Captain AI is your in-app co-pilot for coaching, analytics, troubleshooting, and experience management. Ask it questions in plain language and get answers grounded in your Appcues account data.

Start a conversation

Click Captain AI in the left sidebar. Type a question in the chat window and press Enter.

To pick up where you left off, open a previous session from the conversation list.

Reference a specific experience by typing @ in the chat — Captain AI autocompletes the experience name so you can ask about it directly.

Set up account context

Give Captain AI background about your product so it generates more relevant answers.

1. Go to Settings > AI Assistant.
2. Add business context: product type, audience, goals, or industry details.
3. Add preferences: language (e.g., "respond in French") or tone of voice.

Captain AI applies this context to every conversation across your team.

Write better prompts

Specific prompts get better answers. Compare these two approaches:

• Vague: "How do I improve engagement?"
• Specific: "How do I improve checklist completion for trial users in their first week?"

Include the experience type, user segment, timeframe, or metric you care about.

Rate responses and manage memory

Click 👍 or 👎 after any answer to help improve Captain AI's quality over time.

Captain AI retains some memories from your conversations to provide faster, more relevant answers in future sessions. To manage this, type:

• "Show me your memory" to see what Captain AI remembers.
• "Clear your memory" to reset stored context.

Memories are saved on Appcues infrastructure alongside your conversation history — they are not stored in or used to train any AI model.

Prompt ideas

Use these as starting points for your own questions.

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?"
• "Should I use a Modal, Slideout, or Tooltip to promote our new integration?"
• "How can I re-engage users who haven't logged in for 30 days?"
• "What's the right timing and frequency for in-app messages during onboarding?"

Troubleshooting

• "Before I publish, can you verify my targeting rules will reach the right users?"
• "Describe the changes between the draft and published version of this Flow."
• "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?"

Targeting and 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."
• "Do I have any experiences using this specific CSS selector? I'm changing my app's code and want to avoid breaking published experiences."
• "Which of my published experiences are triggered by a particular event?"

Analytics

• "Which Flow tagged 'Onboarding' has the best completion rate this month?"
• "Show me a funnel analysis: users who started this Flow and then completed event X in the last 30 days."
• "Give me a CSV of users that dropped off after my Flow's second step."
• "Compare the performance of my two feature announcement variants."
• "What percentage of users who saw the upgrade prompt actually converted?"
• "Show me NPS score trends over the last quarter."

What Captain AI can do

Coaching and guidance

• Get best-practice advice on adoption, activation, onboarding, and engagement.
• Ask for feedback on experiences you've built.
• Get help with any Appcues feature.

Review experiences and account data

• Find and list experiences by name, type, creator, or status. Use @ to mention a specific experience.
• View experience details including steps, content, and configuration.
• Look up a segment's targeting conditions, a Goal's completion criteria, or tracked events and properties.
• View sample property values to understand data formats.

Targeting and segmentation

Describe who you want to target, and Captain AI identifies the right conditions, calculates how many users currently match, and drafts a segment for you to review and activate.

For any experience you mention with @, Captain AI can configure:

• Audience — conditions using 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 are met.

Analytics and reporting

Data sharing notice: Analytics queries send some end-user data to OpenAI, which may include User IDs or PII depending on the question. Your data is not used to train any AI model. Captain AI analytics queries are unavailable for HIPAA customers.

To opt out, have your Appcues admin disable this in Settings > AI Assistant, or email support@appcues.com. For details, see the Appcues Trust Center FAQ on AI.

Account-level reporting:

• Monthly active users (MAU) and experiences seen.
• Flow performance summaries.
• Funnel metrics across events, experience steps, and more.

Experience-level metrics:

• Total users who saw, completed, skipped, or dismissed an experience within a timeframe.
• Daily breakdowns over a date range.

Some experience types include additional metrics:

• Launchpads — opens, impressions, activity breakdown.
• NPS Surveys — score, promoter/neutral/detractor counts, individual responses with feedback, and sentiment analysis.
• Checklists — per-item started/completed counts.
• Goals — completion counts (total or daily) and lists of users who reached a Goal within a timeframe.
• Events — trigger counts, unique users per event, and lists of users who triggered a specific event.
• Page and screen views — most viewed pages/screens, view counts, unique visitors, and individual view details with timestamps.
• Group/account analytics — group engagement metrics (DAU, stickiness) and group property listings.

Output options

Captain AI can return results as formatted text, graphs, or CSV for export.

User profiles

• Look up profiles by User ID or other identifier properties.
• View specific properties or all available data for a user.
• See user activity history including events and page views.

Experience delivery troubleshooting

Captain AI can diagnose common delivery issues:

• Installation status — check whether the web or mobile SDK is installed and view configured domains.
• Experience errors — view recent errors with messages, URLs, and timestamps to identify targeting or content issues.

Experience management

• Publish and unpublish experiences directly from Captain AI, including bulk publish based on rules you specify.
• Compare draft vs. published content to review what changed before publishing.

Build experiences

Captain AI can directly build mobile Flows — describe the purpose, content, and imagery, and a Flow is generated automatically. Edit it afterward in the builder.

For non-mobile experiences, Captain AI provides step-by-step guidance for you to build them in Appcues.