This support article describes Scalendo's redesigned Workflows landing page for new users, featuring an AI-powered onboarding experience tailored to business niches.
Users can input plain English descriptions of desired automations. For example, one can type When form is submitted, send SMS to lead... and the system generates the workflow automatically. Quick-start suggestions like Lead Nurturing and Email Campaigns are provided.
During onboarding, users select their industry (Education, Health, Finance, Real Estate, etc.). The platform then displays relevant templates and examples matching that business sector.
The landing page includes embedded tutorial videos covering:
Introduction to Workflows
Workflow Templates
Building from Scratch
Settings, Enrollment History, and Execution Logs
Users can now drag triggers and actions from the sidebar directly onto the workflow canvas, with visual placeholders indicating drop targets.
When agencies enable AI Builder in Settings > Labs, it automatically becomes available across all sub-accounts without individual setup requirements.
AI Builder must be enabled in Settings > Labs to access this experience
Changes require explicit saving; unsaved actions won't persist
Admins can disable AI Builder for specific sub-accounts if preferred