Workflow AI is an assistant built to help you create, refine, and manage workflows inside the CRM. Whether you're starting from scratch or improving something that already exists, Workflow AI offers step-by-step guidance, action suggestions, and optimisation insights based on what you're trying to achieve. Just type your desired outcome and Workflow AI will present a curated list of actions and triggers to get you there.

Key Features of Workflow AI

  • Assistance for New Users: If you're new to workflows, Workflow AI gives you the guidance to get started. Type in your objective and it will suggest the actions and triggers you need, along with configuration help. The AI assistant can also explain workflows and best practices, making the learning curve much more manageable.
  • Step-by-Step Setup: Workflow AI walks you through each step of building a workflow, so you feel confident at every stage. You'll have what you need to move smoothly from one step to the next.
  • Real-Time Assistance: Got a question mid-build? You can ask Workflow AI anything workflow-related and get instant answers and best-practice tips to keep things moving.
  • Add and Configure Actions Easily: Workflow AI doesn't just suggest actions like sending reminders or updating statuses; it also helps you configure them. Click on the recommended action and Workflow AI will guide you through adding and setting it up inside your workflow.

How to Use Workflow AI

Go to the Automation > Workflows section in your account, then select an existing workflow from the list or create a new one from scratch.

Locate the AI Chat

Find the Workflow AI chat icon in the bottom left corner of the workflow builder. Clicking it opens the chat box, where you'll see several prompt cards to start the conversation.

Begin the Conversation

Choose a card or simply start typing your query into the chat box.

Workflow AI Options

Edit This Workflow

This option adds a prompt so you can instruct the AI helper to modify your workflow.

Simply enter your desired change in the box.

Describe this Workflow

Get a breakdown of the workflow name, triggers, actions, and key settings. Useful for understanding system workflows or ones created by other team members.

How Do I?

Click the "How Do I" tile to ask a question in the chat box. This lets you enter your query quickly for a more efficient interaction.

Help with Error

If you're seeing an error message, this option helps you troubleshoot your workflow with the help of AI.

Receive Detailed Explanations and Guidance

As you interact with Workflow AI, it will suggest follow-up questions to deepen your understanding and help you build an effective workflow.

Feedback on Responses

You can rate Workflow AI's responses to help improve its accuracy and usefulness over time.

Clear or Export the Chat

Use the "Clear Chat" button to start a fresh conversation at any point.

Chat Mode

In Chat Mode, you can talk to the workflow AI and ask questions without making any changes to the workflow itself.

Point & Edit or Ask

This option lets you select multiple triggers and actions for Workflow AI to consider when providing insights, suggestions, and information.

From configuring individual actions to improving the overall efficiency of your workflows, Workflow AI is a reliable partner throughout the process.

Frequently Asked Questions

Q. Why should I use Workflow AI?

  • Workflow AI simplifies and speeds up the process of building and optimising workflows by offering real-time suggestions and helping ensure workflows are efficient and error-free.

Q. Can Workflow AI handle complex workflows?

  • Yes. Workflow AI is designed for both simple and complex workflows, providing guidance tailored to processes of any size or complexity.

Q. Can I keep a record of my chat with Workflow AI?

  • Yes, use the Export Chat button to download a copy of the conversation for easy reference whenever you need it.