehensible but also serves as the bread and butter for a lot of people. If you’re reading this right now, it can almost be guaranteed that you're working with tabular data in your life and/or using it constantly for work. And you would also agree with the fact that larger data with thousands of entries can be difficult to read and interpret, not to mention time-consuming.

Furthermore, a lot of these data points need to be referenced instantly, especially within the context of customer support where being swift can be the difference between a good or bad customer experience. Having to constantly switch between data sheets and customer conversations is not the most efficient use of time for a customer support agent. This is where Threado AI can help.

Train Threado AI on tabular data

Threado AI can be trained on tabular data through CSVs and then queried on Slack channels which saves you the time and effort needed to manually search through the data. Ask the bot anything related to the data and it gives you a complete and comprehensive answer within seconds, despite how large the data set might be.

A step-by-step guide to training Threado AI on tabular data

In order to leverage the bot and query it on the data sets you want, it needs to be trained on them first. Here are the steps to follow -

1. Signup to Threado, if you haven’t already.

2. Go to the Train tab on your Bot dashboard where you will see an option to train your bot on CSVs.  

3. If you already have your tabular data as CSVs, upload it here directly. Otherwise, export the data as CSVs first, and then add it.

4. After the bot has been successfully trained, you can start using it on your Slack channels, the web widget, or test it out on the Test tab.

a. To install Threado AI on your Slack channel, navigate to the Install tab on the Bot dashboard.

b. Under ‘Add to Slack’, click on Connect and go through the steps to complete the integration of your Slack channel with Threado AI. Remember, you must have admin access to be able to complete this step. If you don’t, well, ask your admin to complete this step for you or make you an admin.

c. After successfully integrating, you can choose which channels you want to install the bot on, and in these channels, the bot auto-responds to any questions that are posted.

5. Perfect! Now that you have trained the bot, and installed it on Slack, all that’s left is to start asking your queries. To invoke querying tabular data, you need to use the /lookup command on Slack, followed by the query.

Use the bot to get customer information anytime

The bot can give you customer information in seconds without having to refer to databases or search through data. Upload all customer information to the bot and query it simply on your internal Slack channel to get any information you want.

For example - you want to know which customers are on the Starter plan of your paid subscription. Use the /lookup command and ask the question, and the bot replies with the answer.

Use the bot to get employee information

Especially in larger organizations where you’re not aware of the folks working in other departments or might need some information about your co-workers, the bot can help you with all of it.

For example - you want information about a colleague such as their email address, department, ID, address, etc. Use the /lookup command to get all these details if they’re on the datasheet.

Use the bot to get team updates and improve coordination

As a support team, proper coordination and awareness of your team are extremely important because otherwise, the chances of customer support getting hampered get bigger. This is why maintaining a roaster or a routine sheet can be helpful for the team to function better.

For example - You can use the AI bot to know which of your teammates are working the evening shift today. Simply use the /lookup command the bot gives you what you need.

Other use cases to consider

  • Searching for customers’ recently asked questions - Maintain a roaster of recently answered questions of your customers or the recently raised tickets and train the bot on it.
  • Contact information of a customer - A data sheet with all your customer info such as organization, email, subscription plan, activity, etc.
  • Ways to respond to questions - Make a data sheet of answers to respond with when a customer asks a specific question. This can be great for agent assistance, particularly for newer agents who might be new to this.
  • Lead status and funnel info for sales teams - You can maintain a sheet of potential leads along with status that the sales team can use to personalize or prioritize their approach.

Excel has been around for decades as not only one of the go-to ways to make data more comprehensible but also serves as the bread and butter for a lot of people. If you’re reading this right now, it can almost be guaranteed that you're working with tabular data in your life and/or using it constantly for work. And you would also agree with the fact that larger data with thousands of entries can be difficult to read and interpret, not to mention time-consuming.

Furthermore, a lot of these data points need to be referenced instantly, especially within the context of customer support where being swift can be the difference between a good or bad customer experience. Having to constantly switch between data sheets and customer conversations is not the most efficient use of time for a customer support agent. This is where Threado AI can help.

Train Threado AI on tabular data

Threado AI can be trained on tabular data through CSVs and then queried on Slack channels which saves you the time and effort needed to manually search through the data. Ask the bot anything related to the data and it gives you a complete and comprehensive answer within seconds, despite how large the data set might be.

A step-by-step guide to training Threado AI on tabular data

In order to leverage the bot and query it on the data sets you want, it needs to be trained on them first. Here are the steps to follow -

1. Signup to Threado, if you haven’t already.

2. Go to the Train tab on your Bot dashboard where you will see an option to train your bot on CSVs.  

3. If you already have your tabular data as CSVs, upload it here directly. Otherwise, export the data as CSVs first, and then add it.

4. After the bot has been successfully trained, you can start using it on your Slack channels, the web widget, or test it out on the Test tab.

a. To install Threado AI on your Slack channel, navigate to the Install tab on the Bot dashboard.

b. Under ‘Add to Slack’, click on Connect and go through the steps to complete the integration of your Slack channel with Threado AI. Remember, you must have admin access to be able to complete this step. If you don’t, well, ask your admin to complete this step for you or make you an admin.

c. After successfully integrating, you can choose which channels you want to install the bot on, and in these channels, the bot auto-responds to any questions that are posted.

5. Perfect! Now that you have trained the bot, and installed it on Slack, all that’s left is to start asking your queries. To invoke querying tabular data, you need to use the /lookup command on Slack, followed by the query.

Use the bot to get customer information anytime

The bot can give you customer information in seconds without having to refer to databases or search through data. Upload all customer information to the bot and query it simply on your internal Slack channel to get any information you want.

For example - you want to know which customers are on the Starter plan of your paid subscription. Use the /lookup command and ask the question, and the bot replies with the answer.

Use the bot to get employee information

Especially in larger organizations where you’re not aware of the folks working in other departments or might need some information about your co-workers, the bot can help you with all of it.

For example - you want information about a colleague such as their email address, department, ID, address, etc. Use the /lookup command to get all these details if they’re on the datasheet.

Use the bot to get team updates and improve coordination

As a support team, proper coordination and awareness of your team are extremely important because otherwise, the chances of customer support getting hampered get bigger. This is why maintaining a roaster or a routine sheet can be helpful for the team to function better.

For example - You can use the AI bot to know which of your teammates are working the evening shift today. Simply use the /lookup command the bot gives you what you need.

Other use cases to consider

  • Searching for customers’ recently asked questions - Maintain a roaster of recently answered questions of your customers or the recently raised tickets and train the bot on it.
  • Contact information of a customer - A data sheet with all your customer info such as organization, email, subscription plan, activity, etc.
  • Ways to respond to questions - Make a data sheet of answers to respond with when a customer asks a specific question. This can be great for agent assistance, particularly for newer agents who might be new to this.
  • Lead status and funnel info for sales teams - You can maintain a sheet of potential leads along with status that the sales team can use to personalize or prioritize their approach.

Start your 21 day free trial
Start your 21 day free trial
Start your 21 day free trial

Heading

Excel has been around for decades as not only one of the go-to ways to make data more comprehensible but also serves as the bread and butter for a lot of people. If you’re reading this right now, it can almost be guaranteed that you're working with tabular data in your life and/or using it constantly for work. And you would also agree with the fact that larger data with thousands of entries can be difficult to read and interpret, not to mention time-consuming.

Furthermore, a lot of these data points need to be referenced instantly, especially within the context of customer support where being swift can be the difference between a good or bad customer experience. Having to constantly switch between data sheets and customer conversations is not the most efficient use of time for a customer support agent. This is where Threado AI can help.

Train Threado AI on tabular data

Threado AI can be trained on tabular data through CSVs and then queried on Slack channels which saves you the time and effort needed to manually search through the data. Ask the bot anything related to the data and it gives you a complete and comprehensive answer within seconds, despite how large the data set might be.

A step-by-step guide to training Threado AI on tabular data

In order to leverage the bot and query it on the data sets you want, it needs to be trained on them first. Here are the steps to follow -

1. Signup to Threado, if you haven’t already.

2. Go to the Train tab on your Bot dashboard where you will see an option to train your bot on CSVs.  

3. If you already have your tabular data as CSVs, upload it here directly. Otherwise, export the data as CSVs first, and then add it.

4. After the bot has been successfully trained, you can start using it on your Slack channels, the web widget, or test it out on the Test tab.

a. To install Threado AI on your Slack channel, navigate to the Install tab on the Bot dashboard.

b. Under ‘Add to Slack’, click on Connect and go through the steps to complete the integration of your Slack channel with Threado AI. Remember, you must have admin access to be able to complete this step. If you don’t, well, ask your admin to complete this step for you or make you an admin.

c. After successfully integrating, you can choose which channels you want to install the bot on, and in these channels, the bot auto-responds to any questions that are posted.

5. Perfect! Now that you have trained the bot, and installed it on Slack, all that’s left is to start asking your queries. To invoke querying tabular data, you need to use the /lookup command on Slack, followed by the query.

Use the bot to get customer information anytime

The bot can give you customer information in seconds without having to refer to databases or search through data. Upload all customer information to the bot and query it simply on your internal Slack channel to get any information you want.

For example - you want to know which customers are on the Starter plan of your paid subscription. Use the /lookup command and ask the question, and the bot replies with the answer.

Use the bot to get employee information

Especially in larger organizations where you’re not aware of the folks working in other departments or might need some information about your co-workers, the bot can help you with all of it.

For example - you want information about a colleague such as their email address, department, ID, address, etc. Use the /lookup command to get all these details if they’re on the datasheet.

Use the bot to get team updates and improve coordination

As a support team, proper coordination and awareness of your team are extremely important because otherwise, the chances of customer support getting hampered get bigger. This is why maintaining a roaster or a routine sheet can be helpful for the team to function better.

For example - You can use the AI bot to know which of your teammates are working the evening shift today. Simply use the /lookup command the bot gives you what you need.

Other use cases to consider

  • Searching for customers’ recently asked questions - Maintain a roaster of recently answered questions of your customers or the recently raised tickets and train the bot on it.
  • Contact information of a customer - A data sheet with all your customer info such as organization, email, subscription plan, activity, etc.
  • Ways to respond to questions - Make a data sheet of answers to respond with when a customer asks a specific question. This can be great for agent assistance, particularly for newer agents who might be new to this.
  • Lead status and funnel info for sales teams - You can maintain a sheet of potential leads along with status that the sales team can use to personalize or prioritize their approach.

Excel has been around for decades as not only one of the go-to ways to make data more comprehensible but also serves as the bread and butter for a lot of people. If you’re reading this right now, it can almost be guaranteed that you're working with tabular data in your life and/or using it constantly for work. And you would also agree with the fact that larger data with thousands of entries can be difficult to read and interpret, not to mention time-consuming.

Furthermore, a lot of these data points need to be referenced instantly, especially within the context of customer support where being swift can be the difference between a good or bad customer experience. Having to constantly switch between data sheets and customer conversations is not the most efficient use of time for a customer support agent. This is where Threado AI can help.

Train Threado AI on tabular data

Threado AI can be trained on tabular data through CSVs and then queried on Slack channels which saves you the time and effort needed to manually search through the data. Ask the bot anything related to the data and it gives you a complete and comprehensive answer within seconds, despite how large the data set might be.

A step-by-step guide to training Threado AI on tabular data

In order to leverage the bot and query it on the data sets you want, it needs to be trained on them first. Here are the steps to follow -

1. Signup to Threado, if you haven’t already.

2. Go to the Train tab on your Bot dashboard where you will see an option to train your bot on CSVs.  

3. If you already have your tabular data as CSVs, upload it here directly. Otherwise, export the data as CSVs first, and then add it.

4. After the bot has been successfully trained, you can start using it on your Slack channels, the web widget, or test it out on the Test tab.

a. To install Threado AI on your Slack channel, navigate to the Install tab on the Bot dashboard.

b. Under ‘Add to Slack’, click on Connect and go through the steps to complete the integration of your Slack channel with Threado AI. Remember, you must have admin access to be able to complete this step. If you don’t, well, ask your admin to complete this step for you or make you an admin.

c. After successfully integrating, you can choose which channels you want to install the bot on, and in these channels, the bot auto-responds to any questions that are posted.

5. Perfect! Now that you have trained the bot, and installed it on Slack, all that’s left is to start asking your queries. To invoke querying tabular data, you need to use the /lookup command on Slack, followed by the query.

Use the bot to get customer information anytime

The bot can give you customer information in seconds without having to refer to databases or search through data. Upload all customer information to the bot and query it simply on your internal Slack channel to get any information you want.

For example - you want to know which customers are on the Starter plan of your paid subscription. Use the /lookup command and ask the question, and the bot replies with the answer.

Use the bot to get employee information

Especially in larger organizations where you’re not aware of the folks working in other departments or might need some information about your co-workers, the bot can help you with all of it.

For example - you want information about a colleague such as their email address, department, ID, address, etc. Use the /lookup command to get all these details if they’re on the datasheet.

Use the bot to get team updates and improve coordination

As a support team, proper coordination and awareness of your team are extremely important because otherwise, the chances of customer support getting hampered get bigger. This is why maintaining a roaster or a routine sheet can be helpful for the team to function better.

For example - You can use the AI bot to know which of your teammates are working the evening shift today. Simply use the /lookup command the bot gives you what you need.

Other use cases to consider

  • Searching for customers’ recently asked questions - Maintain a roaster of recently answered questions of your customers or the recently raised tickets and train the bot on it.
  • Contact information of a customer - A data sheet with all your customer info such as organization, email, subscription plan, activity, etc.
  • Ways to respond to questions - Make a data sheet of answers to respond with when a customer asks a specific question. This can be great for agent assistance, particularly for newer agents who might be new to this.
  • Lead status and funnel info for sales teams - You can maintain a sheet of potential leads along with status that the sales team can use to personalize or prioritize their approach.
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