Setting up Cee
Cee is enabled through, Management > Feature Management > AI Assistants toggle on your server. If you do not see this option, you may need to contact your system administrator or upgrade your Countly edition.
There are two ways to set up Cee depending on whether you want to use your own OpenAI account or Countly’s AI Gateway service. Navigate to Management > Settings > AI Assistants in the Countly dashboard:
To use your OpenAI account
- Set Provider API base URL field to
https://api.openai.com/v1 - Set Provider API key field to your personal OpenAI API key
To use Countly AI Gateway
- Set Provider API base URL to
https://ai-gateway.count.ly/ - Set Provider API key field to your Countly Gateway API key (will be provided by your representative)
Using Cee
Once enabled, you will see the Cee chat assistant icon in the Countly dashboard, on the sidebar left of the screen. Click this icon to open the Cee chat panel. Cee will greet you and invite you to ask a question or describe what you want to do.
Using Cee is as simple as typing a question or request in natural language. For instance, you can ask “How do I create a cohort?” or “Show me top events this week”. Cee will analyze your request and either answer directly (by retrieving the relevant info from the documentation) or guide you through the steps to achieve it. The assistant keeps the conversation context so you can ask follow-up questions naturally.
Five core things Cee will help you and you should definitely check out are:
- General questions: Ask about how things work
- Creating Cohort: Get help creating a Cohort
- Creating Funnels: Get help creating a Funnel
- Creating Drill Queries: Get help forming a Drill query
- Giving Drill Insight: Get help interpreting Drill results
Tips for Getting the Best Out of Cee
- Be Clear and Specific: The more clearly you describe what you need, the better Cee can help. For example, “show me active users last week” is okay, but “how many active users did we have last week on mobile vs web?” is even better as it gives Cee more to work with.
- Use Follow-up Questions: If Cee gives you a result or explanation, you can ask follow-ups without starting over like “What about for new users only?” after an initial query.
- Stay on One Topic at a Time: While Cee can handle multi-step workflows, it’s best to complete one task at a time especially when using the automation agents. For example, finish creating a cohort before pivoting to a funnel in the same chat session.
- Review Before Saving: When Cee fills out a form (for Cohort, Funnel, etc.), take a moment to review the entries. This is both to ensure it matches your intent and to familiarize yourself with how that feature is configured.
- Keep Privacy in Mind: Avoid typing actual personal data into the chat (like an individual’s email or phone number) - not that Cee can do much with it, but it’s best to treat it like you would any support channel. Speak in terms of analytics (“users from X segment” or “event Y”) rather than raw data points.
Conversation Reset and Memory Management
Cee keeps a limited memory of the conversation to maintain context. This is usually enough for typical Q&A but very long or tangential conversations might cause earlier details to drop off from its context.
If at any point you feel the assistant is getting confused or stuck you have the option to start fresh. In the Cee chat panel, there is a “Start New Conversation” (or “Reset”) button. Clicking this will clear the AI’s memory of the previous dialogue and present you with a clean state. This is helpful if you want to switch to a completely different topic or if the thread of conversation has gone off course.