How to create a chatbot with Excel data?
Step 1 :
Sign Up for Free
Visit Kaily's website and click the “Sign Up” button. You can sign up with your name, email, and password, or log in instantly with your Google or Apple ID.
Step 2 :
Customize Your Chatbot
After you have created an account, customize the chatbot to fit the style of your brand. Select its name, colors, attitude, and overall personality to match your corporate identity.
Step 3 :
Add Data Sources
Upload Excel files, connect to databases, or link to the web by clicking “Add Data Sources.” Turn on auto-sync to keep the responses of your chatbot in sync.
Step 4 :
Test and Deploy
You should start with actual questions that test your chatbot. Once you are ready, launch it to your website or internal tools with the click of a few buttons.
Once deployed, your AI Chatbot for Excel delivers
Instant Excel Q&A
Get immediate answers from Excel files without searching rows, applying filters, or writing formulas - anytime, from any device.
Faster data insights
Analyze totals, trends, comparisons, and summaries instantly, helping teams make faster decisions without waiting for reports.
Reduced analyst dependency
Answer repetitive Excel questions automatically so analysts and managers can focus on high-impact, strategic work.
Multi-sheet data discovery
Query across multiple sheets in the same Excel file and get unified, accurate answers without switching tabs.
Role-based access & security
Authenticate users and restrict Excel data access by role, department, or permission - keeping sensitive information secure.
Multilingual Excel chat
Interact with Excel data in your preferred language, making spreadsheet insights accessible to global teams effortlessly.
