Alteryx Copilot FAQs

Alteryx Copilot is an AI-powered analytics companion that accelerates workflow creation, provides instant answers and recommendations, and seamlessly integrates tools within Designer Desktop, revolutionizing the way customers interact with their data.

NOTE: Alteryx Copilot does not use ChatGPT. Alteryx Copilot uses Google Gemini.

Manual Workflow Configuration: Traditional workflow creation often requires significant manual effort, including selecting and configuring various tools and steps. Alteryx Copilot streamlines this process by automating many of the configuration tasks, reducing the time and effort required to set up complex workflows.

Time-Consuming Workflow Development: Developing analytical workflows can be time consuming, particularly when dealing with large datasets or complex analysis tasks. Alteryx Copilot accelerates this process by expediting workflow creation, allowing users to focus more on analysis and interpretation rather than on the mechanics of building the workflow itself.

Accessing Relevant Insights: Finding the right insights within a dataset can be difficult, especially for users who may not have extensive experience with data analysis. Alteryx Copilot helps users access relevant insights by providing recommendations based on the user’s queries and the context of their analysis, ultimately improving the efficiency and effectiveness of the analytical process.

• Accelerated Workflow Creation: Alteryx Copilot drastically speeds up the creation of workflows, reducing time spent on manual configurations.
• Ask a Question, Get an Answer: Simply chat with Alteryx Copilot, and AiDIN responds back with answers and recommendations.
• Dynamic Analytical Ally: Alteryx Copilot is conversational and even places tools directly on the canvas to create your workflow.

Alteryx Copilot is a Designer Desktop feature that uses generative Artificial Intelligence (AI), more specifically the Google Gemini LLM (Large Language Model). Alteryx Copilot works by connecting to Google Gemini. An API call is executed each time an Alteryx Copilot user sends a prompt or asks Alteryx Copilot to do a task. This process is seamless to the customer since Alteryx is hosting the experience – therefore the customer won’t need a Google Gemini license.

Read more about the Google Gemini here.

Customers can get free access to Alteryx Copilot by joining the Preview here.

The product team is discussing potential monetization strategies for GA, but a final decision has not yet been reached.

Customers will need to have Designer Desktop versions 23.2 or 24.1 to be compatible with Alteryx Copilot.

Yes, Alteryx Copilot connects to Alteryx Analytics Cloud Platform to send prompts and receive responses.

The data transmitted to Google includes workflow metadata, which encompasses the spatial arrangement of tools on the canvas, along with workflow XML and data metadata, such as column headers. This information aids in the efficient processing and analysis of workflows.

The LLMs (Large Language Models) utilized in Alteryx Copilot fall under the closed and private category as it uses Google Gemini to generate responses and it comprises a collection of private LLMs. Currently users do not have the capability to provide feedback directly to the model. However, this feature is under consideration by our product team for future versions of Alteryx Copilot. Additionally, users do not have access to the base LLM; it is hosted and fine-tuned exclusively by Alteryx for Alteryx Copilot.

Alteryx Copilot operates on an opt-in basis as part of the access process. Customers will gain access to Alteryx Copilot by downloading an executable. It’s important to note that Alteryx Copilot will not suddenly appear in Designer; customers must actively download and install it, thus making participation optional.

Data security is an essential aspect when using Alteryx Copilot. The following measures are taken to ensure the security of data:

Data in Transit:

When using Alteryx Copilot, customer analysis data is never sent to Google Gemini directly. Instead, copilot generates prompts using the customer’s workflow metadata and the chat message they sent to copilot. These prompts are then submitted to Google Gemini hosted on Google Vertex AI to retrieve responses. The communication between Copilot and Google Vertex AI is secured using Transport Layer Security (TLS).

Data at Rest:

Alteryx Copilot stores message data and workflow metadata in our application database as part of Alteryx infrastructure, which uses storage encryption of data at-rest. Prompts are not stored by Google for longer than necessary to generate output and isn’t used to train Google’s Foundation Models.

See more information here:

• https://cloud.google.com/vertex-ai/generative-ai/docs/data-governance#prediction
• https://support.google.com/gemini/answer/13594961?hl=en