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
Alteryx Copilot is currently in Public Preview. Go to Alteryx Marketplace to download Alteryx Copilot and get started with your workflow assistant.
Users on the new Alteryx Editions (Professional or Enterprise) can download Alteryx Copilot via Alteryx One Platform. For installation details, refer to Install or Update Copilot below.
Go to Alteryx Copilot Release Notes to learn about updates and fixes.
Limitations
Alteryx Copilot has the these limitations:
Language Support: Alteryx Copilot supports English for both prompts and responses. It might understand prompts in various languages, but responses will be in English and might be inaccurate.
Alteryx Copilot can’t answer questions outside of the context of Alteryx products.
Alteryx Copilot can’t move, edit, or delete tools.
Alteryx Copilot doesn't know your data environment.
Alteryx Copilot might not always connect tools to one another. You might need to connect them after they’re added to the canvas.
In some cases, Alteryx Copilot might respond to questions unrelated to Alteryx Designer. As a reminder, Alteryx Copilot is only intended to help you build Alteryx Copilot workflows.
Limitations with Data Sampling Disabled or Using Designer Version 24.2 and Older
If you’re using Designer Desktop version 24.2 and older, or if Data Sampling is disabled, these additional limitations apply:
Alteryx Copilot can’t answer questions about your data. It only has access to workflow metadata.
Alteryx Copilot can’t run workflows or interact with the user interface beyond adding tools to the canvas.
Alteryx Copilot can’t see your data. It might ask you to paste a sample into the chat window so it can assist you.
Alteryx Copilot only uses your metadata, such as column names, if you transpose your data such that row values are used as column names, Alteryx Copilot can then use those values.
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 data to Alteryx Copilot, you must uninstall Alteryx Copilot.
By default, Alteryx Copilot only has access to workflow metadata, workflow XML, and your dataset metadata. Metadata is only sent to Alteryx Copilot when you send a new prompt. To allow Alteryx Copilot to access your data for more accurate responses, turn on Data Sampling.
Important
Alteryx Copilot never uses customer data for model training.
Caution
Do not include Personally Identifiable Information (PII) or other sensitive information due to privacy concerns.
Data Sampling
Important
Data Sampling requires Designer Desktop version 2025.1 and newer and Alteryx Copilot version 4.1.2 and newer.
Turn on Data Sampling to give Alteryx Copilot permission to access data in your workflow. With access to your data, Alteryx Copilot can provide more intelligent, data-aware assistance. With Data Sampling turned off, Alteryx Copilot only has access to workflow metadata.
Note
By enabling Data Sampling, you permit Alteryx Copilot to sample data from your workflow, subject to the terms of the Alteryx End User License Agreement or other applicable agreement governing your use of Designer Desktop and Alteryx Copilot .
To turn on Data Sampling:
From Alteryx Copilot, select Settings (gear icon).
Under Privacy, turn on the Data Sampling toggle.
Once turned on, Data Sampling applies to all workflows you use with Alteryx Copilot. It also remains on after you restart Designer Desktop or reload Alteryx Copilot.
To turn off Data Sampling:
From Alteryx Copilot, select Settings (gear icon).
Under Privacy, turn off the Data Sampling toggle.
How Data Sampling Works
Alteryx Copilot might request a sample of data at specific tool anchors when it determines the data is necessary to respond accurately to your question.
Data is retrieved from the Designer Browse Everywhere YXBE file. The YXBE file is a temporary snapshot of data available at anchor points after you run a workflow. Learn more about Browse Everywhere data.
To configure how much data Browse Everywhere stores, go to Options > User Settings > Edit User Settings > General > Override Tool Results Settings > Memory Limit per Anchor. By default, the memory limit is capped at 1 MB per anchor.
For Alteryx Copilot to access data in your workflow, you must run the workflow to generate or refresh the YXBE file. If data isn’t available at the requested anchor, Alteryx Copilot might run the workflow to create or refresh the data sample.
Benefits of Data Sampling
When you turn on Data Sampling, Alteryx Copilot can…
Recommend more appropriate tools or configurations based on your data.
Suggest profiling tools to detect potential issues like nulls or outliers in your data.
Offer guidance on transformations such as converting data types or formatting columns.
Provide enhanced answers to exploratory, analytics-focused prompts where knowing column values helps define next steps.
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.
Alteryx Copilot Setup
To set up Alteryx Copilot for the first time, follow the installation and cloud connection guides.
To restrict accoes or remove Alteryx Copilot, follow the disable Alteryx Copilot or unistall guides.
Use Alteryx Copilot as a Workflow Assistant
Chat with Alteryx Copilot in a natural and conversational way to assist you with building your workflows. Learn more how Alteryx Copilot can help you build your workflows.
Supported Tool Recommendations
Alteryx Copilot recommends many of the commonly used tools in Designer. View the list of supported tool recommendations.
Caution
If Alteryx Copilot recommends an unsupported tool, you might need additional configuration for the tool to work correctly.
Provide Feedback
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!
Frequently Asked Questions
Have questions about how Alteryx uses AI? Review frequently asked questions for Alteryx Copilot.