Workiva AI's intelligent companion is a dedicated assistant that directly integrates with your Workiva files to enable seamless, side-by-side collaboration as you work. In Wdata, the intelligent companion can help you build, fix, and analyze complex queries using natural language — no SQL knowledge required.
It can help you:
- Create a new query
- Improve an existing query
- Fix a broken query
- Understand the data sources used in a query
- And more
Requirements
- Workiva AI is available to any customer who has signed the Workiva AI Terms of Use. Once approved, Workiva AI is enabled by default for the entirety of the organization, including all existing and newly added workspaces and users.
- Org Admins can manage this enablement by restricting Workiva AI to specific workspaces and users or disabling it for the entire organization.
- Workiva AI is encrypted and never trained on Workiva content or customer data. Learn more: Workiva's approach to AI
Access the intelligent companion
You'll find the intelligent companion for Wdata in the righthand panel of the queries screen.
From your Wdata workspace:
- Create a new query, or open an existing one.
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Click the Workiva AI sparkles icon in the righthand panel to open your intelligent companion.
Companion works similarly to the Workiva AI chat feature found throughout your workspace, but it's uniquely tuned to the current query you're working with. You can ask it nearly anything about your current query, or use one of our quick prompts to get a jump-start.
Create a new query with your intelligent companion
When creating a new query, your intelligent companion will display a single suggested prompt:
- Help me create a query
This prompt will walk you step-by-step through the process of creating a new query and can be tailored to your level of experience.
For instance, you can ask "What do I do next?" and Workiva AI will walk through each step of building a query: attaching source data, adding fields, applying filters, and so on. Workiva AI will explain each concept and help you build a query from scratch.
Alternatively, you can just tell Workiva AI what you need: "I need to sort this data by each location in North America." In this scenario, Workiva AI might ask some clarifying questions, but it will write the necessary SQL immediately so that you can Insert it directly into your query.
Improve an existing query with your intelligent companion
If you've selected an existing query, you'll see a different set of prompts:
- Explain the sources used in this query
- Help me improve this query
- Help me understand this query
You can also enter your own prompt or question — there's no need to rely only on the prompts we've provided. The Insert button will quickly add your generated SQL text at the appropriate place in your query.
Fix query errors with your intelligent companion
When a query can't be run due to incomplete, incompatible, or incorrect SQL syntax, your intelligent companion can help identify and fix the issue.
Simply click the Fix with Workiva AI button that appears at the bottom of screen; the intelligent companion will formulate a solution and provide updated SQL text that you can Insert into your query.
Once fixed, run the query to test the solution and then Save before exiting.