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.



TABLE OF CONTENTS




What Can Workflow AI Do?

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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 Use Workflow AI

When you open the builder you can find the Workflow AI on the bottom left corner of the builder. After clicking the AI icon, the chat box will open.


There are 3 ways you can chat with Workflow AI:


  1. Analyze Workflow: Click the "Describe this Workflow" button to have Workflow AI analyze your workflow.
  2. Help Building: Click the "Assist with Building" button to get suggestions for your workflow from Workflow AI.
  3. Standard Chat: Start typing in the text box and ask it anything.



PLEASE NOTE: All locations (sub accounts) receive 30 free credits per day!

One credit is equal to one question asked to the AI. You can see how many free credits you have left directly underneath the text box. Your 30 free credits will reset every day.



Learn More About Workflows

Workflow AI isn't only for helping you build a workflow or analyzing your current workflow structure! You can also learn anything you need to know about workflows by chatting with Workflow AI. If you need to learn more about different actions or triggers, or if you don't even know what an action or a trigger is, you can simply ask Workflow AI.


For Example: In the screenshot below, we asked Workflow AI "What is a trigger" and the answer we received was a detailed explanation what a trigger is with some examples of different workflow triggers.




How to Clear & Start New Chat

If you need to start a new chat with Workflow AI, all you need to do is click the "Clear Chat" button in the top right corner of the Workflow AI chat box. After clicking "Clear Chat", your previous chat will go away and you will be brought back to the first step where you can choose what you'd like Workflow AI to do.




How to Export the Current Chat

If you'd like to export your current chat and keep a record of the conversation, you can simply click the "Export Chat" button to download a copy of the entire conversation.


IMPORTANT: Exporting chat will ONLY export a copy of the current conversation. This will not export any previous conversations you may have had with Workflow AI.





How to Analyze Your Entire Workflow

If you want Workflow AI to analyze your workflow and describe the workflow to you or your team, all you need to do is click the "Describe This Workflow" button.


Workflow AI will give you a detailed overview of your workflow from start to finish, including some details about different steps in the workflow.


This can be incredibly useful in the following situations:

  1. You forget why you built a workflow.

  2. You have new team members that are learning your processes.

  3. When customers want to learn more about a workflow in your snapshot.

  4. and dozens of other situations where learning more about a given workflow will help streamline the education process!




How to Build Workflows with AI

If you are having trouble building your workflow, or you just want help from AI to build the best possible workflow for your situation, you can use Workflow AI to get this done fast and easy!


Step 1: Ask Workflow AI for Help

To start building your workflow with AI all you need to do is start typing in the chat box and ask for help building your workflow.


Just mention the use case you want to achieve and Workflow AI will share detailed explanations of the actions and triggers that are best to add for your use case, and give you step-by-step instructions to follow to configure the desired workflow!




Step 2: Choose from Provided Suggestions

Once you start receiving suggestions from Workflow AI, you'll be able to pick the best option from the suggestions provided.




Step 3: Add Trigger or Action to Workflow

To add the suggested action or trigger to your workflow, simply select the place where you want it to be added. The action will be added and the sidebar will be opened for configuring that specific action.




DID YOU KNOW?

Workflow AI will also help you configure the triggers and actions you're adding the workflow! Just tell Workflow AI your end goal and it will guide you through the implementation!

Below is an example where the user asked Workflow AI to configure a wait step where the contact should pass through when they have opened an email.



Step 4: Next Steps for Workflow

While you're chatting with Workflow AI, it will even give you suggested questions to ask that will help you build next steps in your workflow, or so you can better understand the process that is being implemented!


You can see in the screenshot below that Workflow AI has given us 4 different follow-up questions to ask!




Step 5: Rating Workflow AI's Answers (Optional)

As you continue your conversation with Workflow AI, you can select if you liked what the AI has answered, or tell us if you were not satisfied with the answer. This will give us better insights on where the AI needs to be trained and updated so we can provide you with the best possible Workflow AI possible!




Frequently Asked Questions


Q. How to get unlimited Workflow AI?

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


Q. Why should I use Workflow AI?

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?

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?

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?

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?

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?

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