Picking a label
You give it a short list of possible labels, say booking, complaint, or general question. The step picks one from the incoming message and the flow branches on it.
Automating with AI
You don't have to build the automation yourself
Figuring out a flow and building it yourself takes time. Explain what should happen in plain language and it's ready to go. During a conversation, that same kind of step also recognizes what a message is about, and sends it the right way.
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How an automation gets built
From a sentence to a working concept
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 review once a job is finished.
The plan
After a finished job, a thank you goes out with the link to your Google review.
Starts when
A job is reported as finished
- 1Wait 2 hours after the report
- 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 concept 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
You look over the concept, ask for a change if you want one, then press the same save button you'd use for a flow you built yourself.
What it does
Automation you switch on yourself
You describe what should happen in your own words. Our AI turns that into a concept: 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
Look over the concept 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.
Mid 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 fixed fields from the message and stores them as a variable for later in the flow.
When it doesn't work out, a slow response or an unclear message, the flow continues on the branch you assigned for that. There's no point where a conversation 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 concept beforehand, or read back afterward why a conversation went a certain way.
Learn more
How it actually works
Which node types exist, how a plan gets compiled into a flow, and how the AI step behaves on a failure: it's all in the documentation.
Questions
Frequently asked questions
Describe your first automation.
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