Note: Funnel AI was formerly known as Data Chat.
Workspace instructions are persistent business context that Funnel AI applies to every conversation in the workspace. Use them for rules, KPI definitions, terminology, reporting preferences, and other context you do not want to repeat each session.
Open Funnel AI in the left navigation pane, then under Context, select Instructions.
Before you begin
How to open Instructions in your workspace | Requirements |
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Ask your workspace admin for access. |
After you add or save an instruction, Funnel AI injects it into future conversations automatically. Saved instructions apply in every chat in the workspace; preferences you mention only in a single conversation apply for that session unless you save them as an instruction. Each instruction shows who last edited it and when.
Other Funnel setup flows (such as onboarding) may also add workspace instructions on your behalf so Funnel AI is useful from day one.
Save a preference from conversation
When you share durable business rules, KPIs, or reporting preferences in chat, Funnel AI may offer to save them as a workspace instruction. Saving is not automatic. Funnel AI asks first and only saves after you confirm.
In Funnel AI, state your preference in natural language. For example: "I always want to see it only for Facebook and Google."
Funnel AI may use the preference in the current chat, then ask: Would you like me to remember this for future conversations? It does not offer to save every preference. Session-only requests stay in that chat unless you confirm.
When you confirm, Funnel AI shows Saving to workspace context while it writes the instruction.
Funnel AI confirms when the preference is saved. The instruction applies to your next chats and to other users in the workspace unless you change or remove it.
To review or edit what was saved, open Context > Instructions. Saved instructions appear as cards with a title, body, and last-edited details.
In this example, Funnel AI saved Default platforms: Facebook Ads & Google Ads only with the technical detail needed to filter to facebookads and adwords in future analyses.
Guidelines and requirements
Give workspace edit permission to one user who has a holistic perspective of your business context because these instructions are set workspace-wide and apply to all users.
When you create an instruction, identify contexts that apply to all users in your workspace.
You can specify different business contexts as different workspace instructions. For example, create one instruction to define what metrics you want to see as part of performance evaluation, and another to define your organization's terminology.
Avoid creating conflicting instructions.
You can delete or edit an instruction, but you cannot restore an instruction after you delete or its previous version after you edit.
You need access to your Funnel workspace with Funnel AI enabled.
Add a workspace instruction manually
Follow these steps to add a workspace instruction without saving from chat.
Click Funnel AI in the left navigation pane, then under Context, select Instructions.
Click Add instruction.
(Optional) Enter a title.
Enter your instruction, then click Save.
Note: The instruction applies to all users in this workspace.
Edit a workspace instruction
Open Context > Instructions.
Click the More actions menu for the instruction you want to edit, and select Edit.
Make your changes, then click Save.
Note: You cannot restore the previous version of an instruction after you save edits.
Delete a workspace instruction
Open Context > Instructions.
Click the More actions menu for the instruction you want to delete, and select Delete.
In the Delete entry dialog, click Delete to confirm. This action cannot be undone.
Note: You cannot restore an instruction after you delete it.