Best Practices for Using Captain AI
Table of Contents
Captain AI is your product coach and performance insights co-pilot. It can help you understand the impact of your Appcues experiences and boost your user engagement skills.
Using Captain AI
To get started, click the Captain AI nav item and ask a question in the chat window.

You can also return to and continue previous sessions:

You can quickly look up and reference experiences in your account by typing @:

Best practices
To get the most out of Captain AI, keep these tips in mind:
- Be specific in your prompts. While you can ask “how do I improve engagement,” you could also try “how do I improve checklist completion for trial users in their first week.”
- Let us know if the AI Assistant’s answers are helpful or not by clicking the 👍 or 👎 icons next to the answers it provides. Captain AI is always improving but needs your feedback.
- Set your business context. In your Appcues account settings, you can add details about your business (like product type, audience, goals or key information about your product, company or industry). Captain uses this info to provide more relevant coaching.

Prompt Ideas
These are all examples of questions we've seen customers ask; use these to discover new ways to interact with Captain AI:
Engagement Strategy
What's the best way to onboard new users who signed up but haven't completed setup?
How should I announce a new feature to power users without interrupting their workflow?
What Appcues patterns work best for reducing churn during a free trial?
I want to improve activation rates—what experiences should I prioritize?
What's the right timing and frequency for in-app messages during onboarding?
How can I re-engage users who haven't logged in for 30 days?
What's the best approach for collecting NPS feedback?
Should I use a modal, slideout, or tooltip to promote our new integration?
How do I create an onboarding flow that adapts to different user roles?
What are some proven patterns for driving feature adoption after launch?Experience Troubleshooting
Before I publish, can you help me verify my targeting rules will reach the right users?
Describe the changes that have been made to the new version of this Flow I am about to publish.
Why is my tooltip pointing to the wrong element on the page?
Users are seeing the same announcement multiple times. How do I fix this?
My NPS survey isn't appearing even though I published it. What should I check?
The flow works in preview but not in production—what could be different?
Why are my targeting rules not matching the users I expect?
My slideout is getting cut off on mobile devices. How can I fix this?
Users say the dismiss button isn't working. What should I look at?
How do I create an onboarding flow that adapts to different user roles?
What are some proven patterns for driving feature adoption after launch?
Targeting & Segmentation
I want to target users who completed onboarding but haven't used feature X yet
How do I create a segment for trial users in their last 3 days?
Build targeting rules for enterprise customers who haven't seen our new dashboard
I need to reach users who started a workflow but didn't finish it
Create a segment for power users based on their activity patterns
How do I target users based on their subscription tier and usage?
Build rules to show a message only to users who haven't dismissed it before
I want to target new users from a specific marketing campaign
How do I exclude users who've already completed this action?
Create targeting for users who match multiple conditions across events and properties
Which of my pubished experiences are triggered by a particular event?
Do I have any experiences that are using this specific CSS selector for targeting? I’m making a change to my app’s code and want to make sure I’m not going to break any published experiences.
I have a particular flow. What other experiences is it triggered from?Analytics
Which Flow with the tag ‘Onboarding’ has the best completion rate this month?
Where are users dropping off in my signup-to-activation funnel?
Show me a funnel analysis of how many users who started this flow and then completed this event X in the last 30 days
Give me a csv of users that dropped off after my flow's 2nd step
Compare the performance of my two feature announcement variants.
What's the impact of my onboarding flow on 7-day retention?
Which user segment has the lowest engagement with in-app messages?
Show me the trends in NPS scores over the last quarter
What percentage of users who saw the upgrade prompt actually converted?
Which experiences have the highest dismiss rates and might need improvement?
How long does it take users to complete onboarding on average?
What's the correlation between flow completion and long-term retention?
Captain AI Capabilities
Coaching Help
- Get general guidance on best practices for improving adoption, activation, and other key outcomes in your app
- Ask for feedback on existing Experiences you've built
- General support for Appcues features
Review Experiences and other account info
- Find and list experiences by name, type, creator, status, etc. @ mention an experience as needed.
- View experience details including steps, content, and configuration
- List a segment's targeting conditions
- View a goal and it's completion criteria
- Find an event tracked in your account
- Find a relevant user property
- Find a relevant group properties
- View sample values to understand data format
Targeting and Segmentation
Describe who you want to target with a new segment, and Captain AI will:
- Identify the appropriate conditions for your segment
- Calculate the number of users who currently meet the criteria
- Draft a segment for you to review and make active
Describe who should see an experience and when, and Captain AI will change experience settings for you.
- Create targeting conditions
- View segment membership counts
For any experience you mention (using @ to mention it), Captain AI can configure:
- Audience: Which users should see it using conditions referencing user/account properties and events
- Page targeting (web): URL patterns and domain restrictions
- Screen targeting (mobile): Screen name patterns
- Version targeting (mobile): App version requirements
- Trigger events: Custom events that launch the experience
- Frequency: Show once or every time conditions
Analytics & Reporting
Note: Using Captain AI to answer questions about the performance of your flows, experience, goals, events or users and accounts requires sending some end user data to OpenAI, which can include User IDs or PII based on the questions asked. Your data will not be used to train any AI models. At this time, Captain AI is unable to perform analytics queries for HIPAA customers.
If you want to opt out of these Captain AI features that send end user data to OpenAI, your Appcues admin can opt out in your Appcues account settings or you can email support@appcues.com. For more information about how Appcues uses AI and security see our trust center FAQ on AI.
Account Overview
Across your account, Captain AI can report
- Monthly active users (MAU)
- Experiences seen
- Flow performance summary details
- Report on funnel metrics between multiple events, experience steps and more
Captain AI can retrieve experience performance metrics and user lists.
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Experience Metrics
For any experience, Captain AI can report:
- The total users who saw, completed, skipped or dismissed an experience within a timeframe
- Daily breakdowns over a date range
Captain AI can also report on extra information specific to certain types of experiences.
| Experience Type | Additional Metrics |
|---|---|
| Launchpads | Opens, impressions, activity breakdown |
| NPS Surveys | NPS score, promoter/neutral/detractor counts, individual responses with feedback, and sentiment analysis |
| Checklists | Per-item started/completed counts |
Goals
- Goal completion counts (total or daily)
- List of users who reached a goal within a timeframe
Event Analytics
- Event trigger counts
- Unique users per event
- Users who triggered a specific event
Page & Screen Views
- Most viewed pages/screens
- View counts and unique visitors
- Individual view details with timestamps
Group/Account Analytics
- Group engagement metrics (DAU, stickiness)
- List groups with properties
Output Options
Captain AI can return results as:
- Formatted text for quick reading
- Graphs
- CSV for export and further analysis

User Profiles
- Look up profiles by user ID and other identifier properties
- View specific properties or all available data for a given user
- See user activity history (events and page views)
Experience Delivery Troubleshooting
Captain AI can help diagnose common issues:
Installation Status
- Check if the web SDK is installed
- Check if mobile SDKs are installed
- View configured domains
Experience Errors
- View recent errors for an experience
- See error messages, URLs, and timestamps
- Identify targeting or content issues
Experience Management
Publish and unpublish experiences directly from Captain AI. You can also bulk publish multiple experiences based on rules you specify.
Compare draft vs published content to understand what has changed.
Build Experiences
At this time Captain can directly build mobile flows. Just describe the purpose and general mobile content and imagery, and the flow will be automatically generated. You can then manually edit content yourself in the builder.
For creating non-mobile experiences, Captain AI will provide assistance for you to do it yourself using Appcues.