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Documentation Index

Fetch the complete documentation index at: https://knowledge.goautonomous.io/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Reference data is supplementary information that Go Autonomous uses during processing to improve extraction accuracy and automate data lookups. It covers any structured dataset your organisation needs — delivery addresses, vendor details (name and inbox address for vendor quotations), customer lists, account mappings, pricing tables, carrier codes, and more.

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Reference data and areas

Reference data can be uploaded per area, allowing different teams or regions to use different data sets. When Go Autonomous processes a request, it uses the reference data assigned to the request’s area. If no reference data exists for that area, it falls back to the Default area’s data automatically.

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Default area requirement

Every reference data grouping (e.g., “Delivery Addresses”) must have a Default area file. This file acts as the fallback for any area that doesn’t have its own upload. If there is no Default file for a grouping, requests processed against areas without their own data will have nothing to fall back on.

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Column structure must match across areas

All files uploaded for the same reference data grouping — across all areas — must have identical column structures. The column names, order, and count must be a 1:1 match between the Default file and any area-specific file. If they differ, the functionality will break and lookups may fail or return incorrect results.
Before uploading an area-specific file, always verify that its columns exactly match the Default file for that grouping. Mismatched column structures will cause lookup failures.

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The Reference Data page

Navigate to Administration > Company Settings > Reference Data to manage your reference data sets. The page shows a grouped list:
  • Each reference data type (e.g., “Delivery Addresses” or “Carrier Codes”) is an expandable section.
  • Inside each section, you see one row per area where that data type is configured.
  • Use Expand All / Collapse All to manage the view.

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Upload reference data

1

Click Upload Reference

Click the Upload Reference button in the top toolbar.
2

Configure the upload

Set the upload parameters:
  • File — select a CSV file containing your reference data.
  • Encoding — choose the character encoding (e.g., UTF-8).
  • Delimiter — select the column separator (comma, semicolon, tab, etc.).
  • Area — choose which area this reference data applies to.
  • Name — give the reference data type a descriptive name.
3

Review and upload

Review the preview of your data to ensure columns are parsed correctly, then complete the upload.

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Review and edit reference data

Click any reference data row to open a review drawer. The drawer shows a paginated, searchable table of all entries where you can:
  • Search for specific values across all columns.
  • Add new rows of data manually.
  • Edit existing values inline.
  • Delete rows that are no longer needed.

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Download reference data

Select one or more reference data sets using the checkboxes and click Download to export them as CSV files. Each download is named by type and area for easy identification.

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Delete reference data

  • Single delete — select a single reference data row and delete it.
  • Bulk delete — select multiple items across types and areas, then click Delete Selected.
Deleting reference data may affect extraction accuracy for requests that rely on those lookups. New requests will no longer have access to the deleted data for matching.

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What’s next