Skip to main content
  • Alteryx
  • Alteryx Copilot

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), you can download Copilot via the Alteryx Analytics Cloud (AAC). Refer to Install or Update Copilot below for installation details.

Go to Alteryx Copilot Release Notes to learn about updates and fixes.

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.

  • 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.

  • Alteryx Copilot can’t run workflows or interact with the user interface beyond adding tools to the canvas.

  • Alteryx Copilot can’t move, edit, or delete tools.

  • Alteryx Copilot doesn't know your data environment.

  • Alteryx Copilot doesn't fully support formula capabilities.

  • Alteryx Copilot can’t see your data, and it might ask you to paste a sample into the chat window if that will help Copilot help you.

  • Alteryx Copilot might not always connect tools to one another, you might need to do so after Copilot places the tools on the canvas.

  • In some circumstances, Alteryx Copilot might respond to questions unrelated to Alteryx Designer. As a reminder, Alteryx Copilot is only intended to support you in building Alteryx Designer workflows.

  • While Copilot only uses your metadata (for example, column names), if you transpose your data such that row values are used as column names, Copilot can then use these 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 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.

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.

Frequently Asked Questions

Have questions about how Alteryx uses AI? Review frequently asked questions for Alteryx Copilot.

Supported Tool Recommendations

These are the supported tools that Alteryx Copilot might recommend for your workflow:

Caution

If Alteryx Copilot recommends an unsupported tool, you might need additional configuration for the tool to work correctly.

Tool Name

Tool Category

Browse

In/Out

Date Time Now

In/Out

Input Data

In/Out

Output Data

In/Out

Text Input

In/Out

Auto Field

Preparation

Create Samples

Preparation

Data Cleansing

Preparation

Filter

Preparation

Formula

Preparation

Generate Rows

Preparation

Multi-Field Binning

Preparation

Multi-Field Formula

Preparation

Multi-Row Formula

Preparation

Random % Sample

Preparation

Rank: Note that Copilot might recommend the Rank tool in Designer versions older than 24.2, where Rank is not available.

Preparation

Record ID

Preparation

Sample

Preparation

Select

Preparation

Select Records

Preparation

Sort

Preparation

Tile

Preparation

Unique

Preparation

Append Fields

Join

Find Replace

Join

Fuzzy Match

Join

Join

Join

Join Multiple

Join

Make Group

Join

Union

Join

DateTime

Parse

RegEx

Parse

Text to Columns

Parse

XML Parse

Parse

Arrange

Transform

Count Records

Transform

Cross Tab

Transform

Make Columns

Transform

Running Total

Transform

Summarize

Transform

Transpose

Transform

Weighted Average

Transform

Comment

Documentation

Buffer

Spatial

Create Points

Spatial

Distance

Spatial

Find Nearest

Spatial

Generalize

Spatial

Heat Map

Spatial

Poly-Build

Spatial

Poly-Split

Spatial

Smooth

Spatial

Spatial Info

Spatial

Spatial Process

Spatial

Trade Area

Spatial

Block Until Done

Developer

Detour

Developer

Detour End

Developer

Download

Developer

Dynamic Rename

Developer

Dynamic Replace

Developer

Dynamic Select

Developer

Field Info

Developer

JSON Build

Developer

JSON Parse

Developer

Message

Developer

Install or Update Alteryx Copilot

Minimum Designer Version

Alteryx Copilot requires Designer version 2023.2.1.3.133 (Patch 3) or newer. Follow this guide to update Designer. Note that Copilot might recommend the Rank tool in Designer versions older than 24.2, where Rank is not available.Download and Install a Product

Once installed, 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.

WebView2

Alteryx Copilot relies on a new Microsoft technology called WebView2. This comes installed out-of-the-box on most Windows versions supported by Designer. However, Windows Server doesn't currently include WebView2. If Copilot detects that it's running in an environment where WebView2 is not installed, it prompts you to install it.

We recommend that an Admin user trigger the WebView2 installation and install it for all users.

Marketplace Download

  1. Go to Alteryx Marketplace and then search for Alteryx Copilot.

  2. From the Alteryx Copilot page, select Get Add-On to add it to your apps.

  3. Select Alteryx Copilot from your available applications. To view your available applications, go to Profile Menu > Account > Applications.

  4. Go to the Download Files tab to Download the latest YXI installation file.

  5. Open Designer and then open the Alteryx Copilot YXI file you just downloaded to start the installation or update process.

Alteryx Analytics Cloud Download

If you’re an Alteryx user on the new Alteryx Editions (Professional or Enterprise), you can download Copilot via the Alteryx Analytics Cloud (AAC). To download Copilot from AAC, sign in to your AAC workspace and follow these steps:

  1. Select your profile picture/icon.

  2. Go to Product Downloads and select Copilot from the list (Copilot is part of the Designer Desktop download options).

  3. Select Download to start the YXI file download.

  4. Open Designer and then open the Alteryx Copilot YXI file you just downloaded to start the installation or update process.

Update Copilot

When a new version of Copilot is available, you’ll receive an alert via a banner in the Copilot UI.

  • You can select the Download link via the banner or select the “x” icon to dismiss the banner. The Download link opens either the Alteryx Marketplace or AAC (depending on your account type), where you can download the new version of Copilot.

  • If you dismissed the banner, go to the About tab (“i” icon) in the Copilot UI to access the Download Update option.

Uninstall Alteryx Copilot

To uninstall Alteryx Copilot, follow these steps…

  1. Close Designer if it's open.

  2. If you use Windows…

    • For Non-Admin Designer, go to C:\Users\<username>\AppData\Roaming\Alteryx\Extensions.

    • For Admin Designer, go to C:\ProgramData\Alteryx\Extensions.

  3. If you use a Mac…

    • For Non-Admin Designer, go to AppData\Roaming\Alteryx\Extensions.

    • For Admin Designer, go to C:\ProgramData\Alteryx\Extensions.

  4. Select the AyXChatBotExt or AyxCopilotExt folder and delete it.

    • The AyXChatBotExt folder applies to the previous version of Alteryx Copilot (available via Private Preview). Once you install the Public Preview version of Copilot from the Alteryx Marketplace, you will not need to uninstall it before you install a new version.

    • If you do need to uninstall the Public Preview version of Copilot, follow the above steps and delete the AyxCopilotExt folder instead.

  5. Open Designer.

Connect Alteryx Copilot

Connect to Alteryx Copilot from the chat window in Designer.

  1. 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.

  2. Select Start Preview to join the Public Preview.

  3. Once authenticated, you can start using Alteryx Copilot.

Note

Alteryx Copilot preview accounts are limited to 1,000 requests per user per calendar month. Requests don’t roll over month-to-month.

Copilot Interface

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

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

  • About: The About page (“i” icon) provides you with these details:

    • You can view the Copilot version you are currently running and the option to Update Copilot (if a new version is available).

    • A link to the Copilot Release Notes to learn about the latest Copilot updates.

    • A link to take a survey and help us improve Copilot by answering a few questions.

  • Settings: The Settings page (gear icon) is where you can locate the option to Restart Copilot and information about the AAC workspace that Copilot is currently connected to.

  • Help: Use Help (“?” icon) to get back to this Copilot help page.

Generate Recommendations with Alteryx Copilot

  1. 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 1,000 characters.

  2. If your prompt is relevant to supported Alteryx products, Alteryx Copilot responds in 1 of 2 ways:

    1. It provides general knowledge answers and links to help documentation.

    2. It automatically adds 1 or more tools to your workflow. If it can, Alteryx Copilot configures the tool for you. Note that the tool configuration might not match the recommendation. Please ensure that the tool configuration is correct before running the workflow.

    3. Note that Alteryx Copilot only responds to prompts that are relevant to supported Alteryx products.

  3. 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?”

  • “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 make Alteryx Copilot better!

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 make Alteryx Copilot better!

Frequently Asked Questions

Have questions about how Alteryx uses AI? Review frequently asked questions for Alteryx Copilot.

In this section: