> ## 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.

# Workflow Assistant

> Use the AI-powered chatbot to build, edit, and understand your automations

# 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.

<Note>
  The Workflow Assistant is available directly in the automation canvas toolbar. Click the **AI Assistant** button to open it.
</Note>

***

## Modes

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

### 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]
```

### 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"

<Warning>
  You cannot modify the workflow in Assistant Mode. If you need to make changes, switch to Creation Mode.
</Warning>

***

## 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. You can switch modes at any point during a session — the previous conversation is preserved and resumes the next time you open that mode.

***

## Rich Responses

Replies from the assistant are rendered as **markdown**, so formatted output renders naturally inside the chat panel:

* **Bold** and *italic* emphasis
* Inline `code` and fenced code blocks for component configs
* Bulleted and numbered lists for step-by-step instructions
* Tables when the assistant compares options (e.g., trigger choices)
* Links to relevant docs when the assistant suggests reading further

<Tip>
  If you want a long explanation copied into a doc or ticket, copy directly from the chat — the markdown source is preserved so it pastes cleanly into Notion, GitHub, Linear, and similar tools.
</Tip>

***

## Chat History

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

### 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

### 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

***

## Tips

<Accordion title="Be specific about what you want">
  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.
</Accordion>

<Accordion title="Build incrementally">
  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.
</Accordion>

<Accordion title="Use Assistant Mode before editing">
  If you're working with an unfamiliar workflow, switch to Assistant Mode first to understand the flow before making changes in Creation Mode.
</Accordion>

<Accordion title="Review suggestions before accepting">
  The assistant may suggest multiple component options when your request is ambiguous. Review the descriptions to pick the best fit for your use case.
</Accordion>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Getting Started" icon="play" href="/agent-studio/automations/getting-started">
    Build your first automation
  </Card>

  <Card title="Action Components" icon="paper-plane" href="/agent-studio/automations/actions">
    See all available actions
  </Card>
</CardGroup>