Use Funnel AI to troubleshoot or send a request to Funnel Support from wherever you are in the app.
Before you begin
Ensure 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 pane, ask a workspace admin for access.
Use the chat on the open page
Ask a question about a procedure
Select Ask Funnel AI in the top bar. The chat opens in a pane on the left.
Ask a question about a Funnel feature and how to use it.
Press Enter or select the send icon.
Note: Funnel AI uses the Funnel help center to find the answer. If a link to the article is available, Funnel AI shows that link.
Follow the instructions in the chat on the open page.
Note: Funnel AI can perform certain tasks on your behalf, like creating custom dimensions.
Examples:
How do I set up a Facebook and Instagram organic data source?How do I merge two data sources?How do I create an export?How do I connect to Funnel MCP?
To use Funnel AI in full view, select Funnel AI in the left navigation pane, and click New chat. See Getting started with Funnel AI.
Ask a question about your Funnel setup
Funnel AI uses your workspace data and the help center to respond.
In the chat, ask about your data setup.
Include the connector name, the data source name or the field name.
Read the answer.
Note: Funnel AI writes the answers. An answer can be incorrect.
Before you change a data source, a dimension or a metric, make sure that the change is correct.
If the change is correct, make the change on the open page.
If the result is incorrect, ask a new question.
Examples:
Is there a way to separate paid and organic impressions for data coming from Facebook Pages?Are there any data discrepancies in my current data setup?
Use screenshots to provide context
You can also send images to Funnel AI about an error or an interface that Funnel can't see to provide more context.
Select + adjacent to the input.
Select a PNG file or a JPEG file, or paste an image.
Ask a question about the image. For example:
What should I do on this page?
Press Enter or select the send icon.
Note: You can attach a maximum of 5 images to a message. Each image can have a maximum size of 10 MB.
Send a request to Funnel Support
Troubleshoot with Funnel AI.
If you still can't resolve the issue, ask Funnel AI to send the information to Funnel Support. For example:
Can you escalate this issue to human support?
Press Enter or select the send icon.
Note: You can send this request at any time in the chat. Funnel AI sends the chat to Funnel Support. The chat includes your questions and the answers. As a best practice, troubleshoot with Funnel AI and provide screenshots where necessary so that Funnel Support gets this information.
See Funnel support 101 for information about Funnel Support.
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