We’re taking our in-product AI assistance to the next level.

You’ve already seen AI support inside the workflow builder through the “Learn More” capability on actions and triggers.

Now we’re extending that same idea down to the individual field level—starting with smart, contextual, AI-powered tooltips that help you understand exactly what a setting does while you’re building.

This is a big step toward a workflow builder that explains itself.

✅ What’s New: AI-Powered Field Tooltips

Fields inside your workflow actions now have smarter tooltips.

When you hover over the info icon next to a field, you’ll see a quick description of what that field does.

But the real upgrade is what happens next.

Inside that tooltip, there is now an “Explain Field” call-to-action.

When you click Explain Field:

✅ The AI assistant opens instantly
✅ You get a detailed, conversational explanation of that specific field
✅ You can ask follow-up questions right away
✅ You can clarify doubts without leaving the workflow builder

In other words, instead of wondering “What does this setting do?” you can get a clear answer in the moment—while you’re building.

No tab switching.
No searching docs.
No guessing.

🧪 Currently in Experiment

Right now, this feature is live on two fields located in Advanced Settings within:

✅ Manual SMS action
✅ Manual Call action

This is the first test group.

If the results look strong—usage, engagement, reduced confusion—we’ll expand from there.

🔜 What’s Next

If this experiment performs the way we expect, we’ll roll AI-powered tooltips out to:

✅ More fields
✅ More actions
✅ More triggers
✅ Eventually, the entire workflow builder

The end goal is simple:

A workflow builder that is fully self-explanatory, dramatically reducing the learning curve—especially for newer users.

💡 Why This Matters

This bridges the gap between:

“I see this field”
and
“I understand this field.”

Today, a lot of workflow friction comes from small moments of uncertainty:

• “Is this setting required?”

• “What happens if I toggle this?”

• “Will this change how my workflow runs?”

• “Is this the right option for my use case?”

Historically, users had three choices:

1. Guess

2. Leave the builder to search docs

3. Ask support

None of those are ideal—especially when you’re trying to build fast.

With AI-powered field tooltips, you get instant clarity right where the confusion happens.

And paired with existing AI support like Learn More on actions and triggers, this moves us closer to a workflow builder where:

✅ every element explains itself
✅ users stay in flow
✅ setup becomes faster and more confident
✅ new users ramp up quicker

🎯 Final Thought

This update isn’t just a “nice-to-have.”

It’s a foundational shift toward making workflow automation easier to learn, easier to build, and easier to trust—because the system helps you understand what you’re doing in real time.

As we expand this to more fields, the builder becomes less of a technical tool and more of a guided system—one that teaches while you build.

If you’re working in workflows today, keep an eye out for the Explain Field option in tooltips. It’s the beginning of a much smarter setup experience inside Agent CRM.