Protobi

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## Protobi AI Helper

Protobi AI Helper brings AI directly into your project, so you can ask questions in plain natural language, then get answers and apply the results.

To open the Protobi AI Helper, press the AI sparkle icon  <img src="/uploads/images/image-getting-started-with-protobi-ai-helper-2026-04-29-15-25-25.png"  alt=""    style="max-width:20px; vertical-align: middle;"/> at the top of the page
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<img src="/uploads/images/ai-dialog-empty.png" alt="" style="max-width: 600px"/>
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You can use Protobi AI Helper to:

*  **Analyze data** - Analyze selected elements and generate insights
*  **Extract survey text** - Read survey questions, responses, and structure
*  **Autocode** - Automatically code open-ended responses
*  **Process data** - Generate or modify process code and data workflows
*  **Administer project** - Manage users, permissions, and project settings
*  **General help** - Answer general questions about the platform

## Analyze data and summarize results
Protobi AI helper analyzes the **selected element** and highlights key patterns and findings in a clear, structured format.

The response can be expanded using **“Show more”**, which displays the full view, including all insights and details.

### **Copy, View, Apply**
After each response, three action buttons appear below the AI output:
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<img src="/uploads/images/image-getting-started-with-protobi-ai-helper-2026-04-29-15-44-36.png" alt="" style="max-width: 250px"/>
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**Copy** - Copies the AI response text to your clipboard so you can paste it into another tool or document.
**View ** - Opens a full-screen view of the response for easier reading.
**Apply** - Creates a new element in the dashboard containing the AI results. You can edit, format, or reuse this content as needed.

When you click **Apply** <img src="/uploads/images/image-getting-started-with-protobi-ai-helper-2026-04-28-04-55-25.png" alt="" style="max-width: 25px"/>, a new element is created in the dashboard containing the AI results. You can edit, format, or reuse this content as needed.
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<img src="/uploads/images/image-getting-started-with-protobi-ai-helper-2026-04-27-17-10-58.png" alt="" style="max-width: 600px"/>
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## Configure dashboard elements
Protobi AI helper  customizes the **selected element** based on your request, allowing you to modify charts, layout, format, or visualization.
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<img src="/uploads/images/image-getting-started-with-protobi-ai-helper-2026-04-27-17-52-09.png" alt="" style="max-width: 600px"/>
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Use **Apply** button to update the selected element directly in the dashboard.
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<img src="/uploads/images/image-getting-started-with-protobi-ai-helper-2026-04-27-17-53-25.png" alt="" style="max-width: 600px"/>
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## Extract survey text and responses

Protobi AI helper can also **read** your **survey** questionnaire and extracts question text, response options, sections, and formats. It organizes your dashboard according to your survey.

## Process data
Protobi AI helper generates the logic to add new data waves, update tables, or transform data within your project.
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<img src="/uploads/images/image-getting-started-with-protobi-ai-helper-2026-04-28-06-34-07.png" alt="" style="max-width: 600px"/>
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**Example tasks you can ask:**
* How do I bring in a new wave of data?
* Write code to stack this wave with the prior wave
* Add a derived variable that flags respondents who selected option 3

### **Sources**

After each response, the AI shows the **Sources** used to generate the answer. Expand the section to view referenced files, such as attached data or project documents.
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<img src="/uploads/images/image-getting-started-with-protobi-ai-helper-2026-04-29-16-01-24.png" alt="" style="max-width: 550px"/></div>

Click any source to open it, verify the response, or explore the underlying data.

### **Temporary Files**

When you attach an element or upload data, the AI stores it as a Temporary File for the current session. These files provide additional context for more accurate responses.

From the panel, you can see:
**Upload** - use the file in the conversation
**Download** - save it locally and upload into another tool
**Copy** - copy to clipboard
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<img src="/uploads/images/image-getting-started-with-protobi-ai-helper-2026-04-29-16-06-58.png" alt="" style="max-width: 550px"/></div>

Temporary files are cleared when you reset or close the conversation

#### **Reset**

Use Reset (top right) to start a fresh session.

Clears chat history
Removes temporary files
Resets the conversation

## Administer project
You can ask the AI Helper to help you manage project access. Use the Administer project context and ask in plain language  for example, "How do I add a view user to my project?"

## AI Helper Contexts
Protobi AI Helper uses contexts to understand what task you want to perform. Each context changes how the AI interprets your question and what actions it can take. You select the context from the dropdown at the top of the AI Helper panel.

## Who can access Protobi AI Helper
Protobi AI Helper is available to **editors and admins.** Users with view-only permission **(i.e. end clients)** do not have access.
Access can be enabled or disabled at the organization, dataset, or user level. If access is disabled at any level, AI Helper will not be available.

## How Protobi AI Helper Handles Your Data
Protobi AI Helper has access to all Protobi Help and Tutorial articles generally, and when opened in the context of one project it can also read from that project:
* Project elements
* Data process code and properties
* Survey document
* Project wiki pages
* Aggregate tables for any elements you select

Protobi does **not** use your data (confidential or otherwise) for any purpose other than to answer your questions.  Your data is not used to train AI models.

Nor do any AI models have direct or broad access to your data.   Your project data is actually stored inside a specialized Protobi database that only Protobi has access to.  When you ask a question, Protobi selectively draws just the information that is relevant and needed to answer that question, and uploads only that to the AI engine with the question at query time.   You can see what information is being uploaded in the AI dialog by pressing the "Download" button before submit in the confirmation dialog when submitting a question.

Protobi AI Helper is built on [Anthropic Claude](https://privacy.claude.com/en/articles/7996868-is-my-data-used-for-model-training), which does not use your data to train AI models.

If your organization has a different preferred platform, such as Open AI ChatGPT, Microsoft CoPilot or Google Gemini, let us know and connect Protobi AI Helper to use your firm's AI platform instead.

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