> For the complete documentation index, see [llms.txt](https://batcher-ai.gitbook.io/batcher-ai-user-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://batcher-ai.gitbook.io/batcher-ai-user-docs/fast-onboarding-chatbot.md). # 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: 1. **Learns about your industry** - Identifies your sector and data type 2. **Suggests relevant use cases** - Presents tailored options based on your industry 3. **Helps craft prompts** - Assists in creating effective AI prompts 4. **Recommends workflow type** - Suggests the best workflow structure for your needs 5. **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: 1. **Preview Mode** - See a sample of what will be generated 2. **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 1. **Always use backticks** (\`) instead of quotes for text strings 2. **Cell references** (like A2, B3) don't need backticks 3. **Use CONCAT()** to combine text and cell references 4. **The =llm() function** requires two parameters: * The prompt (text or cell reference) * The AI provider configuration name ### Example Formulas ```excel // 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`) --- ## 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" ``` --- ## 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 --- ## 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! --- ```