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Ask AI is your in-platform AI assistant that helps you build, configure, and troubleshoot — all through natural language conversation.

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What Ask AI can do

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Accessing Ask AI

Ask AI is available throughout the platform:
  1. Bottom-right corner — click the AI chat icon that appears on most pages
  2. Workflow builder — click the AI wand icon to generate workflows
  3. Email/page builder — use the AI content tools to generate copy
  4. Command bar — use the keyboard shortcut to open Ask AI from anywhere

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Example prompts

  • “Create a 3-step funnel with a landing page, thank you page, and booking page”
  • “Build a workflow that sends a review request 3 days after an appointment”
  • “Set up a round-robin calendar for my sales team”

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Tips for better results

Instead of “make me a funnel,” say “create a lead capture funnel for a real estate agent with a home valuation form, testimonials section, and a thank you page that redirects to my calendar.”
Tell the AI your industry, target audience, and goals. This helps it generate more relevant content and configurations.
If the first result is not perfect, refine your request: “Make the headline shorter” or “Add an SMS step after the email.”
The conversation is contextual — you can ask “now add a payment step” and the AI remembers what you were building.

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Limitations

  • Ask AI generates suggestions and drafts — always review before publishing
  • It cannot access your specific contact data or read your conversation history
  • Complex multi-step configurations may need manual adjustment after AI generation
  • AI-generated content should be reviewed for brand voice and accuracy
  • Some advanced features (API configuration, custom code) require manual setup
Ask AI uses AI credits. Monitor your usage in Settings → Billing → Usage.
Last modified on March 6, 2026