Workflow AI Assistant

What is Workflow AI?

Workflow AI is an AI powered assistant which will help you building workflows from scratch to finish with ease. It is a helpful guide that’s there to support you as you create, optimize, and manage workflows. Whether you're creating new workflows or refining your workflows, Workflow AI provides step-by-step guidance, suggest the right actions for the job and insights on how to optimize your workflow.

You just have to type what you want to build and Workflow AI will give you the list of actions and triggers to be added to achieve it and how to configure them.

What can Workflow AI do?

Help you with your first workflow: If you are new to workflows, you can just mention what you want to achieve and Workflow AI will give you the actions and triggers you need to add and help you configure the same. AI Assistant can also explain what are workflows and how to use them.
Break Down Your Workflow: If you're not sure about a specific part of your workflow, just ask. Workflow AI can describe what’s happening, making complex workflows easier to understand.
Make Your Workflows More Efficient: Workflow AI can scan your workflow for potential improvements, offering tips on how to streamline processes and what actions can be added to achieve it.
Step-by-Step Guidance: Need help setting up a workflow? Workflow AI can guide you through the process, explaining each step so you can feel confident in what you’re building.
Answer Questions: Got questions while you’re working on a workflow? You can ask Workflow AI for help with any doubts or queries—whether it’s about specific actions or general best practices.
Add Actions to Your Workflow: It can even help you add specific actions—like sending an SMS reminder, waiting for confirmation, updating an appointment status, or tagging contacts based on activity.
Suggest Next Steps: Not sure what to do next? Workflow AI provides suggestions for the next steps you should take, helping you move forward with confidence.

How to get started with Workflow AI?

When you open the builder you can find the Workflow AI on the bottom left corner of the builder.

On clicking the AI icon the chat box will open. There are multiple cards available to help you start the conversation. You can choose any card or began your chat by just typing the prompt.
Or you can click on the "Suggestions" or "Add Actions" to directly start the conversation from there.

You can start the conversation by typing your query in the text box.
Also you will get 30 credits a day. A credit is 1 questions that you can ask the bot and the credits will reset every day.

You can clear the chat any time you want and start afresh by clicking on the "Clear Chat" icon present on the top right corner of the chat box.
You can also export the chat by clicking on the"Export Chat" icon.

You can ask the bot any information that you need clarity on and the bot will explain it to you. For example in the below attached screenshot the question asked is "What is a trigger" and the bot has shared a detailed explanation of it.

You can just mention the use case you want to achieve and the bot will share you detailed explanation of the actions and triggers that are to be added and the configuration that is required to be done.
The bot will share the Step by Step details you need to follow to configure the workflow.
Also the bot will share the list of actions that are to be added in the workflow.
Just click on the "+" icon against the action, the "+" icons in the builder will start blinking. Select the place where you want to add the action. The action will be added and the sidebar will be opened for configuring the action.

The bot will also help you in configuring the actions. Just type in the end goal and the bot will guide you through the implementation. Below are a couple of examples where the user has asked the bot to configure a wait step where the contact should pass when they have opened an email and the second example is one where user wants to create a workflow with multiple actions.

When you are having the conversation with the bot, it will suggest you what questions can be asked next.

You can also select if you liked what the bot has answered or you were not satisfied with the answer. This will give us better insights on where the bot needs to be perfected.

FAQs

Q. How to get unlimited Workflow AI?

A. To get unlimited access to workflow AI you will have to get an "AI Employee" Subscription.

Q. Why should I use Workflow AI?

A. Workflow AI makes building and optimizing workflows much faster and easier. It takes out the guesswork by offering real-time suggestions and making sure your workflows are efficient and error-free.

Q. How do credits work?

A. You get 30 free credits every day to use with Workflow AI. Each time you ask for advice or add an action, you use one credit. If you need more credits, you can buy the AI Employee plan for unlimited access.

Q. Can Workflow AI handle complex workflows?

A. Absolutely! Workflow AI is designed to help with both simple and complex workflows. Whether it’s a one-step process or a multi-layered automation, it’s got your back.

Q. How do I add an action in my workflow?

A. Workflow AI will suggest actions based on what you’re building. Just click the + button next to the action (like sending an SMS or updating a status), and it’ll be added to your workflow.

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

A. Yes! Just click on the Export Chat button to download a copy of the conversation, so you can refer to it whenever you need.

Q. Is Workflow AI available for everyone?

A. Yes, as long as you have access to workflows, you can use Workflow AI.