Using the AI Translate Action in Workflows

What is the AI Translate Workflow Action?

The AI Translate action in your CRM's workflow builder is a tool that automatically converts text from one language to another. This allows you to create automated, multilingual communications. For example, you can translate an incoming message and then use that translation in a follow-up email or SMS, ensuring your contacts receive information in their preferred language.

How to Configure the AI Translate Action

Step 1: Add the Action to Your Workflow

In the workflow builder, locate the action by searching for "Translate" in the actions menu. Add the action to your workflow at the step where you need the translation to occur.

Step 2: Configure the Action Settings

After adding the action, you will need to configure the following settings:

• Action Name: Provide a clear name for this step, such as "Translate Message to Spanish."
• From Language: Specify the original language of the text you want to translate.
• To Language: Specify the language you want the text to be translated into.
• Input Text: Enter the text to be translated. You can type static text directly or use the tag icon to insert a custom variable containing dynamic text from a contact's profile or a previous workflow step.

Click Save Action to add the configured step to your workflow.

Using the Translated Output

Once the action runs, the translated text is stored and can be used in subsequent workflow steps. It is available as a custom variable, which you can insert into actions like sending an email or an SMS.

Example Use Case: Translating a Welcome Message

Here is a practical example of how to use the AI Translate action:

Scenario: A new contact signs up and indicates their preferred language is French.

1. Trigger: The workflow is triggered when a contact is created.
2. Action 1 - Translate Content:
   • Action Name: Translate Welcome to French
   • From Language: English
   • To Language: French
   • Input Text: Hello, thank you for signing up!
3. Action 2 - Send Email: In the email body, insert the custom variable for the translated text (e.g., {{workflow_ai_translate_content.2.response}}).

This sequence ensures the contact automatically receives a welcome message in French, improving their experience with your business.