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Quick Start Guide

Get up and running with Ajelix in under 2 minutes. This guide covers the basics of sending your first query, understanding responses, and phrasing prompts for the best results.

If you prefer video, watch our founder give tour of the Ajelix:

1. Send Your First Message

Start by typing a request in the chat input. Ajelix handles two modes:

ModeUse ForExample
ChatQuick questions, explanations, writing“Explain Python list comprehensions”
AgentMulti-step tasks, file work, complex outputs“Create an Excel budget tracker with formulas”

You can switch between modes on the top toolbar in the chat:

select chat mode before chatting ajelix agentic vs chat mode
Screenshot on how to select agent mode vs chat mode

Tip: Agent mode creates a plan before executing. You’ll review it first, then approve to proceed. It will look like this:

approve agent task before execution
Screenshot with workflow plan created by AI that needs approval

2. Upload Files (Optional)

Attach files to analyze or transform them. Supported formats:

  • Spreadsheets: .xlsx, .xls, .csv, Google Sheets links
  • Documents: .docx, .pdf
  • Presentations: .pptx
  • Images: For OCR/text extraction

Click the attachment icon and explain what you want do with the file in your prompt.

upload files to ai chat like pdfs, csvs, excel, and other formats
Screenshot on how to upload files to AI

3. Phrase Your Prompt Effectively

The way you ask determines the quality of output. For better output use this formula:

[Action] + [Subject] + [Format] + [Constraints]

Best practices on how to prompt:

Less EffectiveMore Effective
“Make a chart”“Create a bar chart showing Q1-Q4 sales from the attached Excel file. Use blue theme, save as PNG.”
“Write code”“Write a Python script that reads CSV files and outputs a summary table. Include error handling.”
“Fix this”“Debug this Python script: [paste code]. It’s returning IndexError on line 15.”
example on how to prompt for ai
Screenshot with detailed prompt for AI
  • Specify format early: “Create a table comparing…” / “Generate Python code for…” / “Build an interactive dashboard showing…”
  • One request at a time: Complex multi-part questions work better split into separate messages
  • Provide context: Sample data, expected output, or constraints improve accuracy
  • Iterate: If the first response isn’t perfect, add detail or rephrase

4. Understand the Response

Ajelix returns different output types depending on your request:

Output TypeWhat You’ll SeePreview
Text/MarkdownFormatted answers, lists, code blocks, tablesmarkdown example
FilesDownloadable Excel, Word, PDF, or CSV files in the output panelhow ai returns files in chat
Visual AssetsInteractive charts, dashboards, apps, or diagrams rendered directly in chatvisual asset returned by ai
PlansStep-by-step execution plans (Agent mode) awaiting your approvalagent waiting for approval to execute

Downloading: Click any file in the output panel to download. Visual assets can also be published and shared via link.

5. Enable Features When Needed

FeatureHow to EnableUse Case
Web SearchToggle in settingsCurrent events, recent data, fact-checking
Agent ModeToggle in settingsFile processing, multi-step workflows, code execution
Specific ModelModel selectorGPT-4 for complex reasoning, Claude for long context, etc.
ai features web search, mode change and model changed listed in the interface
Screenshot with web search, model change, and mode change marked in the interface

6. Next Steps

Now that you have an overview of the interface, write any prompt to Ajelix.

  • Analyze data: Upload a CSV and ask “Show me summary statistics and create a chart”
  • Generate a document: “Create a project proposal template in Word format”
  • Build something visual: “Make an interactive to-do list app in HTML”
  • Process a file: “Convert this PDF to structured Excel data”

Quick Reference

Shortcut/ActionDescription
EnterSend message
Shift + EnterNew line in input
Edit messageClick pencil icon to modify and regenerate
Branch chatEdit any previous message to explore alternatives
Retry chatResend the same message
We’re actively working on Ajelix documentation to help you get the most from AI. Found a gap, have feedback, or want to suggest a new guide? We’d love to hear from you at support@ajelix.com