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Getting Started with Ask Alta

Meet Ask Alta, your in-app AI assistant — analyze your data, build campaigns and audiences, automate workflows, and get answers without leaving Alta.

Written by Katie Supporté

Ask Alta is your AI assistant inside Alta. It's more than a search box — you can ask it questions about your data, have it build campaigns and audiences for you, automate work, and find answers, all from a chat.

This article explains where to find Ask Alta, what you can do with it, and how it gets better the more your team uses it.


Where to Find It

Click the Ask Alta button to open the chat. You can bring it up from across the product, and in some places it opens already aware of what you're looking at — so you can ask about the screen you're on without re-explaining it.


What You Can Do

Analyze your data

Ask questions about your performance in plain language and get an answer back — often as a chart or summary.

  • "How did last month's campaigns perform by rep?"

  • "Show me my reply rate over the last three months."

  • "Which campaigns have the highest bounce rate?"

Build for you

Ask Alta can create things directly, not just describe how.

  • "Create a campaign targeting VPs of Sales at SaaS companies in the US."

  • "Draft a pitch for our product."

  • "Build an audience of marketing leaders at fintech companies."

When Ask Alta takes an action like creating a campaign, you'll get a chance to review it before it goes anywhere.

Automate with Workflows

  • "Set up a workflow that posts a weekly performance summary to Slack."

  • "When a prospect replies, update the deal in my CRM."

Ask Alta can draft the workflow for you, so you don't have to build it step by step.

Find answers

  • "How do I turn on link tracking?"

  • "What's the difference between autopilot and copilot?"

Ask Alta searches your help center — and the web when needed — so you get answers without leaving the product.

Work inside the campaign builder

While you're building a campaign, Ask Alta can fill in the pieces for you — your ideal customer profile, search criteria, or pitch — based on a plain-language description.


It Gets Smarter Over Time

Ask Alta learns from the data questions your team asks. When it answers a question well, it saves that as a verified approach for your account and reuses it next time someone asks something similar. The result: the more your team uses Ask Alta for reporting and analysis, the faster and more consistent its answers become.


Tips for Getting the Best Results

  • Be specific. "Reply rate by rep for July" beats "how are we doing." The more precise your question, the sharper the answer.

  • Ask follow-ups. You can refine a result conversationally — "now break that down by campaign," "show it as a chart."

  • Let it act. For anything you'd otherwise build by hand — a campaign, an audience, a workflow — try asking Ask Alta to do it first, then review.

  • Use it in context. Open Ask Alta from the screen you have a question about; it can often pick up what you're looking at.


Summary

Ask Alta is a working assistant, not just a help lookup. Use it to analyze your performance, build campaigns and audiences, automate workflows, and get answers — all in plain language, all inside Alta. And because it learns from how your team uses it, it keeps getting better over time.

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