First Boot Configuration

Setting up Gatsbi for the first time involves logging in and configuring your AI service provider.

Login Methods

1. Direct Login

• Enter your email address
• Enter your password
• Optional: Check "Remember my password" for convenience

2. Third-Party Account Login

You can also login using:

• Google Account
• LinkedIn Account
• GitHub Account

AI Service Provider Configuration

Setting Up OpenAI

1. Obtain your OpenAI API key from platform.openai.com
2. Enter the API key in Gatsbi settings
3. Configure proxy (base URL) if needed (for regions with OpenAI access restrictions)
4. Test the connection to ensure proper setup

Gatsbi Innovator

AI-Powered Research Innovation and Idea Generation

Workflow Overview

1. Topic Input: Enter your research area or problem statement
2. Systemic Analysis: AI performs comprehensive background research
3. Idea Generation: Receive scored, referenced innovation candidates
4. Idea Expansion: Develop selected ideas into full implementations
5. Output Generation: Create paper manuscripts or patent disclosures

Available Functions

• Start Ideation & Best Practices - Begin your innovation journey and optimize results
• Research Paper Drafting - Generate academic manuscripts
• Patent Disclosure Generation - Create IP documentation

Start Ideation & Best Practices

Unlock Innovative Ideas with Gatsbi Innovator and Optimize Your Workflow

Part 1: Starting Your Innovation Journey

Step 1: Select Gatsbi Innovator

Ensure "Gatsbi Innovator" is selected in the top-left service menu to activate the ideation engine.

Step 2: Enter Your Research Topic

Step 3: Systemic Analysis

Gatsbi performs multi-step automatic analysis before idea generation:

• Component Analysis and Research Gap Identification
• Technology Trend Assessment
• Feasibility Evaluation
• Innovation Potential Scoring

Step 4: Idea Generation

The system generates 10-20 idea candidates, each including:

Step 5: Idea Expansion

Expand your selected generated idea into comprehensive implementation details. The expansion provides:

• Modeling Approaches: Mathematical formulations, algorithms, and theoretical frameworks
• System Architecture: Module integration relationships and component interactions
• Implementation Methodology: Step-by-step development process and technical requirements
• Technical Specifications: Detailed parameters, constraints, and performance metrics
• Integration Strategy: How different system modules connect and communicate

The expansion transforms a high-level concept into an actionable research plan with concrete technical details.

Part 2: Best Practices & Optimization Tips

Input Optimization Strategies

Working with Automatically Generated Analyses

Control Buttons for Each Analysis Step

Every generated section includes three powerful control buttons:

Advanced Techniques

1. Iterative Refinement

• Focus on core components to narrow down your research subject
• Use "Regenerate with Instructions" to focus on promising directions
• Review and evaluate generated ideas for quality and relevance

2. Multilingual Capabilities

• Input topics in any language
• Core analysis in English ensures accuracy
• Comments translated back to input language

3. Quality Assurance Checklist

• ✓ Verify technical accuracy of proposals
• ✓ Check citation relevance and recency
• ✓ Ensure feasibility aligns with resources
• ✓ Validate novelty claims against literature

Common Pitfalls to Avoid

Pro Tips for Maximum Productivity

1. Focus Your Research: Try focusing on specific systems or modules to find the most suitable innovation points
2. Monitor Analysis Process: Read intermediate analysis steps; use "Regenerate with Instructions" to intervene if results deviate from expectations
3. Systematic Exploration: Expand top 3-5 ideas before deciding; compare their technical feasibility and innovation potential
4. Leverage References: Check cited papers for additional insights, related work, and potential research gaps to explore

Research Paper Drafting

AI Paper Writing with Citations, Figures, and More

Key Features

• One-click research paper generation
• Automated creation of all manuscript elements
• Automatically retrieves and inserts real citations
• Multiple export formats

Automated Elements

Manuscript Generation Process

Step 1: Configure Settings

• Select word count (up to 5,000 words)
• Use word count estimator tool (if unsure)

Step 2: Generate Manuscript

Click "Write a Paper Manuscript" button to start automated generation.

Step 3: Review Generated Content

The system creates comprehensive manuscript elements:

• Title and Abstract
• Introduction with literature review
• Methodology section
• Results with figures and tables
• Discussion and implications
• Conclusion
• References

‹ ›

Page 1 of 10

Export Options

Supported Citation Styles

Unique Advantages

• Advanced language modeling for natural writing
• Minimal user intervention required
• Maintains academic writing standards
• Consistent formatting throughout

Patent Disclosure Generation

Create comprehensive patent disclosure documents to protect your intellectual property.

What is a Patent Disclosure?

A patent disclosure document is a detailed technical document describing an invention. Its purpose is to:

• Protect intellectual property
• Establish novelty of an innovation
• Provide technical documentation for patent filing
• Create a formal record of invention

Generation Process

Step 1: Switch to Patent Mode

Change from "Research" to "Patent" mode in the application.

Step 2: Select Language

Choose from 10 supported languages:

• English
• French
• German
• Chinese Simplified
• Chinese Traditional
• Japanese
• Korean
• Spanish
• Portuguese
• Russian
• Arabic

Step 3: Generate Document

Click "Write a Patent Disclosure" button to begin generation.

Key Document Components

‹ ›

Page 1 of 10

Export Options

• DOCX Format: Editable document for review and submission
• Markdown Format: Version control friendly format

Gatsbi Writer

Transform Your Existing Research into Professional Documents

Key Features

When to Use Gatsbi Writer

• You have completed research with results and data
• You need to transform rough notes into formal documents
• You want to repurpose research for different formats
• You need professional formatting and structure

Workflow

1. Select "Gatsbi Writer" from the service menu
2. Input your research (text or DOCX file)
3. Review AI-generated summary
4. Choose output format (paper, patent)
5. Export in your preferred format

Write from Research Notes or Existing Results

Transform your existing research into polished manuscripts or patent disclosures.

Getting Started

Step 1: Select Gatsbi Writer

Choose "Gatsbi Writer" from the service menu.

Step 2: Provide Research Input

You can provide your research in two ways:

• Type or paste research description directly
• Attach a .DOCX document containing your research

Step 3: Automatic Research Type Recognition

After you input or attach your prior research materials, Gatsbi Writer automatically identifies the research type (methodological, empirical, or case study) based on your content. If the automatic recognition is incorrect, you can explicitly specify the research type by including it in your title input. For example: "On the effectiveness of online learning: A Case Study" clearly indicates a case study research.

Step 4: Research Summarization

Gatsbi Writer generates a comprehensive research summary focusing on:

• Methodology details
• Key results and findings
• Critical contributions
• Implications and applications

Minimum Input Requirements

If your prior research consists of a methodology study, i.e. you propose a novel method, model or process to solve a technical problem, the minimum input for Gatsbi Writer is a description of your methodology. You can also provide the experimental results if they are available. If your prior research involves experiments or statistics only, then it will be considered as an experimental study, in which case, the experimental results are required for Gatsbi Writer to work. Similarly, if you want to write a case study paper, you need at least provide either narrative or quantitative findings of the case study to Gatsbi Writer. If any of the required information above is missing, Gatsbi Writer will display a reminder message and prompt you to provide it.

Output Options

After summarization, you can generate:

• Full research manuscript
• Patent disclosure document (only for methodological research)

The Humanizer Plugin

Enhance AI-generated manuscripts with natural, human-like academic language.

Key Benefits

• Reduces AI detection scores to nearly 0%
• Preserves technical accuracy and logical coherence
• Improves academic writing fluency
• Maintains original meaning and content

How to Use

Step 1: Generate Your Manuscript

First, create your manuscript using Gatsbi's standard tools.

Step 2: Access Humanizer

Click the "Humanizer" button near the export option.

Step 3: Processing

The plugin rewrites text paragraph-by-paragraph to:

• Vary sentence structure
• Add natural transitions
• Introduce stylistic variations
• Enhance readability

Credit System

Comparison

Pro Tips

• Use for final manuscript polishing
• Helpful for journal submissions with AI-detection concerns
• Review output to ensure meaning preservation

The Plugin Credit System

Understanding and managing credits for advanced Gatsbi features.

What Are Plugin Credits?

Plugin credits are a separate resource system for accessing advanced add-on features like the Humanizer plugin. They:

• Enable premium plugin functionality
• Do not affect core tools (Gatsbi Writer, Gatsbi Innovator)
• Provide flexible usage options

Credit Types

How to Buy Credits

1. Click the Balance area in the top right corner of the paper writing interface
2. Click the "Buy More Credits" button
3. Select credit package
4. Complete secure payment
5. Credits instantly added to account

Credit Consumption Order

The system automatically uses credits in this order:

1. Free monthly credits - Used first
2. Purchased credits - Used when free credits exhausted

Handling Insufficient Credits

Solutions:

• Wait for monthly credit refresh
• Purchase additional credits

Gatsbi Reviewer

AI-Powered Systematic Literature Reviews and Meta-Analyses

Key Capabilities

Review Types Supported

PRISMA Compliance

All reviews follow PRISMA (Preferred Reporting Items for Systematic Reviews and Meta-Analyses) guidelines:

• Structured search strategy
• Clear inclusion/exclusion criteria
• PRISMA flow diagram
• Risk of bias assessment
• Transparent reporting

Systematic Literature Review

Automatically generate comprehensive Systematic Literature Reviews with AI-powered analysis.

Getting Started

Select Gatsbi Reviewer from the service menu to access systematic review features.

4-Step Process

Step 1: Enter Research Topic

• Input your research topic or question in the search box
• Leave meta-analysis checkbox unchecked for systematic review only
• Optional: Set earliest publication year to filter recent studies

Step 2: Automated Search and Screening

The system automatically:

• Searches across major academic databases simultaneously
• Uses AI-powered screening to identify most relevant studies
• Filters based on relevance and methodological quality
• Identifies eligible studies based on your research question

Step 3: Review and Curate Studies

Step 4: Write Manuscript

After curation, Gatsbi Reviewer immediately generates your systematic review manuscript with:

• Comprehensive narrative synthesis of findings
• Thematic analysis across all included studies
• Structured sections following PRISMA guidelines
• Discussion of implications and research gaps
• Properly formatted citations and references

Key Features

Sample Systematic Review Output

‹ ›

Page 1 of 6

Meta-Analysis with Gatsbi Reviewer

Perform statistical synthesis of quantitative studies with automated data extraction and analysis.

Process for Meta-Analysis

Step 1: Enter Research Topic

• Input your research topic or question in the search box
• Check the meta-analysis checkbox to enable quantitative synthesis
• Optional: Set earliest publication year to filter recent studies

Step 2: Automated Search and Screening

The system automatically:

• Searches across major academic databases for quantitative studies
• Uses AI to identify studies with comparable outcome measures
• Filters studies suitable for statistical pooling
• Screens based on methodological quality and data availability

Step 3: Review and Curate Studies

Enhanced curation for meta-analysis:

• Generate structured outline showing candidate studies
• Review study designs and verify outcome measure compatibility
• Select/deselect studies with sufficient statistical data
• Upload custom PDFs for studies not found in automated search

Step 4: Data Extraction and Analysis

Automated extraction and analysis process (10-20 minutes):

• Automatically extracts effect sizes and confidence intervals
• Calculates pooled estimates using appropriate statistical models
• Assesses heterogeneity using I² statistics and Q-tests
• Performs subgroup and sensitivity analyses
• Generates publication bias assessments

Step 5: Write a Paper Manuscript

After data extraction completes, click the "Write a Paper Manuscript" button to generate your comprehensive meta-analysis manuscript. The system will automatically integrate all statistical results, forest plots, funnel plots, and data tables into a properly formatted academic paper following journal guidelines.

Statistical Outputs

Requirements for Meta-Analysis

• Recommended minimum of 10 studies with quantitative data
• Comparable outcome measures across studies
• Sufficient statistical information (means, SDs, CIs, effect sizes)
• Similar study designs or adjustable for heterogeneity

Sample Meta-Analysis Output

‹ ›

Page 1 of 8

Payment Methods

Credit/Debit Card (via Stripe)

WeChat Pay / 微信支付

Manage Subscription

For Stripe Users

Click the "Subscription Management" button to access the Stripe portal where you can:

• Upgrade your current subscription plan
• Cancel your subscription (Note: Cancellation stops future charges at the next billing date. Your access remains active until then)

For WeChat Pay Users

Invoices

For Stripe Users

Stripe automatically generates and sends invoices and receipts to your registered email. To customize your invoice details:

• Preferred method: Enter your company name, VAT number, and other details directly during checkout
• Alternative: Contact Customer Support for manual invoice generation

For WeChat Pay Users / 微信支付用户

Customer Support

Get help quickly through multiple support channels.

Contact Methods

Reporting Technical Issues

Response Times

• Typically respond within 24 hours
• During holidays, response time may extend to 48 hours
• Both email and ticket systems follow the same response timeline

Self-Service Resources

• Check this user guide for detailed instructions
• Visit our FAQ section on the website
• Watch tutorial videos on the website