Data sets are client-provided tables of data stored in MedChat that can be queried using the Query Data Set Step in a chatbot.

Creating a Data Set

A data set can be created by uploading a .csv file on the Boosters > Data Sets admin screen:

1. Navigate to the Boosters > Data Sets admin screen in MedChat.
2. Click Upload Data Set
3. Select a .csv file with the desired data using the file browser.
4. Click Open.

The new data set will display in the grid with a status of "Processing" until it is finished being created in MedChat.

By default the name of the file is used as the name of the data set in MedChat, but the data set can be renamed after the initial upload.

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File Size Limitation

The maximum allowable file size for uploading a data set is 30 megabytes.

Updating a Data Set

An existing data set can be updated by uploading a new version of the .csv for the given data set:

1. Click on the data set to update in the table to navigate to a view of the records for that data set.
2. Click Update data set.
3. Select a .csv file with the desired data using the file browser.
4. Click Open.

The new data set will display in the grid with a status of "Processing" until it is finished being updated in MedChat.

Data Set Requirements

When creating a new data set or updating an existing data set, the following requirements must be met:

• Data set name may contain only alphanumeric characters, spaces, dashes, and underscores.
• Data set name must be unique for the organization.
• Column names may only contain alphanumeric characters and underscores.
• File extension must “.csv”.
• File must be readable as a CSV file.
• The first line of the file should contain column headings.
• File size must not be greater than 30MB.