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What Are AI-Powered Field Tooltips?

AI-Powered Field Tooltips provide intelligent, contextual assistance directly within the fields of the Workflow Builder. When you encounter a setting you're unsure about, you can hover over an information icon to get a brief description. For a more detailed explanation, you can open an AI assistant for a conversational breakdown of the field's purpose and function. This feature helps clarify advanced configurations, enabling you to build workflows more accurately and with greater confidence.

Benefits of Using AI-Powered Field Tooltips

This feature offers several key advantages for users configuring workflows:

Accelerated Setup: Receive immediate explanations for settings without needing to leave the builder or consult external documentation.
Reduced Errors: Gain a clear understanding of how a field's value affects the workflow's behavior before saving your changes.
Enhanced Learning: New users can learn the functionality of the Workflow Builder organically through context-sensitive guidance.
Detailed Explanations: Use the "Explain Field" option to get a comprehensive, conversational analysis of the field's role.
Interactive Support: Ask follow-up questions within the AI assistant to confirm your understanding of the feature.

How to Use AI-Powered Field Tooltips

This feature is currently experimental and available only on specific fields. To use it, follow these steps:

Navigate to Automation → Workflows.
Open an existing workflow or create a new one.
Add or select one of the supported actions: Manual SMS or Manual Call.
Open the Advanced Settings panel within the action's configuration.
Look for the information icon (ℹ️) next to a supported field.
Hover over the icon to view the short tooltip description.
Click Explain Field to open the AI assistant for a more detailed explanation.
You can ask follow-up questions within the assistant to clarify any points.

Frequently Asked Questions

Why don't I see the information icon next to my fields?

AI-Powered Field Tooltips are currently an experimental feature and may only appear on specific fields within the Advanced Settings of the Manual SMS or Manual Call actions. They are also not yet available for all user accounts.

In the current experiment, the "Explain Field" option may only appear for certain supported fields and eligible accounts. Try checking a different field within the Advanced Settings or the other supported action.

Does "Explain Field" change any of my settings automatically?

No. The "Explain Field" feature is purely informational. You retain full manual control over entering values and saving all workflow settings.

Can I ask follow-up questions about my specific workflow goal?

Yes. After clicking "Explain Field," you can ask the AI assistant follow-up questions to understand potential use cases and how the field might impact your workflow's behavior.

Is this the same as the "Learn More" feature on actions and triggers?

It is related but serves a different purpose. "Learn More" provides AI explanations for entire actions or triggers, while AI-Powered Field Tooltips offer assistance for individual fields within an action's configuration.

Will this feature be expanded to other actions and triggers?

Expansion to other areas is the intended goal if the experimental results are positive. As it is still in the experimental phase, availability and scope are subject to change.

What if the AI explanation doesn't match what I see in the action?

Always refer to the official action documentation as the definitive source of truth. The AI assistant is a helpful guide, but you should validate the actual behavior of your configuration before publishing significant workflow changes.

Does this work outside of the Workflow Builder?

This experiment is currently focused exclusively on providing field-level help within the Workflow Builder, starting with the Advanced Settings of the Manual SMS and Manual Call actions.

Understanding AI-Powered Field Tooltips in Workflows