AI Assistant - Knowledge Base Tables

Give your AI Assistant instant access to tables! Table Search in Enrollio's Knowledge Base lets you upload CSV files and query them with natural-language questions, turning static rows of data into dynamic knowledge your AI can use during conversations with families.

What is Table Search in Knowledge Base?

Table Search adds a new "Table Source" type to Enrollio's Knowledge Base. By ingesting CSV files (up to 50,000 rows, 500 columns, selecting the 20 most relevant columns), the platform semantically indexes every record so your AI can answer questions about families, enrollment data, waitlists, or any other structured data you provide.

Unlike keyword search, Enrollio applies semantic similarity matching. This means parents and staff can ask plain-English questions and receive context-aware results.

Key Benefits of Table Search

  • Natural-language queries: Ask plain-English questions about your data without formulas or filters
  • Semantic search intelligence: Returns accurate, context-aware answers from relevant rows and columns
  • Large CSV support: Handles up to 50,000 rows and 500 columns; select the 20 most relevant for indexing
  • Beyond web pages: Surfaces structured data that web pages and documents don't capture well
  • AI enablement: Lets your AI Assistant handle family records, enrollment data, program details, and similar tabular information

How to Set Up Table Search in Knowledge Base

  1. Open AI Assistant → Knowledge Base
  2. Edit an existing Knowledge Base, or click Create Knowledge Base and give it a name and description
  3. Click Add Source, then choose Tables
  4. Upload your CSV file using drag-and-drop or file picker (Max 50 MB)
  5. Review detected columns; adjust data types if needed
  6. Click Done to index the table. Progress shows chunking status
  7. Attach the Knowledge Base to your AI Assistant (Chat, Voice, or Automation AI) as usual
  8. Test a sample question like "Which families are on the waitlist for toddler programs?" to confirm results

[SCREENSHOT: Show the AI Assistant Knowledge Base screen with the "Add Source" button highlighted, then the Tables option selected]

[SCREENSHOT: Display the CSV upload interface with drag-and-drop area and column detection preview]

CSV File Requirements

Understanding the file specifications ensures a smooth upload:

  • Format: .csv only (UTF-8 recommended)
  • Size limits: 50,000 rows and 500 columns per location (select the 20 most relevant columns); upload files up to 50 MB
  • Header row: First row must contain column names
  • Data types: Automatic schema detection with 80% confidence threshold
  • Clean data: Remove null values, hidden formulas, merged cells, etc.
Pro tip: The CSV can be rejected at several points. If the format is accepted but the data contains errors, inspect your CSV manually in a spreadsheet program or text editor to identify issues.

Semantic Search Intelligence

Enrollio converts each table row into vector embeddings so your AI can "understand" meanings rather than exact words. This enables queries like "Show me families who asked about sibling discounts" or "Which enrollments started this month?"

The engine compares the user's question to every row chunk and returns the most semantically similar matches—no complex queries needed.

Smart Table Processing

Behind the scenes, Enrollio:

  • Detects column types (text, number, date, etc.) with 80% accuracy
  • Chunks rows into groups of five (max 2,000 characters) for efficient indexing
  • Stores chunk metadata so answers can reference the correct records

Frequently Asked Questions

Can I upload Excel (.xlsx) files?

Not yet—export or save your sheet as CSV before uploading.

How soon are new CSV uploads available to my AI?

Typically within a few minutes. The indexing progress bar will show when processing is complete.

Does Table Search support filters or sorting in the query?

Filtering, comparison, and sorting features are coming soon. For now, ask descriptive questions or refine with follow-ups.

Will table data appear in the Response Info sidebar?

Yes—rows that informed the answer are cited, so you can verify or edit them on the spot.

Can I restrict table access to specific AI assistants?

Yes—only AI assistants linked to the Knowledge Base containing your Table Source can query it.

How is privacy handled for sensitive CSV data?

Table Sources inherit existing Knowledge Base security. Only users with access to that Knowledge Base can see or query the data.