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Get support with Funnel AI

Ask Funnel AI about the product, data questions or Funnel Support.

Use Funnel AI to troubleshoot or send a request to Funnel Support from wherever you are in the app.

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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.

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Use the chat on the open page

Ask a question about a procedure

  1. Select Ask Funnel AI in the top bar. The chat opens in a pane on the left.

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  2. Ask a question about a Funnel feature and how to use it.

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  3. Press Enter or select the send icon.

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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.

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  1. Follow the instructions in the chat on the open page.

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Note: Funnel AI can perform certain tasks on your behalf, like creating custom dimensions.

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Examples:

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  • 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?

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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.

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Ask a question about your Funnel setup

Funnel AI uses your workspace data and the help center to respond.

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  1. In the chat, ask about your data setup.

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  2. Include the connector name, the data source name or the field name.

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  3. Read the answer.

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Note: Funnel AI writes the answers. An answer can be incorrect.

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  1. Before you change a data source, a dimension or a metric, make sure that the change is correct.

  2. If the change is correct, make the change on the open page.

  3. If the result is incorrect, ask a new question.

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Examples:

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  • 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?

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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.

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  1. Select + adjacent to the input.

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  2. Select a PNG file or a JPEG file, or paste an image.

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  3. Ask a question about the image. For example: What should I do on this page?

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  4. Press Enter or select the send icon.

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Note: You can attach a maximum of 5 images to a message. Each image can have a maximum size of 10 MB.

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Send a request to Funnel Support

  1. Troubleshoot with Funnel AI.

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  2. 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?

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  3. Press Enter or select the send icon.

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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.

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See Funnel support 101 for information about Funnel Support.

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