Use Learn More Using AI in the Sparkforge Workflow Builder

Learn More Using AI is a contextual help panel built into the Sparkforge Workflow Builder. Click the button on any trigger or action and the Workflow AI Assistant opens with setup steps, validation rules, and real examples for that exact element.

What it does

• Inline answers, no documentation tab-switching.
• Step-by-step setup guidance for the trigger or action you are configuring.
• Validation tips and constraint explanations.
• A chat box for follow-up questions.

Where to find the Learn More button

A blue Learn More button with a lightbulb icon appears in the top-right corner of every trigger and action configuration panel. One click opens the Workflow AI Assistant sidebar.

Use Learn More Using AI

1. From the left menu, click Automation > Workflows.
2. Click + Create Workflow and start from a recipe, template, or scratch.
3. Click + Add New Trigger (or open any existing trigger or action).
4. Pick a trigger type. The example here uses Contact Tag, but every standard trigger and action shows the button.
5. Click the blue Learn More button in the upper-right corner of the configuration panel.
6. The Workflow AI Assistant opens on the side with explanations, configuration guidance, and example use cases.
7. Type follow-up questions in the chat box for personalized answers.

Notes

• Learn More Using AI works for standard triggers and actions. Marketplace triggers and actions are not supported.
• The feature is included for all Sparkforge users at no extra cost.