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Quick Start Guide

Get productive with X21 in minutes. This walkthrough assumes X21 is installed otherwise download now (or see Installation if you still need to set that up).

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1. Open the X21 Task Pane

  • Launch Excel and create or open a workbook.
  • Navigate to the X21 ribbon and click AI Chat. The WebView2 task pane loads the React UI.
  • Confirm the status indicator shows Connected. If not, click Reconnect to re-establish the WebSocket connection to the local Deno server.

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2. Sign In

  • Use the Supabase-powered login form in the pane. You can authenticate with email + magic link or SSO if configured.
  • After authentication, X21 stores the refreshed session token in WebView local storage. The backend immediately requests your email via user:email_request and caches it for Langfuse traces.

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3. Open the AI Chat Task Pane

  • Click X21 AI Chat in the ribbon to open the chat interface.

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4. Send Your First Prompt

  1. Enter a natural language request such as:
Tell me a joke about spreadsheets and add it to cell A1.
  1. Click Send. The UI:

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5. Review and Approve Tool Calls

  • After thinking about your request and reading spreadsheet context X21 will insert suggest changes
  • Toggle Viewing to unstage the changes or re-apply them.
  • Choose Approve to commit the change, Reject with feedback, or Revert to undo a previously applied tool.
  • Enable Auto-approve if you trust the tools, or click Approve All for batch approvals.

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6. Inspect Results

  • Approved tool executions update the worksheet in place. X21 stores both old and new values (write_values returns before/after snapshots) so you can roll back if necessary.
  • Claude continues the conversation after each approval, referencing intermediate results.
  • Provide a thumbs up/down and leave optional feedback.

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