Alteryx Copilot
Alteryx Copilot is your AI-powered workflow assistant. You can ask Alteryx Copilot questions about Designer or for help with adding tools to your workflow. Chat with Alteryx Copilot in a natural and conversational way to assist you with building your workflows. Alteryx Copilot uses Generative AI to analyze your current workflow for tailored recommendations. Alteryx Copilot can even add preconfigured tools to the canvas for you. With Alteryx Copilot, spend less time building your workflows and get to your insights faster!
Note
The Private Preview phase of Alteryx Copilot is now closed. To register your interest in accessing Alteryx Copilot in Public Preview, go to the signup page.
Limitations
Language Support: Alteryx Copilot supports English for both prompts and responses. Note that Alteryx Copilot might be able to understand prompts in various languages. However, the resulting response might not be correct and is in English.
Workflow Size: Alteryx Copilot supports workflows that contain up to 50 tools at this time.
Alteryx Copilot can’t answer questions about your data. It only has access to workflow metadata.
Alteryx Copilot can’t answer questions outside of the context of Alteryx products.
Data Privacy
Alteryx Copilot uses Google Gemini Pro to generate responses and data privacy is not guaranteed. Additionally, you can't disable Alteryx Copilot. To ensure you don't send metadata to Alteryx Copilot, you must uninstall Copilot.
Note that metadata is only sent to Alteryx Copilot when you send a new prompt. Alteryx Copilot only has access to workflow metadata, workflow XML, and your dataset metadata.
Important
Alteryx Copilot never uses customer data for model training.
Warning
Do not include Personally Identifiable Information (PII) or other sensitive information due to privacy concerns. Note that Alteryx Copilot includes a PII filter, however this doesn’t guarantee privacy.
Data Retention
Alteryx retains message history for a period of up to 2 years. Note that Preview accounts don’t have the ability to request the deletion of message history.
Supported Tool Recommendations
These are the supported tools that Alteryx Copilot might recommend for your workflow:
Tool Name | Tool Category |
|---|---|
Browse | In/Out |
Output Data | In/Out |
Data Cleansing | Preparation |
Filter | Preparation |
Formula | Preparation |
Multi-Field Formula | Preparation |
Sample | Preparation |
Select | Preparation |
Sort | Preparation |
Unique | Preparation |
Append Fields | Join |
Find Replace | Join |
Join | Join |
Union | Join |
DateTime | Parse |
Text to Columns | Parse |
Cross Tab | Transform |
Summarize | Transform |
Transpose | Transform |
Comment | Documentation |
Caution
If Alteryx Copilot recommends an unsupported tool, you might need to configure the tool for it to work correctly.
Install or Update Alteryx Copilot
Important
Alteryx Copilot requires Designer version 2023.2 or newer. Follow this guide to update Designer.
Go to the Private Preview link you were provided and then download the Alteryx Copilot YXI file.
Open Designer and then open the Alteryx Copilot YXI file you just downloaded to start the installation process.
Note
Alteryx Copilot 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 Copilot window, go to View and then select Alteryx Copilot.
Uninstall Alteryx Copilot
To uninstall Alteryx Copilot, follow these steps…
Close Designer if it is open.
If you use Windows…
Go to
C:\Users\<username>\AppData\Roaming\Alteryx\Extensions.
If you use a Mac…
For Non-Admin Designer, go to
AppData\Roaming\Alteryx\Extensions.For Admin Designer, go to
C:\ProgramData\Alteryx\Extensions.
Select the
AyXChatBotExtfolder and delete it.Open Designer.
Connect Alteryx Copilot
Connect to Alteryx Copilot from the chat window in Designer.
From the Alteryx Copilot chat window, select New to Alteryx Copilot? Start a Preview.
If the window isn’t open, go to View and then select Alteryx Copilot.
Select Start Preview to join the Private Preview.
Once authenticated, you can start using Alteryx Copilot.
Generate Recommendations with Alteryx Copilot
Enter a prompt in the Alteryx Copilot window and then select the send icon to generate new recommendations for your workflow.
Note
Alteryx Copilot limits message size to 1000 characters.
If your prompt is relevant to supported Alteryx products, Alteryx Copilot responds in 1 of 2 ways…
Provides general knowledge answers and links to help documentation.
Automatically adds and configures new tools to your workflow. Note that the tool configuration might not match the recommendation. Please ensure that the tool configuration is correct before running the workflow.
Run your workflow to update Alteryx Copilot with the most recent workflow metadata. Alteryx Copilot works best with the most up to date information.
Note
For more accurate recommendations, add comments to your workflow that describe your data or what you want to do. Comments act as additional prompts for Copilot responses.
General Prompt Guidelines
When you interact with Alteryx Copilot, 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 names that are relevant to your prompt.
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
Alteryx Copilot can also help you learn more about Designer tools. Ask it questions like…
“What does a tool container do?"
“What is the difference between the Cross Tab and Transpose tool?”
“When does the Multi-Field Formula tool do?”
If applicable, Alteryx Copilot provides links to the relevant help documentation.
Provide Feedback
If a prompt doesn’t return the answer that you expected, please let us know. This is how we make Alteryx Copilot better for you!
To provide feedback, enter the phrase [Feedback], followed by your feedback into the chat window.
Feedback Example
“[Feedback] Alteryx Copilot didn’t configure the Sort tool in the way that I expected. It should have put a greater than symbol, but instead it put a less than symbol.”