Skip to main content

Use Alteryx Copilot

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

Build a Workflow with Alteryx Copilot

Caution

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

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

  2. Alteryx Copilot 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. Alteryx Copilot 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.

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 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

Alteryx Copilot 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 Alteryx Copilot!

Alteryx Copilot Interface

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

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

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

    • Data Awareness: Turn on or off the ability for Alteryx Copilot 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 Alteryx Copilot.

In this section: