Quickstart

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Welcome to Radical Whale!

This quickstart guide will help you set up your first workspace, import data, create an AI agent, and process your first dataset. Let’s get started!

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Prerequisites

Before you begin, make sure you have:

• A Radical Whale account (sign up here)
• A CSV file with data you’d like to process (optional - we’ll provide sample data)
• An OpenAI API key (for AI agent functionality)

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Step 1: Create Your Workspace

After logging in, you’ll be guided through workspace creation:

1. Choose a Workspace Name: Pick a descriptive name for your team’s workspace
2. Add Description: Briefly describe what you’ll use this workspace for
3. Select Plan: Choose the plan that fits your needs (you can start with the free tier)
4. Invite Team Members: Add your colleagues’ email addresses (optional)

[Screenshot Placeholder: Workspace creation flow]

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Step 2: Set Up Your API Keys

Before creating agents, configure your API keys:

1. Navigate to Variables in the sidebar
2. Click Create Variable
3. Set up an OpenAI API key:
   • Name: OPENAI_API_KEY
   • Key: OPENAI_API_KEY
   • Value: Your OpenAI API key (starts with sk-)

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Step 3: Import Your First Dataset

Radical Whale works with structured data. Let’s import a sample dataset:

1. Go to Datasets in the sidebar
2. Click Import Dataset
3. Choose CSV Upload and upload a file with customer data (name, email, company, status)
4. Click Import

The dataset appears in your list. Click it to view records in a spreadsheet-style table. Each record can be expanded for a detailed view.

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Step 4: Configure Dataset Columns

After importing, you’ll see your data organized into columns. Let’s configure them for AI processing:

1. Click on a column header (e.g., “company_name”)
2. Click Edit Column
3. Configure the column:
   • Data Type: Choose the appropriate type (text, number, etc.)
   • Instructions: Tell the AI what to do with this column
   • Agent Assignment: We’ll do this in the next step

[Screenshot Placeholder: Column configuration modal]

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Step 4: Create Your First Agent

Agents are AI assistants that can read and write data in your datasets:

1. Click Agents in the sidebar
2. Click Create Agent
3. Configure your agent:
   • Name: “Customer Enrichment Agent”
   • Model: Select “GPT-4” (from OpenAI)
   • Prompt: “You enrich customer records by researching companies and adding insights”
4. Click Create

Your agent is ready to process data. Next, we’ll connect it to your dataset.

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Step 5: Chat with Your Agent

Test your agent by starting a conversation:

1. Open your agent’s page
2. Click the Chat tab
3. Ask: “What customers do we have in the dataset?”
4. The agent will use its tools to read your data and respond

The agent can answer questions, analyze patterns, and update records based on your instructions.

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Step 6: Assign Agent to Dataset Column

Connect your agent to a dataset column for automatic processing:

1. Go to your customer dataset
2. Click Add Column
3. Name it “Enrichment”
4. In the Agent dropdown, select your agent
5. Add instructions: “Research this company and provide industry insights”
6. Click Save

Now your agent can process records automatically.

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Step 7: Process Your Data

Run your agent on dataset records:

1. Select rows to process
2. Click Process Selected
3. Watch as the agent researches each company and adds insights to the Enrichment column

Processing happens in real-time with progress shown for each record.

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Step 8: Review Results

After processing completes:

1. View enriched data in your dataset
2. Click any record to see the detailed view with all enrichment data
3. Export results as CSV if needed

The agent’s outputs are stored in the Enrichment column for each processed record.

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Step 9: Create a Page

Document your work with Pages:

1. Click Pages in the sidebar
2. Click Create Page
3. Add a title: “Company Research Notes”
4. Choose an emoji icon (📊)
5. Write in the rich text editor

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Use AI Content Generation

Generate content with your agent:

1. Type /ai in the editor
2. Select your agent
3. Enter a prompt: “Summarize the company research findings”
4. Click Generate

The agent creates content using data from your workspace as context.

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Next Steps

Congratulations! You’ve successfully:

• ✅ Created a workspace
• ✅ Set up API keys
• ✅ Imported a dataset
• ✅ Created an AI agent
• ✅ Processed data with AI
• ✅ Created a documentation page

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Explore More

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Need Help?

• Documentation: Explore our user guides
• Support: Email us at [email protected]

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Ready to build something amazing? Start creating in your workspace!

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Need Help?

If you run into any issues:

• Check our User Guides for detailed tutorials
• Review the API Reference for technical details
• Contact our support team for assistance

Happy processing! 🐋