The new CSV Data Import & Lookup feature in ChimeV5 enables tenants to upload CSV files and use them for real-time data lookups within chat pipelines. This empowers both AI and human agents to retrieve relevant information efficiently, enhancing customer support interactions.

Feature Overview

The ChimeV5.datalookup.csv2column feature allows:

Tenants to upload and manage CSV files for data retrieval.
Real-time lookups in chat pipelines to fetch relevant information based on user queries.
Enhanced session-based metadata storage for tracking account details.

Features Page: Data Lookup CSV2Column

Data lookup CSV to Column Feature — The new **Data Lookup CSV2Column** page in the Admin menu provides an interface for managing CSV file uploads, deletions, and updates. This is the first step in enabling CSV-based lookups in chat pipelines.

Admin Configuration: Managing CSV Files

Administrators can navigate to the Data Lookup Configuration page to:

Upload a new CSV file for lookups.
Delete or replace an existing CSV file.

Once uploaded, the CSV file becomes available for use in chat pipeline lookups.

Pipeline Configuration: Using JavaScript for Lookups

To enable CSV lookups in a chat pipeline, configure a JavaScript activity within the pipeline. The new datalookupCSV2Column method allows retrieving account details based on a unique identifier.

JavaScript Function Usage

var account = datalookupCSV2Column("accountNumber");

datalookupCSV2Column(accountNumber): Fetches account details from the uploaded CSV file.

Metadata Variables in Data Lookup

When retrieving data, the following metadata values are used to store information within the session:

Guest.AccountNumber – Stores the retrieved account number.
Guest.AccountName – Stores the associated account name.
Guest.AccountResponsible – Tracks the responsible contact for the account.

These metadata values ensure that retrieved information is accessible throughout the chat session.

Guest Web Client: Using the Data Lookup Script

To integrate the CSV lookup functionality within the guest web client, use the following JavaScript snippet:

var accountNumber = "12345"; // Example account number
var account = datalookupCSV2Column(accountNumber);

This script retrieves the account details for a given account number.

Conclusion

The new CSV Data Import & Lookup feature in ChimeV5 provides a powerful way to integrate external data into chat interactions. By enabling tenants to upload CSV files and perform real-time lookups, this feature enhances both AI-driven and human-assisted support workflows, improving efficiency and customer satisfaction.

Administrators should explore the Data Lookup CSV2Column feature to configure and manage CSV files, while developers can leverage JavaScript methods to integrate lookups seamlessly into their chat pipelines.

Simplifying Data Management with CSV Import and Lookup