Workflow AI Assistant

Created by PX Marketing, Modified on Tue, 19 Aug at 4:59 PM by PX Marketing

Overview

Building and managing workflows doesn’t have to be overwhelming. With the Workflow AI Assistant, you get a built-in guide that simplifies setup, suggests actions, and helps optimize your workflows for maximum efficiency. Whether you’re creating your first workflow or refining a complex one, Workflow AI is here to support you every step of the way.

How to Use Workflow AI

1. Access Workflow AI

Go to Automation > Workflows.
Open an existing workflow or create a new one.
In the Workflow Builder, click the Workflow AI icon at the bottom-left corner to open the AI chat box.

2. Start Interacting

Choose from several options:

Analyze Workflow – Click Describe this Workflow to get an overview of your current setup.
Assist with Building – Click Assist with Building to get suggested actions and triggers.
Ask Questions – Type directly into the chat box to ask about workflows, best practices, or settings.

3. Build Your Workflow with AI Guidance

Tell Workflow AI your goal (e.g., “I want to send SMS reminders”).
Workflow AI will recommend relevant actions and triggers like Send SMS, Set Reminder, or Update Status.
Each recommendation includes an explanation of why it’s important and where it fits in your workflow.

4. Configure Suggested Actions

Click the “+” button next to any suggestion to add it directly to your workflow.
The sidebar will automatically open, allowing you to customize message content, timing, or recipient filters.

5. Review Insights & Adjustments

Workflow AI doesn’t just build—it optimizes.
It highlights areas for improvement (e.g., unnecessary delays, missing follow-ups).
For complex workflows, AI breaks down sections into smaller pieces so you can better understand and adjust them.

6. Monitor with AI Recommendations

Workflow AI continues to help after setup.
It suggests next steps, such as adding a follow-up email after an SMS reminder.
These progressive tips keep your workflows running smoothly and efficiently.

Additional Features

Clear Chat – Start fresh by clicking Clear Chat.
Export Chat – Save your Workflow AI conversation to review later.
Daily Credits – Each location (sub-account) receives 30 free daily credits. One credit = one question. Credits reset every 24 hours.

Key Features and Benefits

Guided Workflow Creation – Perfect for both new and advanced users.
Optimization Tips – AI scans workflows and suggests improvements.
Action Recommendations – AI suggests the right triggers and actions for your goals.
Real-Time Q&A – Ask questions and get instant answers.
Progressive Guidance – AI suggests logical next steps for building effective workflows.

Pro Tips

Use Clear Chat to reset when starting a new workflow.
Use Export Chat to keep a record of your instructions and recommendations.

FAQs

Q: Can Workflow AI handle complex workflows?
A: Yes. It adapts to both simple automations and multi-step, layered workflows.

Q: How do I keep a record of my AI chat?
A: Click Export Chat to download your conversation for future reference.

Q: Is Workflow AI available to everyone?
A: Yes. Anyone with workflow access can use Workflow AI.