Getting Started
What is the Tracxn AI Assistant?
It is a natural language conversational tool that helps you work faster on Tracxn. You can build company lists, run quick company deep dives, and compare competitors or market trends — all by typing a question instead of setting up filters.
How do I open it?
You can reach the AI Assistant in two ways: from the dedicated “AI Assistant” tab on the left navigation bar, or from the purple “AI Assistant” button on the top bar, next to “Advanced Search.” It is available from anywhere on the platform.
What kinds of questions can I ask?
Anything from quick company research to funding and market questions. To help you start, the chat shows sample prompt categories — Company Research, Financial Analytics, and Funding & Acquisitions — each with click-to-run examples such as “Give me a detailed overview of Databricks” or “Show me companies in the AI sector.”
How do I point the assistant to a specific company, investor, or entity?
Type the @ symbol while writing your question to tag and reference a specific company profile, legal entity, or investor record.
Which AI models power the AI Assistant?
The AI Assistant is built on state-of-the-art large language models. We use a combination of models depending on the complexity of the task.
Does the AI Assistant rely solely on Tracxn data, or does it also leverage information from public sources?
The AI Assistant is currently built on Tracxn's proprietary dataset. Leveraging data from public sources is something we're working on and plan to add in the future.
Is the AI Assistant capable of conducting research and analytical projects?
Yes, it can help with market research and competitive analysis using Tracxn data. A few examples of what you can ask:
"What are the recent acquisition trends in the cybersecurity space — deal volumes, deal sizes, and key players?”
"List the top competitors of Revolut with their revenue and total funding.”
Can it perform analytical projects by combining Tracxn data with publicly available data?
Not at the moment. The AI Assistant currently works with Tracxn data only. Support for public data sources is something which will be added in the future.
Working With Responses
Can I save or share what the assistant gives me?
Yes. You can copy the response text to your clipboard, or download the full conversation as a formatted PDF to share with your team or clients.
Usage & Availability
Are there any limitations or usage constraints associated with the AI Assistant feature?
Yes. The AI Assistant is currently in beta and comes with usage limits. These help ensure the experience stays fast and reliable for all users.
You can find details on how to track your usage and request additional access below.
How can I see how much I have used?
A usage widget in the top bar of the AI Assistant shows your usage as a percentage, along with a “Heads Up” indicator as you get close to your limit.
What happens if I reach my usage limit?
When you reach the limit, the assistant shows an option to request additional usage. Submit the request, and the team will review it and extend your access where appropriate.
Is the AI Assistant now generally available to all users?
Yes, the AI Assistant is now available on Tracxn. It is currently live across almost all tiers. If you do not see it on your plan yet, the update is on its way - it will be available to you soon.
I have a question or an issue with the AI Assistant — who do I contact?
Please reach out to your Tracxn account manager or the Tracxn support team. They will help you with access, usage, and any questions about the tool.
Is there any additional cost to use the AI Assistant?
No separate subscription needed. The AI Assistant is included as part of the Premium plan.
Can multiple users on the same account share AI Assistant usage limits?
Yes, the limits are at account level and will get shared amongst the team members.