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December 2, 2024 12 mins

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Workflow AI Assistant : HighLevel Support Portal"

Main Themes:

  • AI-Powered Workflow Assistance: HighLevel introduces a new feature, Workflow AI, designed to simplify and optimize workflow creation, management, and understanding.
  • User-Friendly Interface: The AI assistant is integrated into the workflow builder, offering multiple interaction methods including chat, workflow analysis, and building assistance.
  • Accessibility and Pricing: All users with workflow access can utilize Workflow AI, receiving 30 free interaction credits daily. Unlimited access is available through the "AI Employee" subscription.

Most Important Ideas/Facts:

  1. Workflow AI Capabilities:
  • Guides users in building workflows from scratch, suggesting relevant actions and triggers.
  • Explains complex workflows, breaking down individual components for better comprehension.
  • Identifies potential improvements to enhance workflow efficiency and streamline processes.
  • Provides step-by-step guidance, ensuring users confidently navigate the workflow building process.
  • Answers user questions regarding specific actions, best practices, and workflow functionality.
  • Suggests next steps to keep users progressing effectively in their workflow development.
  1. How to Use Workflow AI:
  • Access: Located in the bottom left corner of the workflow builder.
  • Interaction Modes:"Describe This Workflow" button analyzes the existing workflow.
  • "Assist with Building" button provides AI-powered building suggestions.
  • Standard chat allows users to ask questions directly.
  • Credit System: 30 free credits per day per sub-account, replenished daily. Each question or action suggestion consumes one credit.
  1. Benefits of Workflow AI:
  • Enhanced Workflow Creation: "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."
  • Improved Workflow Understanding: Offers valuable insights for both new and experienced team members, facilitating training and knowledge sharing.
  • Workflow Documentation: Provides detailed overviews of workflows, beneficial for internal documentation, client explanations, and snapshot presentations.

Key Quotes:

  • "Workflow AI is an AI-powered assistant which will help you build workflows from scratch to finish with ease."
  • "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."
  • "J ust 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!"
  • "To get unlimited access to Workflow AI you will have to get an 'AI Employee' Subscription."

Overall Conclusion:

HighLevel's Workflow AI emerges as a powerful tool capable of transforming the way users create, manage, and understand workflows. By leveraging AI

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