Upload your first dataset
Uploading is the second half of registration. You name your assistant, pick an industry, and hand Inquio a CSV. Everything after that happens on its own.
If you skipped the upload when you created your account, this page also covers how to come back and do it.
Make sure your file is ready before you start. See Prepare your data.
The form
The upload form is Step 2/2 of registration, headed Generate Bot Report Card. It appears once you have entered your verification code.
Bot name
How the assistant appears everywhere in Inquio. Pick something you will recognise in a list six months from now, especially if you expect to add more assistants later. You can rename it at any time.
Your industry
Choose an industry from the list. Your choice determines which industry average your results are compared against in the Benchmark comparison on the Bot Report Card.
Industry cannot be changed after the bot is created. If none of the options is an exact match, pick the closest and treat the benchmark as indicative rather than precise. Choosing Other means you get scores without a meaningful comparison.
Conversations
- Data format help opens Prepare your data.
- Template downloads a correctly formatted example file. If you are assembling the export yourself, start from this.
The limits for a single upload are shown in the drop zone:
| Limit | Starter |
|---|---|
| Period covered | 30 days |
| Conversations | 1,000 |
| File size | 1 MB |
A file over the limit is not rejected; it is trimmed to the oldest 30 days and at most 1,000 conversations. The 1 MB size limit is applied the same way. The report card says the data was truncated, and it describes only the part that fitted.
This matters more than it sounds. Upload two months of conversations and you get a card about the first month. Your most recent conversations — the ones that reflect your assistant as it is now — are the ones thrown away.
So trim the file yourself, keeping the period you actually want analyzed, and check the conversation count before you upload. See Prepare your data.
Growth and Enterprise allow 500 MB files with no cap on conversations or on the period a dataset may cover. See Plans and limits.
Once a file is attached, its name appears with a check mark and Upload & generate becomes active. Selecting it also accepts Inquio's terms and conditions, as noted under the button.
Skipping
Skip for now, I'll do it later creates the bot without data. You can add a dataset whenever you are ready.
What happens next
Inquio validates the file first. If the format is wrong you find out immediately; fix it against Prepare your data and try again.
Once the file is accepted you land on your bot list, with a banner confirming that analysis has started. Your bot shows a Processing state with a spinner.
How long it takes
There is no guaranteed time. The analysis itself usually runs for tens of minutes, and can stretch to a few hours for large files.
Inquio processes datasets in batches, so the wait before your job starts is not predictable. In practice, upload when you have the data rather than when you need the answer.
You will get an email when your Bot Report Card is ready. You do not need to keep the page open or check back.
While you wait
The report card appears only when analysis is complete. There are no partial results, and no way to browse conversations from a dataset that is still processing.
If you already have earlier report cards for this bot, they stay available throughout. Processing a new dataset never affects existing ones.
When it finishes
Your first Bot Report Card is generated and you are emailed a link to it.
- Trend arrows compare your card against the immediately preceding interval of the same length, and those days are not in Inquio yet. They fill in from your second upload onward.
- Defender may be blank, which is a good outcome rather than a missing feature. See Defender.
For a guided read of what you are looking at, see Your first report card.
If you skipped the upload
Open the bot from your bot list and start the upload from there. The form is the same one described above, minus the industry field, which is already set.
If processing fails
A bot whose analysis did not complete shows a failed state in your bot list, with a link to the details. See When processing fails.
Uploading again
On Starter you can upload a new dataset 30 days after your last one, and Add a bot is marked with an Upgrade badge, since Starter holds a single bot. On Growth and Enterprise there is no wait, and you can hold several bots with as many report cards as you need.
See Upload more data for the pattern to follow once you are past the first card.