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Documentation Index

Fetch the complete documentation index at: https://help.statisfy.com/llms.txt

Use this file to discover all available pages before exploring further.

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Workflow Assistant

The Workflow Assistant is an AI-powered chatbot embedded in the automation builder. It helps you create workflows through natural conversation, understand existing flows, and make changes without manually configuring each component.
The Workflow Assistant is available directly in the automation canvas toolbar. Click the AI Assistant button to open it.

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Modes

The assistant operates in two modes, each designed for a different task.

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Creation Mode

Use Creation Mode to build and modify workflows through conversation. What you can do:
  • Describe what you want to build in plain language
  • Add, remove, and reconfigure components
  • Set parameters and connections between nodes
  • Iterate on your workflow step by step
Example conversation: 
You: I want to build a workflow that monitors account health
     and sends a Slack alert when it drops below 50.

AI:  I'll help you build that. Let's start with the trigger.
     I'll add an Account Segment trigger that monitors health
     score changes.
     [Adds AccountSegmentV2 to the canvas]

You: Now add a condition to check if health is below 50.

AI:  I've added an If-Else component connected to the trigger.
     It checks if @health_score is less than 50.
     [Adds IfElseV2 with condition configured]

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Assistant Mode

Use Assistant Mode to understand an existing workflow without modifying it. This is read-only. What you can do:
  • Ask what the workflow does
  • Get explanations of individual components
  • Understand how data flows between nodes
  • Ask about the trigger logic and conditions
Example questions:
  • “What does this workflow do?”
  • “How is the email body configured?”
  • “What triggers this automation?”
  • “Explain the condition on the if-else node”
You cannot modify the workflow in Assistant Mode. If you need to make changes, switch to Creation Mode.

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Switching Modes

The chatbot provides two tabs at the top of the chat panel:
  • Create (or Edit if the canvas already has nodes) for building and modifying
  • Ask for understanding and exploring
Each mode maintains its own separate conversation history.

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Chat History

The assistant remembers your recent conversations so you can pick up where you left off.

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How It Works

  • History is saved per user and per flow — you only see your own conversations for the current automation
  • The 3 most recent conversations are shown when the chat is empty
  • Click a conversation to expand and see the message history
  • Creation and Assistant mode histories are kept separate

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Viewing History

When you open the chatbot with no active conversation, your recent sessions appear at the top:
  1. Session title — taken from your first message
  2. Timestamp — how long ago the conversation happened
  3. Message preview — expand to see the full exchange

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Tips

Instead of “add a component”, say “add a Slack notification that sends to #customer-alerts when health drops below 50”. The more context you give, the better the result.
Start with the trigger, then add one component at a time. This gives the assistant context about what you’ve already built so it can suggest the right next step.
If you’re working with an unfamiliar workflow, switch to Assistant Mode first to understand the flow before making changes in Creation Mode.
The assistant may suggest multiple component options when your request is ambiguous. Review the descriptions to pick the best fit for your use case.

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Next Steps

Getting Started

Build your first automation

Action Components

See all available actions