Best Practices for Using Captain AI (Beta)
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Captain AI (beta) is your new product experience coach. He’s built to help you get answers faster, shape better experiences, and feel confident about how you’re driving engagement with Appcues—without digging through docs or second-guessing your next move.
Currently, Captain AI can:
- provide guidance on engagement strategy, improving adoption, and how to design and deliver great experiences.
- answer questions about the performance of your Appcues fows, experiences, events, goals, analyze metrics, graph results and/or provide CSVs for further analysis.
- answer questions about your users and accounts and their behavior.
- answer questions about how your experience perform compared to recent benchmarks.
- answer Appcues product or implementation questions.
- create mobile experiences directly from your prompts (web experiences are in the plans).
- answer and respond to questions in the language of your choice
- be directed to base answers on any special context or rules you provide such as:
- Provide brief, concise responses
- My company XYZ industry is telecom and my product serves enterprise customers.
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 Open AI, 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 you can email support@appcues.com or Appcues admins can opt out in your Appcues account settings. For more information about how Appcues uses AI and security see our trust center FAQ on AI.
To get started, simply select the Captain AI entry in the Navbar.

Coaching prompt inspiration
Try starting with questions like:
- Give me strategies to drive product adoption.
- What’s the difference between a Pin and a Hotspot, and when should I use each?
- How did my last onboarding Flow perform?
- Summarize my recent survey Flow?
- Show me a trend line graph comparing views of Flow X to Flow Y for the last 7 days
- What’s the best way to get new users to try an advanced feature?
- How can I reduce drop-off in a multi-step tour?
- Tell me how to create a banner targeting trial users with 3 days left.
- Walk me through building a checklist to get new users onboard quickly.
- What’s the best way to target NPS detractors with a follow-up survey?
Best practices
To get the most out of Captain AI during beta, keep these tips in mind:
- Be specific in your prompts. Instead of asking “how do I improve engagement,” try “how do I improve checklist completion for trial users in their first week.”
- Please let us know if the AI Assistant’s answers are good or bad by clicking the 👍 or 👎 icons next to the answers it provides.
- Treat Captain like a teammate. Push his limits, ask clarifying follow-ups, and refine your questions. The more you interact, the more helpful he’ll become.
- Set your business context. In your Appcues account settings, you can add details about your business (like product type, audience, or goals). Captain uses this info to provide more relevant coaching.

What’s coming soon
Captain AI is still in beta, which means he’s learning fast—and gaining new abilities. Here’s a glimpse of what’s next:
- Experience creation – Use plain-language prompts (“Create a Flow to onboard trial users in 7 days”) and watch Captain turn them into Appcues experiences.