Picking a label
Give it a short list of labels, like booking, complaint, or general question. The step picks one for each incoming message and the flow branches on it.
Automating with AI
You don't have to build automations yourself
Working out a flow and building it takes time. Describe what should happen in plain language and it's ready. During a conversation, the same kind of step can tell what a message is about and route it the right way.
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How an automation gets built
From one sentence to a working draft
Four steps, in the builder you already use.
Assistant
Describe what should happen
Make a plan
You describe it
For example: send a thank-you with a link to our Google reviews once a job is finished.
The plan
After a finished job, a thank-you goes out with a link to your Google reviews.
Starts when
A job is reported as finished
- 1Wait 2 hours
- 2Send the thank-you template with the review link
- 3Replies land in the shared inbox
The plan appears
One sentence summarizing the automation, what starts it, and the steps in order. Not quite right yet? Adjust it before you go on.
The draft lands on the canvas
The same builder you'd use by hand, already filled in with the steps from the plan.
Preview
Thank-you with review link
Three steps are ready on the canvas. Nothing is saved yet and nothing is switched on.
Not filled in yet
The link to your Google page
ApplyRetryDiscard
You check it and turn it on
Review the draft, ask for changes if needed, then hit the same save button as for any other flow.
What it does
Automation you switch on yourself
You describe what should happen in your own words. Our AI turns that into a draft: a plan first, then a flow on the canvas once you confirm it. A separate step turns the plan into the actual steps and connections, so the result stays predictable.
That same kind of step can also run while a conversation is happening. It reads the incoming message and picks a label from a list you defined, or pulls data out of it for later in the flow. What happens with that choice is up to the flow you built and turned on yourself.
How it works
Four steps, one canvas
1
Describe it in your own words
Type what should happen in the panel next to the builder, the way you'd explain it to a colleague.
2
Confirm the plan
You see a summary, the trigger, and the steps. Something off? Adjust it before you continue.
3
Review the draft on the canvas
The flow shows up in the same builder you'd use by hand, not saved yet and not switched on.
4
Apply it and turn it on yourself
You press the same save button you'd use for a flow you built yourself. Nothing happens before that click.
During a conversation
Not every message goes the same way
This step reads the incoming message and decides where the flow goes next.
Pulling out data
An order number, a date, or a name: the step pulls these fields from the message and saves them as variables for later in the flow.
If it can't decide, because of a slow response or an unclear message, the flow continues down the fallback branch you chose. A conversation never gets stuck on an AI step.
Control
You stay in control
Nothing goes out that you didn't set up yourself for that flow. You see the draft beforehand, or check afterward why a conversation went the way it did.
Learn more
How it actually works
The documentation lists every kind of step, and what the AI step does when something goes wrong.
Questions
Frequently asked questions
Describe your first automation.
30 days free, no credit card required.
Prefer a hand getting started? We'll get you started
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