Help Center

What is the AI Assistant in Workflow Builder?

The AI Assistant is a built-in help feature within the CRM's Workflow Builder that provides real-time, contextual guidance as you create and configure automation workflows. This intelligent tool uses artificial intelligence to deliver tailored explanations, step-by-step instructions, and practical examples directly within the builder interface, helping you understand and set up workflow components without needing to consult external documentation.

Key Benefits

Using the AI Assistant offers several advantages for workflow creation:

Instant Answers: Get immediate explanations and guidance without leaving the workflow builder
Contextual Learning: Receive information specifically relevant to the trigger or action you're configuring
Confident Building: Follow clear instructions and validation tips to ensure accurate setup
Time Savings: Access precise help exactly when you need it, speeding up the configuration process

How to Access the AI Assistant

Step 1: Open Workflow Builder

Navigate to Automation in the left-hand menu, then select the Workflows tab. Click + Create Workflow in the top-right corner to begin building a new workflow from a template, recipe, or starting from scratch.

Step 2: Open a Trigger or Action

Click into any trigger or action configuration panel. For example, you might select + Add New Trigger to begin setting up your workflow's starting condition.

Step 3: Select a Component Type

Choose from the available trigger or action types. The AI Assistant is available for all standard workflow components.

Step 4: Click the Learn More Button

Look for the blue Learn More button with a lightbulb icon in the upper-right corner of the configuration panel. Clicking this button opens the AI Assistant sidebar.

When you open the AI Assistant, a sidebar appears on the left side of your screen containing contextual information about the specific workflow component you're configuring. The assistant provides:

Detailed explanations of what the component does
Step-by-step configuration instructions
Validation rules and constraints
Real-world use case examples

You can also type follow-up questions into the chat box within the sidebar to get personalized answers and additional guidance.

Modes of Operation

Learn Mode

The AI Assistant streams answers in real time and suggests follow-up questions at the end of each response to help you explore related topics.

Build Mode

When you ask a question about building or configuring something in Learn Mode, you can switch to Build Mode using the Continue in Build Mode button. This transfers your request without requiring you to retype it.

Frequently Asked Questions

Is the AI Assistant available for all workflow components?

The AI Assistant works with all standard triggers and actions. Note that marketplace components are not supported.

Is there an additional cost for using the AI Assistant?

No, this feature is included at no extra cost for all CRM users.

Can I ask follow-up questions?

Yes, you can interact with the AI Assistant and ask additional questions for more personalized guidance.

What type of guidance does the AI Assistant provide?

It offers detailed information about how triggers and actions work, setup instructions, validation constraints, and practical examples.

Using the AI Assistant in Workflow Builder