Sheet Search
Sheet search tools let agents search through spreadsheet data you've uploaded to your knowledge base. This is useful for structured data that doesn't fit well in documents.
Plan required: All plans
Use Cases
Product specifications and catalogs
Pricing tables
Store location data
FAQ databases in tabular format
Inventory information
Employee directories
How It Works
When you add a spreadsheet to your knowledge base, it can be enabled as a searchable tool. The agent can then query this data to answer user questions with up-to-date information from your spreadsheets.
Step 1: Add Your Sheet
Navigate to AI Settings and go to the Train your AI agent tab
Locate the Add sources to your knowledge base section
Paste a Google Sheets link into the input field or upload a sheet file
Click Add Link to add the sheet to your knowledge base
Step 2: Configure Your Sheet
After the sheet is added, a "Sheet detected" modal will appear. You have two options:
Configure sheet settings - Fine-tune which columns are indexed and prioritized for search results. Recommended for optimal AI performance.
Skip for now - Start using the sheet with default settings. You can configure it later from the Actions menu.
Step 3: Sheet Settings
After clicking Configure sheet settings, you'll see the configuration page.
Enable Sheet Search Integration
Toggle Enable sheet search integration to activate this feature. When enabled, the agent will query this sheet when answering user questions.
Edit Sheet Details
Sheet name
Display name for your sheet
Description
What data this sheet contains (helps the agent know when to search it)
Write specific descriptions. Instead of "Product data", write "Product catalog with 500+ items including SKUs, prices, dimensions, and availability status."
Configure Column Indexing
Select which columns should be ingested and prioritized in the knowledge base.
Columns marked with priority will be weighted more heavily when the AI searches for relevant information.
Save Your Configuration
Click Save changes to apply the configuration. Your sheet is now ready to be searched by the agent.
Adjusting Settings Later
To access configuration after initial setup:
Find the sheet entry in your knowledge base sources list
Click the Actions dropdown menu
Select Configure sheet settings
Assigning to Agents
Once configured, enable the sheet search tool for specific agents:
Navigate to AI Settings > Agents
Select the agent you want to configure
In the Tools section, enable the sheet search tool
Save your changes
Best Practices
Keep data clean
Ensure your spreadsheet has clear headers and consistent formatting. See spreadsheet formatting best practices.
Use meaningful descriptions
Be specific about what data the sheet contains and when the agent should search it.
Prioritize key columns
Mark columns most relevant to user queries as priority. This helps the agent find the right information faster.
Keep data current
Regularly update your sheet data so the AI always has access to the latest information.
Test with sample queries
After configuring a sheet, test the AI with sample queries to ensure it retrieves the expected data.
Supported Formats
Google Sheets (via link)
CSV files
Excel files (.xlsx, .xls)
For detailed information on preparing spreadsheet files, see CSV, Excel & Sheets.
Troubleshooting
Agent doesn't search the sheet
Verify the sheet is enabled as a tool for that agent
Wrong data returned
Check column priorities and sheet description
Data is outdated
Re-sync the sheet from the knowledge base
Search is slow
Reduce the number of indexed columns to essentials
Related
API Tools - For HTTP API integrations
MCP Servers - For complex integrations
CSV, Excel & Sheets - Data source setup
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