Help & Documentation

Chat Mode lets you build transformations conversationally. Describe what you need in plain English, and the agent will analyze your file, propose a transformation plan, and generate the scripts.

Tips for better results

• Be specific about field names and output format — "combine first_name and last_name into full_name" beats "merge the name columns"
• Upload a data dictionary if you have one. Spec documents, PDFs, and Word files all work.
• If the preview isn't right, tell the agent what's wrong. It will revise and show you a new preview.
• You can upload additional files mid-conversation if the agent needs more context.
• For complex mappings, upload both a source and target sample so the agent can see exactly what you need.

What the agent will ask you to approve

• Data dictionaries — the agent extracts field definitions from your documents and asks you to confirm before proceeding.
• Transformation plans — before generating scripts, the agent shows you what it intends to do. Approve or request changes.

Data Shepherd is designed so that AI never processes your actual data records.

• AI sees structure, not content. The AI analyzes a small sample to understand field names, formats, and types. Your full dataset is never sent to the AI model.
• Scripts are deterministic. Once generated, the scripts run server-side without AI involvement. Same input, same output, every time.
• You approve before anything runs. Preview the output on sample data first. Nothing touches your full dataset until you say so.
• Data stays on the platform. Files are processed in isolated server environments and are never shared with third parties.

Source data changes — columns get renamed, formats shift, new fields appear. Auto-heal detects when a saved transformation fails on new data and automatically generates revised scripts to handle the changes.

• Enable or disable auto-heal per transformation from its detail page.
• When a job is auto-healed, you'll see a summary of what changed and can choose to accept the updated version.
• Available on Pro and Max plans.

Integrate Data Shepherd into your own systems with the REST API. Run transformations, check job results, and monitor webhooks programmatically.

• Create API keys in Settings → API Keys & Webhooks with scoped permissions (read, run).
• API keys are for running transformations and monitoring results. Creating and managing transformations, schedules, and connectors is done on the site.
• Set up webhooks on the site to get notified when jobs complete or fail. Monitor webhook deliveries via the API.
• API documentation is available in the API Keys & Webhooks settings tab.
• Available on Growth, Pro, and Max plans.

• Upgrade or downgrade anytime from Settings → Subscription. Changes are prorated.
• Manage billing (update card, download invoices) through the Stripe billing portal, accessible from Settings.
• View usage on your Dashboard — saved transformations, jobs this period, and generations remaining.
• Email notifications can be configured in Settings → Notifications for job completions, failures, and weekly summaries.
• Delete your account from Settings → Account. This permanently removes all transformations, job history, and subscription data.