📊 Business Chatbot
⚙ Settings
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Knowledge Base
+ Add Source
Excel / CSV, Google Sheet, PDF / Word, website. Each source can have a name, category and prompt; every sheet tab can have its own prompt.
Quick upload: drop a file here
no form needed; add a prompt later with ✎
Your sources
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Hello! Upload your files and ask anything — in English, Hindi or Hinglish.
total sales in Lucknow last month
city wise sales in 2025
what are the payment terms in the PDF?
top 3 products by quantity
monthly sales graph for 2025
pie chart of city wise sales
category wise sales in 2025 as a table
show the dashboard images
Send
Add Knowledge Source
Give the source a name, a prompt and a file/link. Sheet tabs are detected automatically; each tab can have its own prompt.
✕
1
Source details
Name and category; describe what the data is and how the AI should use it.
Source name *
Category
Description / prompt for this source
2
Source type & upload
Choose a type and give a file or link.
📊
Excel / CSV
XLSX, XLS, CSV
🔗
Sheet URL
Google Sheet link
📄
PDF / DOCX
Documents
🌐
Website
Saare pages, images, videos
Excel / CSV file chuno
Website ke saare pages bhi laayein
3
Tabs & prompts
Sheet tabs appear here automatically. For each tab, write what it holds and how the AI should read it.
Tab names appear here after the file is uploaded.
Cancel
💾 Save Source
⚙ Chatbot Settings
✕
General
Instructions
Display rules
AI account
WhatsApp
Bot name
Welcome message
Reply language
Auto (same as the question)
Hinglish
Hindi
English
Suggested questions (one per line, shown on the empty chat)
System instructions — persona, tone, business terms, what to emphasise
This only shapes style, language and business vocabulary. The data rules (answer only from your data, never invent numbers) always apply.
Show as a table when the result has more than
rows
Standard: 5. Chhote results text me, bade results seedha table me.
Charts
Only when asked ("graph me dikhao")
Always show a chart when possible
Default chart type
Bar
Line
Pie
Show "what I understood" line under analyst answers
Show sources under answers
Blank = the server's own AI account is used. With your own key, only this client's questions run on it.
Provider
Server default
OpenAI
OpenRouter
Anthropic (Claude)
Model
API key
Base URL (optional, https only)
Remove stored key
1. WhatsApp number
MIS WhatsApp gateway (API key + channel id)
wa.apimis.in (API key + phone id)
Meta Cloud API (official)
Add number
2. Allowed senders (numbers that may ask questions)
can upload files
Add sender
Save