Note: Funnel AI was formerly known as Data Chat.
Open Funnel AI when you want to ask a question about workspace data or Funnel product help and get charts, tables or a written answer. Use this workflow to start a chat, review results, save a chart or continue in Data Explorer.
Before you begin
You have access to your Funnel workspace.
Funnel AI is available on all Funnel plans. If you don't see AI in the left menu, ask a workspace admin to grant you access.
Open Funnel AI
Open Funnel AI in one of these ways:
AI chat sidebar: In the top bar, click Show AI chat, or press Cmd+J (Mac) or Ctrl+J (Windows). The chat opens in a panel on the left and stays open as you move between pages, so Funnel AI knows which page you're on. To hide it, click Hide AI chat or press Esc.
Full-page chat: In the left menu, go to AI > New chat.
Workspace Home: In the left menu, select AI to open Home. Type a question in the Funnel AI box at the top of the page, or select Get started, Compare, Analyze trends or Data quality to see suggested questions.
Note: On a trial plan, the Funnel AI box on Home shows Help me get started.
The header of the AI chat sidebar has these controls:
Start new chat: Start a new conversation.
The chat switcher: Move between your recent chats.
Open Full View: Open the current chat as a full-page chat. This option is unavailable while Funnel AI is generating an answer.
Hide AI chat: Hide the panel.
In full-page chat, click Show as widget to return to the sidebar.
Ask a question
Open Funnel AI from the AI chat sidebar, the AI menu or Home.
In the Ask Funnel AI field, type your question. Type @ for data context or / for skills, or enter the question directly.
(Optional) Click + next to the input and select PNG or JPEG files, or paste an image. You can attach up to five images per message (10 MB each). Ask about screenshots from Funnel, ad platforms, charts or dashboards.
(Optional) Turn on Calm mode below the input, next to +.
Note: Calm mode hides reasoning and tool activity and keeps your questions, replies, charts and errors. While Funnel AI is working, a short status such as Thinking shows progress. The setting stays on until you turn it off.
Press Enter or click the send icon.
Note: After it plans the query, Funnel AI shows Thought for and the number of seconds it took. Expand that option to see how Funnel AI derived the results. That detail is hidden when Calm mode is on.
If Funnel AI needs to create or change something in your workspace, it shows an approval card first. Review the details on the card, then approve or cancel the action.
You can ask about:
Specific metrics or dimensions, for example
Show me spend by channel for the last 30 days.Performance comparisons, for example
Compare ROAS across my campaigns.Trends over time, for example
What's my impression trend for the last week?How to use Funnel features, for example
How do I create a custom metric?What you see in an attached screenshot, for example
Why does this chart show no data?
Below the input, use a conversation starter such as Skills, Get started, Compare, Analyze trends or Data quality to run a common question or open a team skill.
In the left menu, AI includes:
Home: Open workspace Home with the Funnel AI box.
New chat: Start a new conversation.
Chat history: Open past conversations.
Scheduled tasks: Have Funnel AI run a prompt on a schedule. See Schedule tasks.
MCP: Copy Funnel MCP connection details for external AI tools. See Connect Funnel MCP from Funnel AI.
Tool permissions: Choose which actions Funnel AI can take without asking. See Manage tool permissions in Funnel AI.
The AI Context section of the AI menu has shortcuts to Instructions, Skills and Documents. You manage them under Workspace > AI Context:
Instructions: Set workspace rules Funnel AI applies in every chat. See Manage workspace instructions in Funnel AI.
Skills: Create and run reusable prompts. See Manage skills in Funnel AI.
Documents: Upload reference files for Funnel AI. See Upload documents in Funnel AI.
Review charts, open Data Explorer and save to dashboards
Review the charts, tables and summaries Funnel AI returns.
(Optional) Click Open in Data Explorer below a chart or table. Modify filters and dimensions, add metrics, create custom calculations or export the data.
Note: Use Data Explorer when you need deeper analysis or more control over the data view.
(Optional) Click Save to dashboard below a chart. Choose an existing dashboard or create a new one. The chart is added to that dashboard and can be shared with your team.
In the same chat, type a follow-up question related to the previous query. Funnel AI may also suggest follow-up questions.
Note: Output formats may vary. As you continue asking questions and give feedback, Funnel AI refines its responses.
Come back to an answer later
Funnel AI keeps working on an answer when you close the tab, reload the page or go to another page.
Ask your question, then leave the chat or the page.
Check the status of the chat on the Chat history page, in the chat switcher in the AI chat sidebar or in the search chats dialog:
Generating answer: Funnel AI is still working.
New answer: The answer is finished and you haven't opened it yet.
Answer failed: The answer didn't finish.
When an answer finishes in a chat you're not looking at, Funnel shows a Your answer is ready notification with the chat title. If the answer didn't finish, the notification says Your answer didn't finish. Click Open chat to go to the chat, or click Dismiss to close the notification.
Note: The notification stays until you click one of the options. Funnel shows it only in the app. You don't get a browser notification or an email.
If Funnel AI needs your approval, the answer stops at the approval card and waits for you. That chat also shows New answer and Your answer is ready.
Tip: To let long tasks finish without stopping for approval, set the actions you trust to Always allow in AI > Tool permissions. See Manage tool permissions in Funnel AI.
Manage chats, feedback and workspace instructions
In the left menu, go to AI > Chat history.
Select a chat from the list to review previous questions and answers. Use Find chats to search by title.
(Optional) Open the row Actions menu and select Rename Chat or Delete Chat.
Note: Chats are private to each user. Conversations inactive for more than 60 days are automatically deleted. To keep important conversations, save charts to dashboards or export the data.
(Optional) Use the thumbs-up or thumbs-down icons on a response, or click Feedback to leave a comment. You can also share feedback with your Funnel contact.
(Optional) State a preference in chat, for example which platforms or metrics to default to. When Funnel AI asks whether to remember it for future conversations, confirm. Go to Workspace > AI Context > Instructions to review, edit or delete saved items.
(Optional) Skip chat and add an instruction directly: go to Workspace > AI Context > Instructions, click Add instruction, enter your rule and click Save. Saving from chat or adding manually requires permission to edit the workspace.
You can also save an effective prompt as a skill your team can rerun from chat (type /) or from the Skills conversation starter. See Manage skills in Funnel AI.
For the full instructions flow, see Manage workspace instructions in Funnel AI.
What to expect
After you finish, you have a conversation with charts, tables or text answers. You can open a result in Data Explorer, save a chart to a dashboard and return to the same chat from the AI chat sidebar or full-page chat while you work in the workspace. If you leave before an answer finishes, Funnel AI keeps working and shows New answer when it's ready. If Calm mode is on, the transcript shows questions, replies and charts without reasoning or tool steps.