Automations are fully automated workflows designed to save you time and help you engage with your contacts at exactly the right moment. With Active Intelligence, building these automations is now faster and easier than ever.
In this video, we'll show you how to use Active Intelligence to create sophisticated customer journeys just by describing what you want in plain language. We'll start by reviewing our business goals and letting AI recommend and build a workflow for us.
We will explore two ways to build: using the context-aware recommendations inside the Business Goals dashboard and using the dedicated Active Intelligence workspace with prompt cards. You will see how to customize email content, adjust wait steps, and refine the workflow using simple conversational prompts.
In this video, you will learn:
- How to let Active Intelligence recommend automations based on your specific business goals.
- How to use the Active Intelligence workspace and prompt cards to generate common workflows like welcome series.
- How to customize subject lines, images, and call-to-actions within the AI-generated workflow.
- How to refine your automation structure (like adding wait steps or removing emails) using the AI sidebar.
- How to activate your automation to start engaging contacts immediately.