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02 Get your data in

Files for your first read

A quick guide to the data step of First Read onboarding: what to upload, which column to pick, and four sample datasets to download.

First Read builds a report, dashboard or deck from a file you upload while you sign up. It is looser than a Data Sources upload: there is no column mapping and your columns can have any names. You only pick which column holds the text people wrote. No file of your own yet? Download a sample dataset and use that.

  1. Add your file. Drop it on the box or select Browse. CSV, JSON, JSONL or Parquet; for an Excel file, save it as CSV first. You can add several files, each with a different name.
  2. Check what was read. Each file opens as a card with its size, rows and columns. The file is read on your computer: nothing is uploaded until you select Build my First Read on the last step.
  3. Pick the text column. Under Which column holds what customers wrote?, choose the column of free text. Use the table below if you’re not sure which one. That file is marked Main.
  4. Read the signal score. The Signal assessment on the right scores the column out of 100, from No signal yet to Strong signal, and shows whether it found text, timestamps and a customer segment. If the score is low, try a longer text column or a file with fuller answers.
  5. Select Next. Any other files you added travel with the main one as context.
Your dataOne row isPick as the text columnColumns worth keeping
ReviewsOne reviewThe review body, not the titleRating, date, store or location, source
Survey answersOne responseThe open-ended answer, such as “Why did you give that score?”. If there are several, pick the one with the longest answersScore (NPS, CSAT), date, plan or segment
Support tickets and emailOne ticket, or one messageThe customer’s message, or the whole threadChannel, date, plan, status, outcome
Chat and chatbot conversationsOne conversation, or one messageThe transcript or message textChannel, date, whether it was resolved
Call transcriptsOne call, or one speaker turnThe transcript textAgent, date, call reason
Social posts and community threadsOne postThe post textPlatform, date, topic

When a conversation takes several rows (one per message), keep a column that groups them, such as a conversation or ticket id, and one that says who wrote each message.

  • One row per thing someone wrote: one review, one survey response, one ticket or chat. A whole thread can sit in one cell, or take one row per message as above.
  • Longer text gives a better read. Setup scores the text column on how much was written and how many rows have any. Full sentences score well; a column that averages a couple of sentences or more scores strongest.
  • A date column, if you have one, so the first read can show what changed over time.
  • Columns that say who or where: a rating or score, a plan, a location, a channel. They let the first read split and compare what people said.
  • Leave out rows with no text rather than filling them with placeholders such as N/A.

Pick one, download it and upload it as it is. Each dataset has Dimensions already filled in as extra columns (sentiment, topics, signals such as churn), so you can also open it to see what enrichment adds to text.

In the two support datasets a conversation spans several rows: sessionId groups them and incoming is true for what the customer wrote.

The first read works from your file as it is. To get Dimensions on the same data, add it under Data Sources: see Upload a file. Your project’s Overview tab walks through the steps.