Working with AI Artifacts and Mermaid Diagrams in Your CRM
Introduction to AI Artifacts
The Ask AI feature in your CRM now generates more than just text. It can organize its responses into structured, interactive formats called artifacts. These artifacts help you turn ideas into action faster by presenting information in clear, easy-to-use layouts like tables, checklists, and diagrams.
What Are AI Artifacts?
AI Artifacts are structured responses that organize information visually. Instead of a block of text, you receive a formatted output that is easier to read, understand, and use directly. The AI can automatically choose the best format for your request, or you can specify the type of artifact you need.
Benefits of Using AI Artifacts
Using artifacts improves your workflow in several key ways:
- Better Readability: Complex information is broken down into organized layouts.
- Faster Decisions: Visual data presentations like charts and tables make analysis quicker.
- Clear Process Visualization: Mermaid diagrams help you see and understand workflows and automations.
- Interactive Collaboration: Guided questions ensure the AI has all necessary details before generating a result.
- Easy Sharing: Structured outputs like checklists and diagrams are simple to share with your team.
Available Artifact Types
Tables
Tables organize data into rows and columns, ideal for comparing information. You might use a table for a content calendar, a campaign summary, or a lead report.
Example Prompt: "Create a 4-week social media content calendar for a fitness coach as a table."
Charts
Charts turn numbers into visual graphs, such as bar charts or pie charts, to show trends and comparisons from your data.
Example Prompt: "Show my monthly revenue growth as a bar chart."
Guided Questions
If your initial prompt is missing details, the AI may ask follow-up questions to provide a more accurate and tailored response.
Todo Lists
Todo lists break down projects into actionable steps. They are perfect for planning campaigns, creating SOPs, or managing client onboarding.
Code Blocks
Code blocks present generated code in a clean, formatted way with syntax highlighting for languages like HTML, JavaScript, or SQL.
Example Prompt: "Write a Python script to sort a list of customer emails."
Mermaid Diagrams
Mermaid diagrams create visual representations of workflows from text descriptions. They are excellent for mapping out automations, customer journeys, or business processes. You can view these diagrams in full screen, pan across them, and zoom in for detail.
Example Prompts:
- "Create a Mermaid flowchart for my new lead follow-up process."
- "Diagram the steps for a 5-day email welcome series."
Other Artifacts
The AI can also generate other types of artifacts, including media previews, web search result cards, and approval request forms, depending on your query.
How to Use AI Artifacts
To use an artifact, simply ask the AI a question or give it a task. You can let it choose the best format, or you can request a specific artifact type in your prompt. For the best results, be clear and detailed in your requests.