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How to 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.

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 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, Chat (speech bubble icon) is the default view. This is where you enter your prompts and view Alteryx Copilot’s responses.

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

    • You can view the Alteryx 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 Alteryx Copilot updates.

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

  • Settings: The Settings page (gear icon) is where you can locate the option to Restart Copilot, information about the Alteryx One workspace that Alteryx Copilot is currently connected to, and turn on or off Data Sampling.

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

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