Trackdesk AI assistant is built into your Trackdesk dashboard. Ask it about your program in plain language, and it looks up the data, opens the right page or report, and makes changes for you once you approve them. This article explains how to open it, what it can do and how approvals work.
Open Ask AI
AI chat lives in the search bar at the top of the dashboard:
Click the Search or ask AI… bar, or press
Ctrl + K(⌘ + Kon a Mac).Switch to the AI Chat tab.
Type your question and press
Enter, or pick one of the ready-made scenarios below the input.
The conversation then continues in a chat panel on the right side of the screen, so you can keep working in the app while the assistant answers. Drag the panel's edge to make it wider or narrower, and double-click the edge to reset its width.
The first time you send a message, tick the consent to AI data processing as described in the Trackdesk Privacy Policy. You only do this once.
What you can ask
Ask AI works with the same data you see in the dashboard: offers, affiliates, clicks, conversions, reports, payouts and settings. You can, for example:
Check performance: "Who are my top affiliates this month?" or "Which traffic sources and sub-IDs convert best?"
Open data in the app: "Show me last week's conversions from Matt." The assistant opens the conversion report with those filters instead of listing the records in the chat.
Troubleshoot tracking: "Why didn't this click convert?" or "Did the postback for this conversion go out?"
Review fraud and quality: "Which conversions look suspicious?" or "Is a coupon code being used outside its affiliate?"
Prepare payouts: "Is the monthly payout ready to run?" checks open balances for missing billing details or payment methods.
Make changes: create an offer, approve pending conversions, update affiliates, add a coupon, change a tier or update your settings.
Get help with Trackdesk: the assistant searches this help center and can take you to the page and highlight the control you need.
Not sure where to start? The AI scenarios below the input are grouped into Setup, Performance, Affiliates, Tracking, Fraud & quality and Payouts. Click a scenario to put its prompt into the input, then replace the parts in square brackets, such as [offer], with your own values before you send it.
New to Trackdesk? Click Start setup in an empty chat, and the assistant reviews your account and walks you through the steps that are still missing.
Ask AI replies in the language you write in.
Approve changes
Ask AI never changes anything on its own. Before every change, it shows an approval card with the action and the values it's going to use, for example "May I change the affiliate status?". On the card:
Approve: The assistant makes the change.
Not now: Nothing is changed, and the assistant continues without it.
View raw request: Shows the exact values the assistant sends.
When the assistant prepares several changes at once, you can click Approve all or click Review one by one to decide on each change separately.
⚠️ Important: Deletions are shown on a red card marked "This can't be undone." and are confirmed with a Delete button. Check the card carefully before you confirm.
Some settings stay in the app, because they involve keys, passwords, files or changes that can't be reversed: personal access tokens, the SMTP server, Stripe and Tipalti connections, logos and custom domains, GDPR anonymisation and deleting team members. For these, the assistant opens the right settings page and tells you what to do next. Never paste a key, password or token into the chat.
Manage your conversations
The chat panel header has these controls:
New chat: Starts a new conversation. Every question you send from the search bar starts a new conversation too.
Chat history: Lists your previous conversations so you can continue one.
Delete: Deletes the open conversation. You can also delete conversations from the history list.
When you close the panel, a Resume chat tab stays at the edge of the screen. It shows when the assistant is still working or a reply is ready, and you can drag it to another position or hide it.
After a reply, the assistant often suggests your next message in the input. Press Tab to use it. Below each reply, you can copy it or rate it as helpful or unhelpful, which helps us improve the assistant.
Good to know
Who can use it: Ask AI is available to admins. Affiliate managers, affiliates and advertisers don't see it.
Same access as you: The assistant acts as your own account and can only see and do what you can in the dashboard.
History: Your 20 most recent conversations are saved in your browser, separately for each user and account. They don't carry over to another browser or device.
Text only: You can't attach files or images. One message can be up to 30,000 characters long, which leaves room for a pasted email or affiliate list.
Daily limit: Ask AI has a daily usage limit. When you reach it, the chat says so, and you can continue the next day.
Check the answers: Ask AI can make mistakes. Check important figures in the report it opens before acting on them.
Prefer to use your own AI assistant, such as Claude or ChatGPT? See Connect to Trackdesk: API, MCP and AI Assistants.