Artificial Intelligence · 1 min read
Trigger a Workflow from AI Conversations
Conversation AI can start a workflow when it detects something in a chat. For example, it can start a quote workflow when a contact asks for a price.
Set it up
- Create the workflow first in Automation > Workflows.
- Go to AI Agents > Conversation AI and open the agent.
- Open the Bot Goals tab.
- Add the Trigger a Workflow action.
- Describe when to trigger it, such as "When the contact asks for a quote."
- Choose the workflow.
- Save and test.
Tips
- Make trigger descriptions specific.
- Add a tag in the workflow so you can see which contacts it ran for.
- Test with several wordings of the same request.