How to Use Workflow AI Assistant in Sparkforge

Workflow AI is the AI assistant inside the Sparkforge automation builder. It suggests the right triggers and actions for what you're trying to build, explains existing workflows step by step, and helps configure each block.

Workflow AI no longer consumes AI credits. Generate-with-AI features (SMS, emails, code, etc.) run without credit tracking. A daily fair-use cap applies; access resets after 24 hours if you hit it.

What Workflow AI does

• First-workflow help — describe what you want and get the trigger and action list, plus configuration steps.
• Workflow breakdowns — ask about any part of an existing workflow and get a plain-language explanation.
• Optimization tips — scans for inefficiencies and suggests improvements.
• Step-by-step guidance — walks you through setup with confidence.
• Q&A — answers questions about specific actions, triggers, or general best practices.
• Action insertion — adds suggested actions like SMS reminders, wait steps, status updates, or contact tagging directly into your workflow.
• Next-step suggestions — recommends what to add next based on the current build.

How to open Workflow AI

Open the workflow builder. Click the AI icon in the bottom-left corner. The chat box opens with three entry points:

1. Analyze Workflow — click Describe this Workflow for a step-by-step rundown.
2. Help Building — click Assist with Building for live suggestions.
3. Standard Chat — type any question.

Use Workflow AI to learn workflows

Ask it concept questions like "What is a trigger?" — it returns a definition and examples drawn from real Sparkforge triggers.

Clear chat or export it

• Clear Chat — top-right of the chat box. Resets to the entry-point view; previous chat is discarded.
• Export Chat — downloads the current conversation only. Past sessions are not exported.

Analyze an entire workflow

Click Describe This Workflow. You get a start-to-finish overview with details on each step. Useful when:

• You forgot why you built the workflow.
• New team members are learning your processes.
• Customers want to understand a snapshot workflow.

Build a workflow with AI

1. Ask for help. Type the use case in the chat box. Workflow AI returns triggers, actions, and step-by-step configuration.
2. Pick from suggestions. Choose the option that fits your scenario.
3. Insert the trigger or action. Click where you want it in the workflow. The block lands and the configuration sidebar opens.
4. Get configuration help. Tell Workflow AI the end goal and it walks you through each setting — for example, configuring a wait step that activates when a contact opens an email.
5. Use the suggested follow-ups. Workflow AI offers next-step questions to keep the build moving.
6. Rate the answers. Thumbs up or down feeds training data for future improvements.