The Stateable AI assistant lives in the drawer on the right side of the Data tab: it reads your data, suggests filters and rules, and can make changes for you. This article is the honest version of what that means — what to use it for, what to be skeptical about, and how the safety rails work.
What it's good at
Turning a plain-English question into a filter. "Show me commissions from State Farm in the last 30 days" → the assistant sets up the filter and applies it for you.
Suggesting rules. "Tag every row from Broker IDs starting with SG as Small Group" → it drafts the rule, shows you the rows it would change, and waits for your approval.
Explaining what's in front of you. "Why is this cell tagged Mid-Market?" → it reads the Cell Provenance and walks you through how that value got there.
Walking you through workflows. "How do I export to my S3 bucket?" — it points to the right setting and the [right help article](send-exports-to-your-s3).
What to be careful about
Numbers it makes up. If it gives you a total ("State Farm paid us $12,304 last month"), check it by filtering for the same thing yourself. Treat any number it gives you as a draft, not gospel.
Big changes. Any action that affects more than a handful of rows — labeling thousands of cells at once, deleting a rule that's been in place for months — passes through an approval gate. Read what it says before clicking Approve.
Cases your rules haven't covered yet. The assistant is happy to invent a new way to label something on the spot. That's fine for a quick answer in chat, but don't let it become a permanent rule without someone looking it over first.
How the approval gates work
When the assistant proposes a change that actually touches your data, the drawer pauses and shows you exactly what it's about to do — the rule it would set, how many rows it would change, and which field it would fill in — before anything is saved. You approve, edit, or reject from the drawer. Nothing happens behind your back.
Detailed walkthrough: How approval gates work in the AI assistant.
Where it's enabled
The assistant is only visible if your organization has the AI assistant feature turned on and you have the Use Assistant permission (see Manage teammate permissions and access). If you don't see the drawer icon on the Data tab, that's why.
When the answer feels off
Two paths:
Push back in the chat. "That's not right because…" — the assistant will reconsider. Often the second answer is much better.
Reset and re-ask. Long conversations can wander off track. You can start a fresh thread any time without losing your earlier ones.
Full recovery playbook: Recover from a bad answer in the AI assistant.
Key terms
Term | What it means |
Drawer | The right-hand panel where you chat with the assistant. |
Approval gate | A paused step where the assistant shows you a proposed change and waits for you to approve, edit, or reject it. |
Thread | A single conversation. Past threads remain accessible from the drawer. |
Use Assistant permission | The role-level permission that controls whether someone can open the drawer. |
Common questions
Does the assistant make changes automatically?
No, the assistant does not make changes automatically. Any change that touches your data passes through an approval gate. You approve, edit, or reject before anything is saved.
Can it see my data?
Yes — the assistant can see your data, but it reads only your organization's data. Stateable doesn't share data across customers.
Why don't I see the assistant drawer?
If you don't see the assistant drawer, either the feature isn't enabled for your org, or you don't have the Use Assistant permission. Ask an admin or see Manage teammate permissions and access.
How accurate are the numbers it cites?
Treat the numbers it cites as a draft. The assistant can sound very sure of a total and still be wrong. Double-check any number by filtering for the same thing yourself and seeing if it matches.
Can I delete a conversation?
Yes — you can delete a conversation: every thread has a delete option in the thread list. Deletions are permanent.
Get help
Still need a hand? Start a conversation from the Support button in the app, or email [email protected]. We reply within one business day for most tickets.
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Last reviewed: 2026-05-27