Workflow AI is an AI-powered assistant designed to help users build workflows from start to finish with ease. It serves as a supportive guide for creating, optimizing, and managing workflows. Users simply describe what they want to build, and the assistant provides a list of actions and triggers needed to achieve their goal, along with configuration guidance.

Key Features

The assistant no longer consumes AI credits for use. Features like Generate with AI for SMS, emails, and code can be used freely. The platform may apply fair usage limits with daily access resets after 24 hours to maintain performance.

Primary Capabilities

  1. Help with first-time workflow creation
  2. Break down and explain complex workflows
  3. Improve workflow efficiency with optimization tips
  4. Provide step-by-step guidance through setup
  5. Answer questions about workflows and actions
  6. Add specific actions like SMS reminders or contact tagging
  7. Suggest next steps for workflow development

How to Access

Located in the bottom left corner of the workflow builder, accessed via an AI icon that opens the chat interface.

Interaction Methods

Describe this Workflow button for analysis

Assist with Building button for suggestions

Standard text chat for general questions

Additional Functions

Export current conversations as records

Clear chat history to start fresh conversations