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Use Ask Alteryx

Ask Alteryx appears as a window in Designer, similar to the tool configuration window. You can dock or hide the window from the 3-dot menu. To bring back the Ask Alteryx window, go to View and then select Ask Alteryx.

Build a Workflow with Ask Alteryx

Caution

Do not include Personally Identifiable Information (PII) or other sensitive information due to privacy concerns.

  1. Enter a prompt in the Ask Alteryx chat window and then select the send icon to generate new recommendations for your workflow.

  2. Ask Alteryx can act on your prompt in multiple ways. These are examples of what it can do:

    1. Provide general knowledge answers about Designer Desktop and links to help documentation.

    2. Create a summary of what your workflow does. Ask Alteryx can also document your workflow with the Comment tool.

    3. Automatically add and configure tools to your workflow.

    4. Edit or delete tools on the canvas.

    5. Troubleshoot workflow errors for you.

    6. Provide next steps for building your workflow.

    7. Run your workflow for you.

Caution

Ask Alteryx can make mistakes. Please review and verify all outputs carefully before using the suggested tools in your production workflows.

General Prompt Guidelines

When you interact with Ask Alteryx, follow these guidelines to get the most accurate responses to your prompt:

  • Provide a summary of what you want to accomplish.

  • Provide context to your question. Include as much information as you can.

  • Include specific column names and tool IDs that are relevant to your prompt. To find the tool ID, hover over the tool to see the tool name and ID.

Don't:

  • Use general phrases: "Clean my data."

Do:

  • Use specifics: "I want to evaluate the HR data in this workflow. I need to clean my data. Can you remove the rows with null values in the 'Attrition' field?"

Get Help with Tools

Ask Alteryx can also help you learn more about Designer Desktop tools. Ask it questions like…

  • “What does a tool container do?"

  • “What is the difference between the Cross Tab and Transpose tool?”

  • “What does the Multi-Field Formula tool do?”

Note

Didn’t receive the response you expected? Use the thumbs up and down icons in the chat window to provide feedback. This helps us improve Ask Alteryx!

Ask Alteryx Interface

Review the information below to become familiar with the Ask Alteryx user interface. These are the options available via Ask Alteryx:

  • Chat: When you open Ask Alteryx in Designer Desktop, Chat (speech bubble icon) is the default view. This is where you enter your prompts and view Ask Alteryx's responses.

  • Settings: The Settings page (gear icon) includes options to configure and manage Ask Alteryx:

    • Data Awareness: Turn on or off the ability for Ask Alteryx to sample your data for better insights. For more information, go to Data Awareness.

    • Current Workspace: View the connected Alteryx One workspace. To switch the workspace, Reload Copilot and then select a different workspace.

    • Reload Copilot: Restart Ask Alteryx.

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