Using the Workflow AI Assistant

About the Workflow AI Assistant

The Workflow AI Assistant is a built-in guide designed to help you create, understand, and improve your automations. It provides step-by-step guidance, suggests actions and triggers, and can analyze your existing setup to offer optimization tips. You can interact with it using natural language to get help on virtually any aspect of building or managing a workflow.

What the AI Assistant Can Do

The assistant offers several key types of support:

• Build from Scratch: Describe your goal (e.g., "send a welcome SMS after a form submission") and the assistant will suggest the necessary triggers and actions and explain how to configure them.
• Analyze Workflows: Get a plain-English description of an existing workflow's structure and purpose, which is helpful for onboarding or recalling why a workflow was built.
• Get Step-by-Step Guidance: Receive instructions for setting up specific parts of a workflow.
• Answer Questions: Ask about workflow concepts, specific actions, triggers, or best practices.
• Suggest Improvements: The assistant can review your workflow and propose ways to make it more efficient.
• Manage Settings: You can use chat prompts to help rename a workflow or adjust settings like re-entry rules, time windows, and sender details.

How to Access and Use the Assistant

You can find the Workflow AI icon in the bottom-left corner of the workflow builder screen. Clicking it opens a chat interface. From there, you have three primary ways to engage:

1. Analyze Workflow: Click the "Describe this Workflow" button for an instant overview of your current workflow.
2. Get Building Help: Click the "Assist with Building" button to enter a mode focused on helping you construct a new workflow.
3. Standard Chat: Simply type your question or request directly into the text box.

Building a Workflow with AI Assistance

Step 1: Describe Your Goal

In the chat box, type a description of what you want the workflow to accomplish. Be as specific as possible. For example, you could type: "I need a workflow that texts a coupon to a contact 24 hours after they abandon their shopping cart."

Step 2>Review and Apply Suggestions

The AI Assistant will respond with a list of recommended triggers and actions, along with instructions on how to set them up. You can follow these steps to build your workflow directly in the builder.

Managing Your Chat Session

• Starting a New Chat: To clear the current conversation and start fresh, click the "Clear Chat" button in the top-right corner of the chat window.
• Exporting a Chat: To save a record of your current conversation, click the "Export Chat" button. This will download a copy of only the active chat session.

Usage Notes

The Workflow AI Assistant features, including content generation for SMS, emails, or code, do not consume separate AI credits. To ensure system performance for all users, a fair usage limit may be applied. If you reach a daily limit, access will be restored after 24 hours.