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Introduction to Funnel AI

Learn what Funnel AI can do and how it uses your data.

Note: Funnel AI was formerly known as Data Chat.

Funnel AI is Funnel's AI assistant. Use Funnel AI to explore your marketing data, get product guidance from Funnel's help documentation, and get work done in your workspace. Ask questions about metrics, dimensions and campaigns, and get answers with charts, tables and explanations. Ask Funnel AI to build dashboards, create custom fields, schedule tasks, set up exports, add data sources or manage client portals, and it prepares the change for you to approve. Responses are AI-generated.

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How Funnel AI works

Funnel AI works in one workspace at a time. It answers questions from your workspace data and Funnel's help documentation, and it can make changes in the workspace when you ask. Before it changes anything, it asks for your approval.

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Where you can open Funnel AI

  • AI chat sidebar: In the top bar, click Show AI chat, or press Cmd+J (Mac) or Ctrl+J (Windows). The sidebar stays open as you move between pages in the workspace, and Funnel AI can see which page you're on. Click Open Full View to open the chat as a full page, and click Show as widget to go back to the sidebar.

  • Full-page chat: In the left menu, go to AI > New chat.

  • Workspace Home: Type a question in the Funnel AI box at the top of Home, or select a suggested question under Get started, Compare, Analyze trends or Data quality.

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If you don't see AI in the left menu, Funnel AI might be turned off for your subscription, or you might not have access to it.

Note: You can't open Funnel AI in a portal page yet.

Data questions and product help

Question type

What Funnel AI does

Metrics and performance in your workspace

Queries your connected data (Custom Fields context by default) and returns charts and tables

How Funnel works, setup, features, troubleshooting

Searches help.funnel.io and summarizes documentation; cites articles when a public link is available

Billing, permissions, account-specific issues

Recommends how to contact Funnel Support when it can't answer from help documentation

By default, Funnel AI uses data in your workspace from connected sources. That gives one place to query across your setup. For platform-specific views, say so in your question or open Data Explorer from a result.

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Sources Funnel AI uses to create responses

Funnel AI uses multiple sources depending on the question:

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  • Workspace data: For metrics and performance questions, Funnel AI plans and runs queries in the workspace. It uses the Custom Fields data context by default. This includes custom dimensions and metrics and built-in fields from connected sources. You can switch context with the @ picker in chat.

  • Calculations: To work out totals, rankings, comparisons and other calculations, Funnel AI can write and run Python code in an isolated sandbox with no internet access. The code only uses data Funnel AI has already loaded from Funnel in the chat, and your workspace fields and definitions still come first. The thinking trace shows Ran a calculation when Funnel AI used it.

  • Funnel help center: For product help, Funnel AI searches help.funnel.io and cites articles in sources.

  • Workspace documents: Funnel AI can search uploaded PDFs and other reference files under Workspace > AI Context to ground answers. See Upload documents in Funnel AI.

  • Workspace instructions: Persistent instructions load into context for every chat in the workspace. You manage them under Workspace > AI Context, or through the AI Context shortcuts in the AI menu. See Manage workspace instructions in Funnel AI.

  • Skills: Reusable skills also load into context for every chat in the workspace, and you manage them in the same place. See Manage skills in Funnel AI.

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Funnel AI is scoped to one workspace per session. It can't query across subscriptions. Conversations are per user, so other workspace members can't see your chat history. You can share outcomes by saving charts to dashboards or opening results in Data Explorer and sharing a view.

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Click Thought for (or Thinking while Funnel AI is working) below the prompt to expand reasoning and tool steps.

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Funnel AI asks before it changes anything

When you ask Funnel AI to change something in your workspace, it shows an approval card in the chat that describes the change. The change only happens after you approve it on the card. Funnel AI can only make changes that your role allows.

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For actions that are easy to undo, the card also shows Always allow. Use it to let Funnel AI do that action without asking from now on. Some actions always ask, such as deleting portals, brands or scheduled tasks, and adding or deleting data sources.

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You can set each action to Always allow, Ask each time or Never allow under AI > Tool permissions. These settings apply only to you, in the current workspace. See Manage tool permissions in Funnel AI.

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Funnel AI keeps working when you leave

Answers keep generating if you close the tab, reload the page or go to another page. When an answer finishes in a chat you're not looking at, the chat shows a New answer indicator, and a Your answer is ready notification appears with Open chat. If Funnel AI needs your approval, the answer stops at the approval card and waits for you. See Getting started with Funnel AI.

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What you can do with Funnel AI

  • Ask about your data: Ask natural-language questions about your metrics, dimensions and campaigns, and get charts and tables back.

  • Ask about screenshots: Attach a screenshot (PNG or JPEG) and ask questions about what you see.

  • Save and explore results: Save charts and selected text from responses to dashboards, or open results in Data Explorer for deeper analysis.

  • Get product help: Ask how-to questions about Funnel features, field explanations and product guidance.

  • Build dashboards: Install dashboard templates, add and edit cards, and update or copy dashboards.

  • Create custom fields: Create and update custom fields, including fields from standard rules.

  • Schedule tasks: Run a prompt on a schedule and get the results in the chat, by email or in Slack. A conditional task only notifies you when a condition in the prompt is met. See Schedule tasks.

  • Manage exports: Look up your exports, create Google Sheets, Google BigQuery and Google Cloud Storage exports, turn exports on or off, and run them now. See Manage exports in Funnel AI.

  • Manage data sources: Add a data source from one of Funnel's preset templates, rename it, turn downloads on or off, reconnect it or delete and restore it. See Manage data sources in Funnel AI.

  • Manage client portals and brands: Create portals, change and organize their dashboards, and create or update the brands they use. See Manage client portals in Funnel AI.

  • Check Flexpoint usage: See how many Flexpoints your subscription has used and has left. Subscription admins and owners can also see usage by workspace and by connector. See Flexpoints.

  • View conventions: List your active and archived conventions, and see a convention's patterns, allowed values and the dimensions it creates. See Set up conventions.

  • Run calculations: Get totals, rankings and comparisons that Funnel AI calculates in an isolated sandbox from data it loaded from Funnel.

  • Remember how your team works: Save business rules and preferences to your workspace so Funnel AI remembers them across sessions, or create and update skills for your team.

  • Search your documents: Upload reference documents under Workspace > AI Context so Funnel AI can search them during chat.

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Funnel AI and your data

Before we look at how Funnel AI uses your data, it's important to understand the difference between training and inference.

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  • Training: Permanently changes model weights using data; creates a new model that retains that data.

  • Inference: Runtime use of prompts and context with no weight changes; inputs are not used to train models.

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Funnel AI uses inference-only configuration. AI inference runs in Funnel's secure cloud infrastructure (AWS) with GDPR-aligned handling. Your workspace data is not sold or used to train public models. Processing stays within Funnel's controlled environment for the Funnel AI product.

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Next steps

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