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 do not see Funnel AI in the left navigation, ask a workspace admin to grant you access.
Open Funnel AI and ask a question
Click Funnel AI in the left navigation pane, then select New chat. Or click Ask Funnel AI in the top bar on any page to open the chat widget.
(Optional) Minimize the widget and restore it from the tab at the bottom of the screen. The conversation continues in the same thread.
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: Funnel AI may show Thought for a few seconds while it plans the query. Expand that option to see how Funnel AI derived the results. That detail is hidden when Calm mode is on.
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?
In full view, the left navigation under Funnel AI and Context includes:
New chat: Start a new conversation.
Chat history: Open past conversations.
MCP: Copy Funnel MCP connection details for external AI tools. See Connect Funnel MCP from Funnel AI.
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.
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.
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.
Manage chats, feedback and workspace instructions
Click Funnel AI in the left navigation pane, then select 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. Open Context > Instructions to review, edit or delete saved items.
(Optional) Skip chat and add an instruction directly: open 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 and screenshots, 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 widget or full view while you work in the workspace. If Calm mode is on, the transcript shows questions, replies and charts without reasoning or tool steps.