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Set Up Alteryx Copilot

Connect Alteryx Copilot

Connect Alteryx Copilot to Alteryx One from the chat window in Designer. If you've closed the Alteryx Copilot chat window, go to View and then select Alteryx Copilot to open it.

  1. From the Alteryx Copilot chat window, select Start. If the window isn’t open, go to View and then select Alteryx Copilot.

  2. Select your Alteryx One workspace from the Available Workspaces dropdown, if it's not already selected. To add a different Alteryx One workspace...

    1. Go to File > Manage Connections > Alteryx Links.

    2. Select New and then select your cloud instance (for example, select United States if your URL starts with us1).

    3. Sign in to Alteryx One and then select the workspace you want to use.

    4. Follow the on-screen prompts and then you can select the new workspace from Alteryx Copilot.

  3. Select Continue to begin your chat with Alteryx Copilot.

Access Controls for Admins

The Workspace Admin can limit access to Alteryx Copilot at the user role level and Data Awareness at the workspace level.

Alteryx Copilot User Access

If you are on a Professional or Enterprise Edition, Alteryx Copilot is available to all users with the Basic or Full User role assigned to them by default. To limit user access to Alteryx Copilot, create a custom role without the Copilot capability enabled and then assign that role to your users. Learn more about roles and capabilities.

Data Awareness Workspace Access

To limit how Alteryx Copilot can sample data for all users on a workspace, disable Data Awareness from the Workspace Settings Page:

  1. From Alteryx One, select Profile menu > Workspace Admin > Settings.

  2. Go to AI > Copilot > Copilot Data Access.

  3. Select Disabled from the dropdown. Changes to workspace settings save automatically.

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