Quick Start

This guide covers every Julius AI feature:
- 入门 — Create account and basic setup
- How to Use Chat Data — Analyze datasets with natural language prompts
- How to Use Instant Visualizations — Turn raw data into charts and graphs instantly
- How to Use Forecasting Models — Predict future trends from your data
- How to Use Advanced Analysis — Run regression and statistical tests without code
- How to Use AI Scientific Research — Speed up academic data interpretation
- How to Use AI Notebooks — Build shareable analysis documents
- How to Use Slack Agent — Get data insights inside Slack
- How to Use Data Connectors — Link Google Sheets, databases, and more
- How to Use AI-powered Marketing — Analyze campaigns and track KPIs
Time needed: 5 minutes per feature
Also in this guide: Pro Tips | Common Mistakes | 故障排除 | 定价 | 替代方案
Why Trust This Guide
I’ve used Julius AI for over six months and tested every feature covered here. This how to use Julius AI article comes from real hands-on experience — not marketing fluff or vendor screenshots.

Julius AI is one of the most powerful AI data analysis tools available today.
But most users only scratch the surface of what it can do.
This guide shows you how to use every major feature.
Step by step, with screenshots and pro tips.
Julius AI Tutorial
This complete Julius AI tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

Julius AI
Turn raw data into charts, forecasts, and insights using plain English. Julius AI handles CSV, Excel, and SQL files with zero coding required. Start free with 15 messages per month.
Getting Started with Julius AI
Before using any feature, complete this one-time setup.
It takes about 3 minutes.
Watch this quick overview first:
Now let’s walk through each step.
Step 1: Create Your Account
Go to julius.ai in your browser.
Click “Get Started” or “Sign Up Free.”
Enter your email or sign in with Google.
✓ Checkpoint: 检查你的 收件箱 for a confirmation email.
Step 2: Access the Dashboard
Julius AI runs entirely in your web browser.
No downloads or installs are needed.
Log in and you’ll land on the chat interface.
Here’s what the dashboard looks like:

✓ Checkpoint: You should see the main chat window with an upload area.
Step 3: Upload Your First Dataset
Click the upload button or drag your file into the chat.
Julius accepts CSV, Excel, JSON, and PDF files.
Your data appears as a preview table once uploaded.
✅ Done: You’re ready to use any feature below.
How to Use Julius AI Chat Data
Chat Data lets you ask questions about your dataset in plain English.
Here’s how to use it step by step.
Watch Chat Data in action:

Now let’s break down each step.
Step 1: Upload Your Data File
Drag a CSV, Excel, or JSON file into the chat window.
Julius will show a preview of your columns and rows.
Step 2: Type Your Question
Ask something specific like “What is the average sales by region?”
Julius generates Python code behind the scenes and returns the answer.
Here’s what this looks like:

✓ Checkpoint: You should see the AI’s answer with a data summary below your question.
Step 3: Refine With Follow-Up Prompts
Ask follow-up questions to dig deeper into specific results.
Julius remembers your previous prompts in the same chat thread.
✅ Result: You’ve analyzed your dataset without writing a single line of code.
💡 专业提示: Define your analysis goal clearly before prompting. Saying “Show me a breakdown of Q4 revenue by product category” works better than “Analyze my data.”
How to Use Julius AI Instant Visualizations
即时可视化 lets you turn raw data into charts and graphs in seconds.
Here’s how to use it step by step.
Watch Instant Visualizations in action:

Now let’s break down each step.
Step 1: Load Your Dataset
Upload your file or use one already in your chat session.
Step 2: Request a Specific Chart Type
Type “Create a bar chart of monthly sales” or any chart request.
You can ask for bar plots, line graphs, scatter plots, heatmaps, and more.
Here’s what this looks like:

✓ Checkpoint: You should see a fully rendered chart below your prompt.
Step 3: Customize Your Visualization
Ask Julius to change colors, add labels, or adjust the axis range.
Type something like “Make the bars blue and add data labels.”
✅ Result: You’ve created a publication-ready chart from raw data in under a minute.
💡 专业提示: Ask for a “correlation heatmap” to quickly spot which variables in your dataset are related. It’s the fastest way to find patterns.
How to Use Julius AI Forecasting Models
预测模型 lets you predict future trends based on your historical data.
Here’s how to use it step by step.
Watch Forecasting Models in action:

Now let’s break down each step.
Step 1: Upload Time-Series Data
Your dataset needs a date column and a value column at minimum.
Examples include monthly revenue, daily website traffic, or weekly orders.
Step 2: Request a Forecast
Type “Forecast sales for the next 6 months” in the chat.
Julius builds a machine learning model and generates predictions.
Here’s what this looks like:

✓ Checkpoint: You should see a chart with actual data and a projected forecast line.
Step 3: Adjust Forecast Parameters
Ask Julius to change the forecast period or add confidence intervals.
You can also request different model types like ARIMA or linear regression.
✅ Result: You’ve created a data-driven forecast without writing any code.
💡 专业提示: Include at least 12 months of historical data for the most accurate forecasts. Short datasets lead to unreliable predictions.
How to Use Julius AI Advanced Analysis
高级分析 lets you run statistical tests and regression models with simple prompts.
Here’s how to use it step by step.
Watch Advanced Analysis in action:

Now let’s break down each step.
Step 1: Upload Your Dataset
Upload a file with the variables you want to test.
Make sure your data has clear column headers.
Step 2: Request a Statistical Test
Type “Run a linear regression on price vs sales volume.”
Julius supports ANOVA, correlation matrices, t-tests, and more.
Here’s what this looks like:

✓ Checkpoint: You should see regression coefficients, p-values, and R-squared results.
Step 3: Interpret the Results
Ask Julius to explain the output in plain language.
Type “What does this regression tell me about the relationship?”
✅ Result: You’ve performed a full statistical analysis and gotten a plain-language explanation.
💡 专业提示: Start with “Show me descriptive statistics for all columns” before running tests. This helps you spot outliers and missing values first.
How to Use Julius AI AI Scientific Research
AI Scientific Research lets you speed up academic data analysis and interpretation.
Here’s how to use it step by step.
Watch AI Scientific Research in action:

Now let’s break down each step.
Step 1: Upload Research Data
Upload your experimental results, survey data, or research datasets.
Julius handles CSV, Excel, and structured PDF formats.
Step 2: Request Analysis for Your Study
Ask for the specific test your research requires.
Type “Run a one-way ANOVA on treatment groups” or “Create a correlation matrix.”
Here’s what this looks like:

✓ Checkpoint: You should see test results with statistical significance indicators.
Step 3: Generate Publication-Ready Visuals
Ask Julius to create figures suitable for academic papers.
Request specific formatting like APA-style charts or labeled axes.
✅ Result: You’ve completed a research analysis and generated publication-ready charts.
💡 专业提示: Include your research question in the prompt. Saying “Test whether treatment A differs from treatment B at p < 0.05” gives Julius clear context.
How to Use Julius AI AI Notebooks
AI Notebooks lets you build shareable analysis documents with code, charts, and insights.
Here’s how to use it step by step.
Watch AI Notebooks in action:

Now let’s break down each step.
Step 1: Create a New Notebook
Click “New Notebook” from the left sidebar in Julius.
Give your notebook a descriptive name.
Step 2: Add Data and Analysis Blocks
Upload data and run analyses inside the notebook.
Each prompt creates a new block with code, results, and visuals.
Here’s what this looks like:
✓ Checkpoint: You should see analysis blocks stacked in your notebook view.
Step 3: Share Your Notebook
Click the share button to generate a link.
Team members can view your analysis without needing a Julius account.
✅ Result: You’ve built a complete analysis document ready to share with your team.
💡 专业提示: Use notebooks for recurring reports. Duplicate a notebook, swap the dataset, and your full analysis updates automatically.
How to Use Julius AI Slack Agent
Slack Agent lets you query your data directly from Slack channels.
Here’s how to use it step by step.
Watch Slack Agent in action:

Now let’s break down each step.
Step 1: Connect Julius to Slack
Go to Settings and click “Integrations” in Julius.
Select Slack and authorize access to your workspace.
Step 2: Link a Data Source
Choose which datasets the Slack agent can access.
This can be a Google Sheet, database, or uploaded file.
Here’s what this looks like:
✓ Checkpoint: You should see Julius appear as a bot in your Slack workspace.
Step 3: Ask Questions in Slack
Tag @Julius in any channel and ask your data question.
The bot returns answers and charts right inside the Slack thread.
✅ Result: Your team can get data answers without leaving Slack.
💡 专业提示: Set up scheduled reports through the Slack agent. Julius can send daily KPI summaries to a dedicated channel automatically.
How to Use Julius AI Data Connectors
Data Connectors lets you link Google Sheets, SQL databases, and other live sources.
Here’s how to use it step by step.
Watch Data Connectors in action:

Now let’s break down each step.
Step 1: Open the Connectors Panel
Click “Data Sources” from the left sidebar in Julius.
You’ll see a list of available connection types.
Step 2: Authenticate Your Data Source
Select your source, such as Google Sheets or a SQL database.
Follow the prompts to grant Julius read access.
Here’s what this looks like:
✓ Checkpoint: You should see your data source listed under “Connected” with a green status icon.
Step 3: Query Your Live Data
Start a new chat and select your connected source.
Ask questions about the live data just like any uploaded file.
✅ Result: You’re analyzing live data that updates automatically from your source.
💡 专业提示: Connect a Google Sheet that your team updates regularly. Julius will always analyze the latest version without re-uploading.
How to Use Julius AI AI-powered Marketing
AI-powered Marketing lets you analyze campaign data and track KPIs with chat prompts.
Here’s how to use it step by step.
Watch AI-powered Marketing in action:

Now let’s break down each step.
Step 1: Upload Marketing Data
Export data from Google Ads, Meta Ads, or your 客户关系管理 as a CSV.
Upload the file into a new Julius chat session.
Step 2: Request KPI Analysis
Type “Show me cost per acquisition by channel for Q1.”
Julius breaks down your campaigns and highlights top performers.
Here’s what this looks like:
✓ Checkpoint: You should see a breakdown of KPIs with charts and tables.
Step 3: Generate a Performance Report
Ask Julius to create a summary report of your marketing results.
Export it as a CSV or share the notebook with stakeholders.
✅ Result: You’ve identified your best-performing channels and generated a shareable report.
💡 专业提示: Ask Julius to compare this month vs last month for any KPI. It spots trends and anomalies you might miss in a spreadsheet.
Julius AI Pro Tips and Shortcuts
After testing Julius AI for over six months, here are my best tips.
键盘快捷键
| Action | Shortcut |
|---|---|
| New chat | Ctrl + N |
| Upload file | Ctrl + U |
| Copy code block | Click copy icon |
| Submit prompt | Enter |
Hidden Features Most People Miss
- Prompt chaining: Ask follow-up questions in the same thread to refine results without re-uploading data. Julius remembers your entire conversation context.
- Code export: Click “Show Code” on any response to see the Python code Julius generated. Copy it into your own scripts for reuse.
- Built-in templates: Look for pre-made workflows under the Templates section. They handle common tasks like data cleaning and trend analysis in one click.
Julius AI Common Mistakes to Avoid
Mistake #1: Uploading Messy Data Without Cleaning First
❌ Wrong: Uploading a spreadsheet with blank rows, duplicate entries, and mixed date formats.
✅ Right: Ask Julius to clean your data first. Type “Remove duplicates and fill missing values” before running analysis.
Mistake #2: Writing Vague Prompts
❌ Wrong: Typing “Analyze my data” without specifying what you want to learn.
✅ Right: Be specific. Type “Show average revenue by region for Q3 2025” to get focused results.
Mistake #3: Ignoring the Free Plan Limits
❌ Wrong: Running complex analyses on the free plan and hitting the 15-message monthly cap mid-project.
✅ Right: Plan your prompts before typing. Batch related questions in a single message to save your free credits.
Julius AI Troubleshooting
Problem: File Upload Fails or Freezes
Cause: The file exceeds the size limit or uses an unsupported format.
使固定: Keep files under 32GB. Use CSV, Excel, JSON, or PDF format only. Split very large files into smaller chunks.
Problem: AI Returns Incorrect or Unexpected Results
Cause: The prompt was too vague or the data has quality issues.
使固定: Rephrase your prompt with specific column names. Ask Julius to show descriptive statistics first to check for problems.
Problem: Charts Don’t Display Correctly
Cause: The browser cache is outdated or there’s a rendering conflict.
使固定: Clear your browser cache and refresh the page. Try a different browser if the issue persists.
📌 笔记: If none of these fix your issue, contact Julius AI support.
What is Julius AI?
Julius AI is an AI data analysis tool that turns raw data into insights, charts, and forecasts using natural language.
Think of it like having a personal data analyst that understands plain English.
Watch this quick overview:
It includes these key features:
- Chat Data: Ask questions about your datasets in plain English and get instant answers.
- Instant Visualizations: Create bar charts, scatter plots, heatmaps, and more with a single prompt.
- Forecasting Models: Build prediction models from historical data without writing code.
- 高级分析: Run regression, ANOVA, correlation tests, and other statistical analyses.
- AI Scientific Research: Perform academic-grade analysis and generate publication-ready visuals.
- AI Notebooks: Build and share complete analysis documents with your team.
- Slack Agent: Get data answers inside Slack without switching tools.
- 数据连接器: Link live data from Google Sheets, SQL databases, and other sources.
- AI-powered Marketing: Analyze campaign performance and track KPIs with chat prompts.
For a full review, see our Julius AI review.
Julius AI Pricing
Here’s what Julius AI costs in 2026:
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | 每月 0 美元 | Trying out basic data analysis with 15 messages per month |
| 专业版 | 每月 37 美元 | Individual analysts who need unlimited queries and advanced features |
| 商业 | $375/month | Teams that need shared workspaces and priority support |
| 企业 | 请联系我们获取报价 | Large organizations with custom 安全 and deployment needs |
免费试用: Yes, the free plan lets you send up to 15 messages per month.
退款保证: Contact Julius AI support for refund policies.

💰 Best Value: Pro plan at $37/month — it removes message limits and unlocks all analysis features for individual users.
Julius AI vs Alternatives
How does Julius AI compare? Here’s the competitive landscape:
Watch this comparison:
| 工具 | 最适合 | 价格 | Rating |
|---|---|---|---|
| Julius AI | AI chat-based data analysis | $37/mo | ⭐ 4.1 |
| Querio | Natural language SQL queries | 联系销售 | ⭐ 4.0 |
| TalkToData | Conversational data exploration | Free / Paid | ⭐ 3.9 |
| DataBuck | Automated data quality monitoring | 联系销售 | ⭐ 4.0 |
| FormulaBot | AI spreadsheet formula generation | 每月9美元 | ⭐ 4.2 |
Quick picks:
- Best overall: Julius AI — most complete AI data analysis platform with chat, visuals, and forecasting.
- Best budget: FormulaBot — starts at $9/month for AI-powered spreadsheet help.
- Best for beginners: TalkToData — simple interface for first-time data explorers.
- Best for data quality: DataBuck — specializes in automated data quality checks.
🎯 Julius AI Alternatives
Looking for Julius AI alternatives? Here are the top options:
- 🚀 Querio: Best for teams that need natural language querying on top of SQL databases without learning SQL syntax.
- 💰 TalkToData: Budget-friendly conversational data tool that lets beginners explore datasets with plain English prompts.
- 🔒 数据桶: Automated data quality monitoring that catches errors, duplicates, and anomalies before they affect your analysis.
- ⚡ FormulaBot: AI-powered formula 发电机 for Excel and Google Sheets that saves hours of manual spreadsheet work.
For the full list, see our Julius AI alternatives guide.
⚔️ Julius AI Compared
Here’s how Julius AI stacks up against each competitor:
- Julius AI vs Querio: Julius wins on visualization and forecasting. Querio is better if your data lives in SQL databases and you need direct query access.
- Julius AI vs TalkToData: Julius offers deeper analysis and more chart types. TalkToData is simpler and better for quick data exploration.
- Julius AI vs DataBuck: Julius focuses on analysis and insights. DataBuck focuses on data quality and validation, making them complementary tools.
- Julius AI vs FormulaBot: Julius handles full datasets and complex analysis. FormulaBot is ideal if you just need help writing Excel or Google Sheets formulas.
Start Using Julius AI Now
You learned how to use every major Julius AI feature:
- ✅ Chat Data
- ✅ Instant Visualizations
- ✅ Forecasting Models
- ✅ Advanced Analysis
- ✅ AI Scientific Research
- ✅ AI Notebooks
- ✅ Slack Agent
- ✅ Data Connectors
- ✅ AI-powered Marketing
Next step: Pick one feature and try it now.
Most people start with Chat Data.
It takes less than 5 minutes.
常见问题解答
What can I do with Julius AI?
You can upload datasets and ask questions in plain English. Julius AI creates charts, runs statistical tests, builds forecast models, and generates reports. It supports CSV, Excel, JSON, and SQL data sources. The tool works for marketing analysis, scientific research, and business 报道.
Does Julius AI use ChatGPT?
Julius AI uses its own AI engine built specifically for data analysis. It generates Python code in the background to process your data and create visualizations. While it uses large language models similar to ChatGPT, it’s purpose-built for structured data tasks like charting, forecasting, and statistical analysis.
Is Julius AI accurate?
Julius AI generates Python code to perform analysis, so the calculations are mathematically accurate. However, the quality of results depends on your data and how clearly you phrase your prompts. Always verify important findings by reviewing the generated code and checking results against known values in your dataset.
How much does Julius AI cost?
Julius AI offers a free plan with 15 messages per month. The Pro plan costs $37/month for unlimited queries and advanced features. The Business plan is $375/month for teams with shared workspaces. Enterprise pricing is available by contacting Julius AI directly.
Can Julius AI replace a data analyst?
Julius AI can handle many tasks a data analyst performs, such as creating visualizations, running statistical tests, and building forecasts. However, it works best as a tool that speeds up analysis rather than a full replacement. Complex business context and strategic interpretation still benefit from human expertise.













