The Scenario
You're a conversational AI developer at an agency. A client wants ten distinct AI sales characters in Convolo.ai — each with a name, a voice type, and a detailed backstory — to run across different product lines and regional markets.
The character specs are already built. Your colleague who designed them left an Excel workbook with ten rows: column A for name, column B for voice type, column C for the backstory. It's clean work. Everything is there.
What's not there is time. The client review call is at 3 PM and you were told the characters would already exist in Convolo.ai when the demo starts. It's noon. Creating ten characters by hand through the Convolo.ai interface — filling in the same form fields ten times, copying backstories that are three paragraphs long — is going to take the next two hours if everything goes perfectly.
The bad version:
- Open Convolo.ai's character creation interface, manually type the name from row 1, select the voice type from a dropdown, paste the backstory from column C, submit, wait for the character ID to appear, copy it into column D of your workbook
- Move to row 2 — except the voice type for this character is "Professional Female" and you're not sure if that's the exact label in the Convolo.ai dropdown or a close variant, so you have to check
- Finish character 6 and realize you pasted the row 5 backstory into row 6's form field and now Convolo.ai has a character named "Marcus" with the personality of "Sofia" and you need to go back and delete it
Ten characters. Ten form submissions. Ten manual writebacks to the workbook. And a mistake somewhere in the middle that costs you another twenty minutes to untangle.
The demo is in three hours and this is the only task on your list that produces a deliverable the client can actually see.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your character definition rows, understands what Convolo.ai's character creation endpoint expects, and through its built-in Convolo.ai integration it creates all ten characters in one run and writes the returned character IDs back into column D.
Create a Convolo.ai character for each row in my workbook using the name from column A, the voice type from column B, and the backstory from column C. Write the returned character ID into column D. Skip any rows where column A is empty.
What You Get
- All ten characters are created in Convolo.ai in a single run
- Column D receives the character ID returned by Convolo.ai for each row — ready to use in your demo configuration
- Rows where column A is empty are skipped without error
- Any row that fails (e.g., an unrecognized voice type) gets an inline error note in column D so you know exactly which character to fix
What If the Data Is Not Quite Ready
Voice type values in column B don't match Convolo.ai's accepted labels exactly
Your workbook has "Professional Female" but Convolo.ai expects "professional_female." The API will reject the row.
Normalize the voice type values in column B before submitting — convert spaces to underscores and make everything lowercase — then create a Convolo.ai character for each row using the name from column A, normalized voice type, and backstory from column C. Write the returned character ID into column D.
Backstories in column C were drafted in different styles and need a consistent format
Some are bullet points, some are flowing paragraphs, some have notes in brackets that were meant to be removed before submission.
Clean the backstory text in column C: remove anything inside square brackets and convert bullet-point formatting to flowing prose. Then create a Convolo.ai character for each row using the name from column A, voice type from column B, and cleaned backstory. Write the returned character ID into column D.
Character names need a regional prefix added based on a market tag in column E
The client wants "EMEA — Marcus" and "APAC — Sofia" as the display names in Convolo.ai. Column E has the market tag.
Combine the value in column E and the name in column A — formatted as "[market] — [name]" — and use that as the character name. Use the voice type from column B and the backstory from column C. Create the Convolo.ai character and write the returned ID into column D.
Full kill chain: normalize, clean, prefix, create, and flag any failures
The workbook has misformatted voice types, backstories with bracket notes, a market tag column that sometimes says "TBD," and any failed creation should be clearly marked for re-review.
Normalize voice types in column B to lowercase with underscores. Clean backstories in column C by removing bracket notes and converting bullets to prose. If column E says "TBD," skip that row and write "Skipped — market undefined" in column D. Otherwise, prepend the column E value to the column A name as "[market] — [name]," create a Convolo.ai character using the formatted name, normalized voice type, and cleaned backstory, and write the returned character ID into column D. For any row that fails, write the error message in column D so I can fix it.
One prompt covers the full pipeline — normalization, conditional logic, creation, writeback, and error surfacing — without requiring separate cleanup and submission steps.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you've defined Convolo.ai character specs — then ask it to create all the characters in one run and write the IDs back into a column. When you're done, see how to bulk-evaluate sales conversations or return to the Convolo.ai hub overview.