--- title: "Introduction to Ask Whatfix AI" slug: "introduction-to-ask-whatfix-ai" tags: ["Ask AI", "ask whatfix ai"] updated: 2026-09-04T10:08:41Z published: 2026-09-04T10:08:41Z canonical: "support.whatfix.com/introduction-to-ask-whatfix-ai" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Introduction to Ask Whatfix AI > [!WARNING] > Note: > > - Users part of the Insights Agent in the PA AI add-on package have access to Ask Whatfix AI capabilities. To enable or discuss this feature, please contact your Customer Success Manager (CSM) or [support@whatfix.com](mailto:support@whatfix.com?subject=Enable%20Ask%20Whatfix%20AI&body=Hi%20team%2C%0A%0AKindly%20enable%20Ask%20Whatfix%20AI%20for%20my%20ENT.%0AENT%20ID%3A%0A%0AThanks%20and%20regards%2C). > - Whatfix does not share any Personally Identifiable Information (PII) such as user ID with the underlying AI model. For more information, see [Data Security and Privacy Policies for Whatfix AI features](/studio/docs/data-security-and-privacy-policies-for-whatfix-ai-features). - [What is Ask Whatfix AI?](/product-analytics/docs/ask-whatfix-ai#what-is-ask-whatfix-ai) - [Benefits of Ask Whatfix AI](/product-analytics/docs/ask-whatfix-ai#benefits-of-ask-whatfix-ai) - [How does Ask Whatfix AI work?](/product-analytics/docs/ask-whatfix-ai#how-does-ask-whatfix-ai-work) - [Onboarding experience](/product-analytics/docs/ask-whatfix-ai#onboarding-experience) - [Feedback](/product-analytics/docs/ask-whatfix-ai#feedback) - [Data privacy and security](/product-analytics/docs/ask-whatfix-ai#data-privacy-and-security) - [Prerequisite](/product-analytics/docs/ask-whatfix-ai#prerequisite) - [Implementation considerations for Ask Whatfix AI](/product-analytics/docs/ask-whatfix-ai#implementation-considerations-for-ask-whatfix-ai) ## What is Ask Whatfix AI? Organizations use a data-driven approach to make product decisions. Whatfix's Product Analytics enables you to visualize and generate insights regarding end users' Whatfix DAP (Digital Adoption Platform) engagement and interactions with the product or application. However, there are a few things to be set up before data visualization, such as: - Identify the right Insight type (Trend, Funnel, or User Journey) to visualize data. - Find the appropriate event for the data point. - Apply relevant filters and breakdowns. To simplify the data visualization process, Whatfix introduces Ask Whatfix AI. Ask Whatfix AI is an AI-powered capability that automatically converts end-user engagement queries into [Trend Insight](/product-analytics/docs/trend-insights-1), [Funnel Insight](/product-analytics/docs/what-are-funnels), or [User Journey](/product-analytics/docs/user-journey) charts. Ask a question, and Ask Whatfix AI provides the answer as a Trend, Funnel, or User Journey visualization based on your query. It also supports follow-up questions based on the initial query. To know how to access and use Ask Whatfix AI, see [Use Ask Whatfix AI](/product-analytics/docs/use-ask-whatfix-ai). To understand the best practices, see [Ask Whatfix AI Best Practices](/product-analytics/docs/ask-whatfix-ai-best-practices). ![Ask_AI.gif](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Ask_AI.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A27Z&se=2026-11-10T17%3A55%3A27Z&sr=c&sp=r&sig=IHLPBSSJ%2BVogTDECN3nJBeEjGJtdgwUJR8SQnVpDO94%3D) --- ## Benefits of Ask Whatfix AI - No events or breakdowns need to be set up to visualize the data. For example, type how many users have seen a particular Pop-up or how many users dropped-off from a Flow, and Ask Whatfix AI shows the data as a Trend, Funnel, or User Journey chart based on the query. - For granular analysis using different filters or breakdowns, Ask Whatfix AI creates an editable Trend Insight, Funnel Insight, or User Journey based on the query. > [!WARNING] > Note: > > User breakdowns are available only for Trend Insights. --- ## How does Ask Whatfix AI work? Ask Whatfix AI uses Large Language Models (LLMs) to generate charts from engagement-related queries. --- ## Onboarding experience Ask Whatfix AI shows personalized queries or prompts that can help you get started. ![Personalized_Ask_AI_questions.gif](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Personalized_Ask_AI_questions.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A27Z&se=2026-11-10T17%3A55%3A27Z&sr=c&sp=r&sig=IHLPBSSJ%2BVogTDECN3nJBeEjGJtdgwUJR8SQnVpDO94%3D) --- ## Feedback Provide feedback on the Ask Whatfix AI experience by clicking a thumbs-up or a thumbs-down after the chart is generated ![ask_whatfix_ai_feedback(1)](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ask_whatfix_ai_feedback(1).png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A55%3A27Z&se=2026-11-10T17%3A55%3A27Z&sr=c&sp=r&sig=IHLPBSSJ%2BVogTDECN3nJBeEjGJtdgwUJR8SQnVpDO94%3D) --- ## Understand unsupported functionalities in Ask Whatfix AI Ask Whatfix AI does not support the following functionalities: - Navigate to the different parts of the Whatfix Analytics dashboard. - Search for existing Insights or User Actions created on the Whatfix Analytics dashboard. - Create a [User Action](/product-analytics/docs/creating-a-user-action), [Dashboard](/product-analytics/docs/create-dashboards), [Event Group](/product-analytics/docs/group-default-and-custom-events), or [Cohort](/product-analytics/docs/create-a-cohort) based on your analytics queries. - Ask Whatfix AI does not support the analysis of Personally Identifiable Information (PII) to protect user privacy and data security. - Whatfix does not use your prompt inputs or generated Flow content to train AI models. For more information, see [Data Security and Privacy Policies for Whatfix AI features.](https://support.whatfix.com/docs/data-security-and-privacy-policies-for-whatfix-ai-features) --- ## Prerequisite End users must engage with the DAP content or the application for Ask Whatfix AI to display data. --- ## Memories in Ask Whatfix AI Ask Whatfix AI supports account specific memories that automatically apply predefined rules or filters to every query within an account. This ensures consistent and relevant results, even when users do not include those conditions in their queries. For example, a CSM team may want to analyze data only for a specific production environment. They can configure memory rather than apply a filter such as Event Trigger Page URL equals a specific production URL. After this is set, a query such as “Show me Flows for the last 30 days” automatically includes this filter in the response. > [!NOTE] > Info: > > Memories in Ask Whatfix AI cannot be configured from the UI. To add Memories to your account, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Enable%20Memories%20in%20Ask%20Whatfix%20AI&body=Hi%20Team%2C%0AKindly%20enable%20Memories%20in%20Ask%20Whatfix%20AI%20on%20my%20account.%0A%0AENT%3A%20). The Insights Agent (part of the Whatfix AI Agents suite) answers your questions by translating engagement and performance data into actionable insights, visual charts, and qualitative summaries. Your Customer Success Manager (CSM) is your direct contact for features involving specific customer agreements, such as using AI features. Personally Identifiable Information (PII) is any information that can be used to identify an individual, such as: Names, addresses, social security numbers, telephone numbers, email addresses, bills, receipts, birth certificates, and lease information.