Using Candor Bot

Candor Bot is the assistant built into the app. It answers questions about Candor, explains what you’re looking at, and coaches what you type before you commit to a run. It is most useful in the moment you’re unsure, which is exactly when leaving to read documentation is the last thing you want to do.

Where to find it

The launcher sits in the bottom-right corner of every page inside the app. Click it and a chat panel opens over the page you’re on. The first time you sign in it opens itself once, so you know it exists, and after that it stays closed until you ask for it.

The three things it does well

  • Explains the screen. What a field controls, what a chip means, what a section is for.
  • Interprets a result. Why a segment came back low-confidence, what a verdict is telling you, why a concept is being dropped.
  • Sharpens your input. The one people underuse. Ask it whether your audience description is specific enough before you submit, not after.

It can see the screen you’re on

This is what separates it from a search box. On a screen where you’re typing, the values currently in your fields travel with your question. So the answer names the field and suggests the concrete fix rather than telling you what a good audience description looks like in general.

On screens where you’re reading rather than typing, such as a report or a persona profile, it gets a summary of what’s on the page. Ask “what should I do next with this?” on a report and it answers about your report, not about reports in general.

Starter prompts

When a chat is empty, the panel offers a few suggested questions chosen for the screen you’re on. The audience wizard suggests things like whether your audience is specific enough. A report suggests summarising the key findings or asking what to do next. A persona profile suggests explaining the personality in plain terms. They are shortcuts, not a menu: you can type anything.

What it will not do

Four hard limits, so you know where the edges are rather than discovering them mid-question.

  • Only Candor. Ask it about anything else and it will decline and point back to what it can help with.
  • Not how it’s built. It won’t discuss the platform’s internals, infrastructure, or the technology behind it.
  • No prices. For anything about a plan or a payment it sends you to your billing settings or to support rather than quoting a number.
  • No actions. It cannot launch a run, change a setting, or delete anything. It explains, you decide.

It also won’t invent an answer. If it isn’t sure, it says so and points you at the relevant help article or at support.

Where its answers come from

The bot answers from this help center. Every article you can read at /help is part of what it knows, which is why it links you to articles by name when there’s more detail than a chat reply should carry. If an article is wrong, the bot will be wrong the same way, so tell us when an answer doesn’t match what you see.

Limits and starting over

You can send 30 messages every 10 minutes. Normal use doesn’t come close.

New chat in the panel header clears the thread and starts fresh. Use it when you switch topics, so earlier context stops colouring the answers. Your thread otherwise survives page refreshes and clears itself after seven days of not being used.

What happens to your chats

Each exchange is saved: your message, the reply, and the page you were on. This is so the team can see where Candor is confusing people and fix the product, and it’s why asking a question is a useful thing to do even when you work out the answer yourself.

Chats are kept for 180 days, included in a data export, and deleted with the account. Full detail is in Data and privacy in Candor.

Where to go next

Common questions

Three things. Explaining the screen you're on, so you don't have to leave and find a help article. Interpreting a result you're looking at, like why a segment is low-confidence or what a verdict means. And sharpening what you're about to submit, which is the one people underuse. On a wizard screen it can see the fields you've filled in and tell you which ones are too vague to produce good research, before you spend the time and money on a run.

On input screens, yes, and that is the point. When you're in the audience wizard, the project form, or the interview guide wizard, your current field values travel with your message so the coaching can be specific. It will name the field and suggest the concrete change rather than giving you generic advice. On read-only screens like a report or a persona profile, it gets a summary of what's on the page so it can explain the actual content in front of you instead of speaking in the abstract.

Four things, by design. It won't answer questions unrelated to Candor, even if you press. It won't discuss how the platform is built, including its infrastructure or the models behind it. It won't quote prices or billing amounts, and will send you to your billing settings or to support instead. And it won't take actions on your behalf: it can't delete data, launch a run, or change a setting. It explains and advises, you decide and click.

You can send 30 messages every 10 minutes. In normal use you will not reach it. If you do, wait a few minutes and continue. Your thread stays where it is.

Yes. Each exchange is stored with your message, the reply, and the page you were on, so the team can see where Candor is confusing and fix it. They're kept for 180 days, they're included if you export your data, and they're deleted outright when the account is deleted. The thread you see in the panel is separate: it lives in your browser, is keyed to your account so a shared computer never shows someone else's chat, and it clears after seven days of not being used.

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