Workflow AI Assistant

Creating and managing workflows can often be a complex task, but with the Workflow AI Assistant, you gain a supportive guide to streamline the process. Designed to help from initial setup to refining existing workflows, Workflow AI provides step-by-step instructions, suggesting relevant actions, and offering optimization tips. This article explores the features and benefits of Workflow AI, along with a practical guide to get you started, plus essential FAQs.

How to Use Workflow AI

1. Access Workflow AI

  • Go to the workflows tab by clicking on Tools & Reporting > Automations in the left-side menu. Create a new workflow or open an existing one.

  • Open the builder, and locate the Workflow AI icon in the bottom-left corner. Click it to open the chat box.

2. Start Interacting

  • Choose from the available interaction options:
    • Analyze Workflow: Click “Describe this Workflow” for an overview of your current setup.
    • Assist with Building: Use “Assist with Building” for action and trigger suggestions.

  • Type a Question: Start a conversation by typing directly into the chat box.

3. Build Your Workflow

  • Describe your workflow goal, and Workflow AI will generate a list of recommended actions and triggers.
  • For example, if you need a workflow to send SMS reminders, Workflow AI will suggest actions like “Send SMS,” “Set Reminder,” and “Update Status.”
  • Workflow AI explains each recommended action, helping you understand how they contribute to the overall workflow.

4. Configure Suggested Actions

  • Workflow AI suggests where to place each action in your workflow. Once you confirm, simply click the “+” button next to the action to add it.
  • The added action will automatically open the sidebar, allowing you to customize settings, such as message content, timing, or recipient criteria.

5. Review Workflow Insights and Make Adjustments

  • Workflow AI offers insights on potential improvements, flagging areas where actions can be streamlined or optimized.
  • For complex workflows, Workflow AI can break down each segment, helping you understand its function and suggest adjustments for better efficiency.

6. Monitor Your Workflow with AI Recommendations

  • Workflow AI not only assists with creation but also provides ongoing suggestions for next steps. For instance, it might recommend adding a “Follow-Up Email” after a reminder SMS to improve engagement.

Additional Functions

  • Clear & Start New Chat: Start a new conversation by clicking “Clear Chat” at the top right of the chat box.
  • Export Chat: Click “Export Chat” to download the conversation for future reference, making it easy to review instructions or suggested actions.

Important Note: Each location (sub-account) receives 30 free daily credits, which reset every day. One credit equals one question asked to Workflow AI.

Key Features and Benefits

  • Guided Workflow Creation: Ideal for both beginners and experienced users, Workflow AI breaks down steps, helping you build workflows that suit your needs.
  • Streamlined Optimization: By scanning workflows for potential improvements, Workflow AI makes it easier to refine processes and keep workflows efficient.
  • Action Recommendations: Workflow AI suggests specific actions or triggers, helping you build workflows quickly and correctly.
  • Intuitive Question and Answer: Have questions while building? Workflow AI answers specific or general queries on workflows, best practices, and settings.
  • Progressive Suggestions: The assistant provides “next step” recommendations, ensuring a smooth progression in your workflow creation.

Pro Tips

  • Clear & Export Chat: Clear previous conversations anytime with “Clear Chat” or save the chat history with “Export Chat” for easy reference.

FAQs

Q: Can Workflow AI handle complex workflows?

A: Yes, Workflow AI is designed to assist with both simple and multi-layered workflows, adapting to your workflow complexity.

Q: How can I keep a record of my chat with Workflow AI?

A: Use the “Export Chat” feature to save a copy of your conversation for easy reference.

Q: Is Workflow AI available for everyone?

A: Yes, as long as you have access to workflows, you can use Workflow AI’s features.

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