Workflow AI in Gold Star Pro is a smart assistant designed to help you build and optimize workflows with ease. Whether you’re setting up a workflow from scratch or refining existing processes, Workflow AI offers step-by-step guidance, suggests optimal actions, and provides insights for efficiency. Simply describe your desired outcome, and Workflow AI will provide a list of actions and triggers to achieve it, along with configuration details.

Key Features of Workflow AI

1. Guidance for New Workflows

• If you’re new to workflows, Workflow AI can help you get started effortlessly. Just mention what you want to achieve, and Workflow AI will recommend relevant actions and triggers.

• The assistant also provides foundational knowledge about workflows, explaining core concepts and their applications.

2. Workflow Breakdown Assistance

• Unsure about a specific part of your workflow? Workflow AI can clarify each section, helping you understand complex steps and gain confidence in your workflow’s structure.

3. Optimization Recommendations

• Workflow AI scans your workflow for possible enhancements, offering suggestions to streamline processes or add steps for improved functionality.

4. Step-by-Step Workflow Setup

• For building a workflow, Workflow AI guides you through each step, explaining actions to ensure you understand how each element contributes to the final product.

5. In-Workflow Support for Queries

• Stuck on an action or best practice? Ask Workflow AI for advice on any part of your workflow, from specific actions to general questions.

6. Direct Action Suggestions

• Workflow AI can add actions such as sending reminders, updating statuses, or tagging contacts based on activity, making it easier to include specific functionalities in your workflow.

7. Next Steps Suggestions

• When you’re uncertain about the next step, Workflow AI provides recommendations, guiding you smoothly to the next part of your workflow setup.

Getting Started with Workflow AI in Gold Star Pro

1. Locate the Workflow AI Assistant

   • In the workflow builder, find the Workflow AI icon in the bottom left corner of the screen.

     

1. Initiate a Conversation

   • Click the AI icon to open the chat box. Choose from available prompt cards or simply type your question in the chat box to start.

   • Options like "Suggestions" or "Add Actions" allow you to kick off the conversation directly.

     

2. Using Workflow AI’s Daily Credits

   • You receive 30 free credits daily, each one representing a single question or action request in the AI chat. Credits reset every day.

     

3. Clear and Export Chats

   • Reset your chat any time with the "Clear Chat" option in the top right, or download a transcript by selecting "Export Chat."

     

4. Configuring Actions with Workflow AI

   • Specify your use case, and Workflow AI will recommend actions and triggers, complete with configuration steps.

   • Add actions by clicking the "+" icon next to suggestions, where workflow elements blink to indicate placement options. Select a spot in your workflow to add the action and open the sidebar for configuration.

     

5. Real-Time Configuration Assistance

   • For specific setups, like waiting for a contact to open an email, Workflow AI walks you through each action, ensuring accurate implementation.

     
     
     

6. Receive Suggestion Prompts for Follow-Up Questions

   • Workflow AI suggests additional questions to help guide you further in your workflow creation journey.

     

FAQ: Workflow AI in Gold Star Pro

• How to get unlimited access?
  To unlock unlimited Workflow AI, upgrade to the "AI Employee" subscription for unrestricted support.

• Why use Workflow AI?
  Workflow AI simplifies workflow building by providing suggestions, reducing errors, and enhancing efficiency.

• How does the daily credit system work?
  Each day, you receive 30 credits, with one credit spent per action or question in Workflow AI.

• Can Workflow AI manage complex workflows?
  Yes, Workflow AI can support both simple and advanced workflows, from single-step to multi-layered processes.

• How do I add actions to my workflow?
  Workflow AI suggests relevant actions for your goals. Simply click the "+" button next to the suggestion to add it.

• Is it possible to keep a chat record?
  Yes, use the Export Chat feature to save conversations for future reference.

With Workflow AI in Gold Star Pro, building, refining, and managing workflows is more straightforward and efficient, letting you focus on achieving your goals seamlessly.