We are always looking for ways to enhance the efficiency and intuitiveness of our CRM – Wattman AI. That’s why we’re excited to introduce a brand-new feature within the Workflow Builder that promises to streamline your work and improve productivity – the AI-powered ‘Learn More’ help system.
This tool is designed to provide you with instant, contextual guidance whenever you’re adding or configuring triggers and actions in your workflows. Just click the blue ‘Learn More’ button in any trigger or action configuration panel. This opens up the Workflow AI Assistant, which offers detailed explanations, setup instructions, and applicable real-world use cases.
The best part? This feature is completely free and available for unlimited use. Plus, it’s interactively designed to answer any follow-up questions you might have, offering tailor-made responses that relate directly to the configuration you’re working on. And with its comprehensive coverage, no query is too complex for the AI Assistant.
To start using this feature:
- Navigate to Automation → Workflows and open any workflow
- Add or configure a trigger/action
- Click the “Learn More” button (blue bulb icon) in the top-right corner
- Review AI-generated guidance and ask custom questions in the Workflow AI Assistant
Why it Matters
By integrating direct, AI-powered support right into the Workflow Builder, Wattman AI makes learning and utilising the full potential of your CRM’s automation features faster and more intuitive than ever before.
