Fast Onboarding Chatbot
Overview
The Batcher.ai Onboarding Chatbot is an intelligent assistant designed to help new users overcome the "blank spreadsheet syndrome" and quickly create their first AI-powered workflow. It provides a guided, conversational experience that transforms user needs into ready-to-use spreadsheet configurations.
Getting Started
Accessing the Chatbot
The onboarding chatbot is prominently displayed on the main spreadsheet page. Look for the button:
"Not sure where to start? Let our AI guide you!"
Click this button to launch the chatbot and begin your guided workflow creation journey.
What You'll Need
Basic understanding of your data and goals
3-5 minutes to complete the process
No technical knowledge required
How It Works
The chatbot uses a conversational approach to understand your needs and generate a custom workflow. It:
Learns about your industry - Identifies your sector and data type
Suggests relevant use cases - Presents tailored options based on your industry
Helps craft prompts - Assists in creating effective AI prompts
Recommends workflow type - Suggests the best workflow structure for your needs
Generates your workflow - Creates a ready-to-use configuration for the spreadsheet
Progress Tracking
A progress bar at the top shows your advancement through the 5 steps (20% per step). The chatbot also displays dynamic loading messages like "Crafting...", "Orchestrating...", or "Synthesizing..." while processing your requests.
The 5-Step Journey
Step 1: Sector Selection
Choose your industry from 8 pre-defined sectors:
E-commerce - Online retail, product catalogs, inventory
Marketing - Campaigns, content, customer engagement
HR - Human resources, recruitment, employee management
Finance - Financial analysis, reporting, forecasting
Healthcare - Medical records, patient data, health information
Education - Course content, student data, educational resources
Legal - Legal documents, contracts, compliance
Real Estate - Property listings, descriptions, market analysis
Step 2: Workflow Type Selection
Based on your sector, choose from 4 workflow types:
Simple Workflow
Best for: Quick, straightforward transformations
Example: Generate product descriptions from product names
Structure: Input → AI Processing → Output
Advanced Workflow
Best for: Comprehensive content generation
Example: Create complete SEO packages (title, description, keywords, FAQ)
Structure: Input → Multiple AI Outputs
Compare AI Providers
Best for: Quality comparison and optimization
Example: Generate descriptions using multiple AI models and combine the best
Structure: Input → Multiple AI Providers → Best Combined Result
Multi-Step Workflow
Best for: Complex, sequential processing
Example: Enrich data → Verify facts → Analyze competition → Generate final content
Structure: Input → Step 1 → Step 2 → Step 3 → Final Output
Step 3: Use Case Selection
The chatbot presents 4-6 dynamically generated use cases specific to your sector and workflow type. Examples include:
E-commerce + Simple Workflow:
📦 Generate SEO-optimized product descriptions
🏷 Create compelling product titles
🔍 Generate product keywords and tags
📝 Write product specifications
Marketing + Advanced Workflow:
📧 Create multi-channel campaign content
🎯 Generate personalized customer messages
📊 Produce A/B testing variations
🌐 Create localized content versions
Step 4: Prompt Refinement
The chatbot offers tailored prompt templates based on your selection. You can:
Choose a suggested prompt template
Modify the suggested prompts
Write your own custom prompt
Example prompts are provided with clear descriptions of what they'll generate.
Step 5: Workflow Generation
Two options are presented:
Preview Mode - See a sample of what will be generated
Generate Now - Create the full workflow and import to spreadsheet
Upon choosing "Generate Now", the chatbot:
Creates your custom workflow configuration
Imports it directly into the spreadsheet
Shows a success message with next steps
Workflow Types
Simple Workflow Formula Pattern
Column A: Input Data
Column B: =llm(CONCAT(`Your prompt here `, A2), `default`)Advanced Workflow Formula Pattern
Column A: Input Data
Column B: =llm(CONCAT(`Generate title for `, A2), `default`)
Column C: =llm(CONCAT(`Write description for `, A2), `default`)
Column D: =llm(CONCAT(`List keywords for `, A2), `default`)
Column E: =llm(CONCAT(`Create FAQ for `, A2), `default`) Compare AI Formula Pattern
Column A: Input Data
Column B: =llm(CONCAT(`Your prompt `, A2), `chatgpt`)
Column C: =llm(CONCAT(`Your prompt `, A2), `gemini`)
Column D: =llm(CONCAT(`Your prompt `, A2), `claude`)
Column E: =llm(CONCAT(`Combine best: `, B2, ` | `, C2, ` | `, D2), `default`)Multi-Step Formula Pattern
Column A: Input Data
Column B: =llm(CONCAT(`Step 1 prompt `, A2), `default`)
Column C: =llm(CONCAT(`Step 2 using `, B2), `perplexity`)
Column D: =llm(CONCAT(`Final step with `, C2), `default`)Use Cases by Industry
E-commerce
Product description generation
SEO optimization for listings
Category and tag creation
Product comparison tables
Customer review summaries
Multi-language translations
Marketing
Email campaign personalization
Social media content creation
Ad copy variations
Content A/B testing
Customer segment analysis
Brand voice consistency
HR
Job description writing
Resume screening and scoring
Employee performance summaries
Training material generation
Policy document creation
Candidate evaluation reports
Finance
Financial report generation
Market analysis summaries
Risk assessment documents
Investment recommendations
Budget forecasting narratives
Compliance documentation
Healthcare
Patient record summaries
Treatment plan descriptions
Medical report translations
Insurance claim processing
Health education content
Clinical trial documentation
Education
Course description writing
Learning objective generation
Student feedback analysis
Curriculum planning
Assessment question creation
Educational content adaptation
Legal
Contract summarization
Legal document drafting
Compliance checklists
Case brief preparation
Policy documentation
Risk assessment reports
Real Estate
Property descriptions
Listing optimizations
Market analysis reports
Virtual tour scripts
Neighborhood guides
Investment summaries
Technical Details
Supported AI Providers
The chatbot can configure workflows using various AI providers:
default - Batcher's optimized AI (Ollama)
chatgpt - OpenAI's ChatGPT
claude - Anthropic's Claude
gemini - Google's Gemini
perplexity - Perplexity AI for fact-checking
Formula Syntax Rules
Always use backticks (`) instead of quotes for text strings
Cell references (like A2, B3) don't need backticks
Use CONCAT() to combine text and cell references
The =llm() function requires two parameters:
The prompt (text or cell reference)
The AI provider configuration name
Example Formulas
// Simple formula
=llm(`Generate a product description`, `default`)
// With cell reference
=llm(A2, `default`)
// With concatenation
=llm(CONCAT(`Write SEO description for: `, A2), `chatgpt`)
// Multi-cell reference
=llm(CONCAT(`Compare `, A2, ` with `, B2), `default`)
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## Tips and Best Practices
### For Best Results
1. **Be specific about your data**
- Instead of "I have products", say "I have an electronics product catalog"
- Mention any special requirements upfront
2. **Start simple**
- Begin with a Simple Workflow to understand the system
- Graduate to advanced workflows as you gain confidence
3. **Test with sample data**
- Use 5-10 rows of data initially
- Verify results before processing large datasets
4. **Refine your prompts**
- The chatbot's suggestions are starting points
- Customize prompts for your specific tone and requirements
5. **Save successful workflows**
- Export working configurations for reuse
- Build a library of proven formulas
### Common Patterns
**For Product Descriptions:**"Generate a compelling 150-word product description for [product] highlighting its key features and benefits"
**For SEO Content:**"Create an SEO-optimized title (max 60 chars) and meta description (max 160 chars) for [topic]"
**For Data Enrichment:**"Analyze [data] and add relevant categories, tags, and a brief summary"
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## Troubleshooting
### Chatbot Doesn't Open
- Ensure JavaScript is enabled in your browser
- Try refreshing the page
- Clear browser cache and cookies
### Slow Response Times
- The AI is processing your request (normal for complex queries)
- Check loading messages for progress
- Wait up to 30 seconds for complex workflows
### Workflow Not Importing
- Ensure you're on the spreadsheet page
- Check that no other imports are in progress
- Try the "Reset" button and start over
### Unexpected Results
- Review your prompt for clarity
- Check that you selected the appropriate workflow type
- Try regenerating with slightly different wording
### Need to Start Over
- Use the "Reset" button in the chatbot footer
- This clears the conversation and returns to step 1
- Your spreadsheet data remains unchanged
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## Support
If you encounter issues not covered in this documentation:
1. Check the main Batcher.ai documentation
2. Contact support through the platform
Remember: The chatbot is designed to be intuitive and helpful. Don't hesitate to experiment, you can always reset and try different approaches!
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