AI Assistant Enhances Workflow Creation and Optimization

What is Workflow AI?

Workflow AI is an AI-powered assistant designed to help you build workflows from start to finish with ease. It provides step-by-step guidance, suggests the right actions for the task, and offers insights on optimizing your workflow. Simply type what you want to build and Workflow AI will give you a list of actions and triggers needed to arrange and configure them.

What can Workflow AI do?

  • Assist with your first workflow: If you’re new to workflows, mention what you want to achieve and Workflow AI will recommend the actions and triggers to add, and how to configure them.
  • Break Down Your Workflow: Workflow AI can describe what’s happening in a specific part of your workflow, making complex workflows easier to understand.
  • Improve Workflow Efficiency: Workflow AI scans your workflow for potential enhancements, offering tips on streamlining processes and suggesting actions to add.
  • Provide Step-by-Step Guidance: Workflow AI provides instructions for setting up a workflow, explaining each step so you feel confident in your creation.
  • Answer Questions: Workflow AI can respond to any questions or doubts about specific actions or general best practices.
  • Add Actions to Your Workflow: Workflow AI can help add specific actions like sending an SMS reminder, waiting for confirmation, updating appointment status, or tagging contacts based on activity.
  • Suggest Next Steps: Workflow AI recommends what you should do next, providing confidence to move forward.

How to get started with Workflow AI?

When you open the builder, you’ll find Workflow AI in the bottom left corner. Click on the AI icon to open the chat box. You can either choose cards to start the conversation or type in a prompt. You can also click on “Suggestions” or “Add Actions” to jumpstart the conversation. Every day, you’ll get 30 credits to ask the bot a question. And, you can clear the chat anytime and start afresh, or export the chat for future reference.

Workflow AI will explain any information you need clarity on, provide you with a detailed explanation of the actions and triggers that need to be added, and help with configuring the workflow. It can also guide you through the implementation of the end goal. As you chat with Workflow AI, it will suggest what questions can be asked next, and you can provide feedback to improve the system.

FAQs

Q. How to get unlimited Workflow AI?

A. To get unlimited access to Workflow AI, you’ll need 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 ensuring 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. For more credits, purchase 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.

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