> For the complete documentation index, see [llms.txt](https://docs.aisera.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aisera.com/aisera-copilot/using-aisera-assistant-copilot/conversational-csv-analytics.md).

# Conversational CSV Analytics

You can upload CSV documents and generate charts, graphs, and insights using natural language queries. You can iteratively refine outputs through follow-up questions such as filtering, grouping, or changing visualization types.

The Aisera Gen AI Platform automatically interprets column headers so you can convert raw CSV data into presentation-ready visualizations that can be downloaded and reused externally.

This capability is designed to support lightweight data analysis without requiring spreadsheet tools or BI expertise.

## CSV Visualization Mode

To visualize CSV data in AI Copilot

1. In the chat input bar, select the **+** icon on the left.
2. From the menu, select **Visualize CSV data**. This opens the CSV Data Panel on the right.
3. Upload your CSV file by licking **Click to upload** or dragging and dropping it into the upload area.
4. Once uploaded, select the **checkbox** next to the file you wan to visualize.

With your file selected, type your query in the chat to generate a visualization.

While you're in the CSV Visualization Mode:

* Only CSV file uploads are supported.
* You can only upload files with a .csv extension.
* The most recently uploaded CSV file is treated as the active dataset.
* The active file is displayed in the right panel.
* You can generate charts and visualizations.
* Ask follow-up questions such as:
  * Changing graph types (such as: bar charts, line charts, and pie charts)
  * Applying filters or transformations

After you've entered the CSV Visualization Mode, an initial prompt asks you to upload a CSV file before proceeding.

### Follow Up Queries

All follow-up queries operate on the currently active CSV dataset.

When you select a CSV file on the landing page, the default conversation prompts are replaced with data-analysis prompts, such as:

* Show revenue by month
* Bar chart of sales by region
* Top 10 products by revenue
* Average response time by agent
* Compare this month vs. last month
* Show me a summary of the data

### CSV File Requirements:

* **File format:** .csv
* **Max file size:** 10MB
* **Must include a header row**

The file upload supports UTF-8 encoding to support international languages. Missing fields and rows are ignored by the platform. Currently the upload only supports & validates date formats in US English (MM/DD/YYYY) format.

### Supported Chart Types

The supported chart types include:

* Bar chart
* Line chart
* Pie chart
* Area chart
* Scatter plot

### Chart Export

The chart export function returns base64-encoded chart images that can be exported in the following formats:

* PNG
* PDF

The Copilot UI renders the chart with hover-activated PNG and PDF download buttons

The CSV Data Panel shows a locked state: upload zone disabled, "Locked to this conversation" label, warning banner, Clear link hidden

### Sidebar & Conversation Library <a href="#sidebar-and-conversation-library" id="sidebar-and-conversation-library"></a>

* Visualization threads stored in the same conversation library as regular threads (no separate section)
* **No visual indicator**: CSV threads look identical to normal threads in the sidebar. Conversation type is tracked internally only.
* Thread title is set by conversation server (not UI). Can be renamed by user.

## Leaving the CSV Visualization Mode

Clicking **New Conversation** at any time takes you out of the CSV Visualization Mode and opens the original landing page.

Clicking a visualization thread from the **Conversation History** takes you back to the CSV Visualization mode.<br>