Automation AI Assistant
Automation AI is your AI-powered assistant that helps you build automations from start to finish with ease. Think of it as a helpful guide that supports you as you create, optimize, and manage automations for your childcare center. Whether you're creating new automations or refining existing ones, Automation AI provides step-by-step guidance, suggests the right actions for your needs, and offers insights on how to optimize your automations.
Simply type what you want to build, and Automation AI will give you a list of actions and triggers to add, plus show you how to configure them.
Table of Contents
- What Can Automation AI Do?
- How To Use Automation AI
- Learn More About Automations
- How to Clear & Start New Chat
- How to Export the Current Chat
- How to Analyze Your Entire Automation
- How to Build Automations with AI
- Frequently Asked Questions
What Can Automation AI Do?
Help You With Your First Automation
New to automations? Just mention what you want to achieve and Automation AI will give you the actions and triggers you need to add, then help you configure them. The AI Assistant can also explain what automations are and how to use them in your childcare center.
Break Down Your Automation
Not sure about a specific part of your automation? Just ask. Automation AI can describe what's happening, making complex automations easier to understand.
Make Your Automations More Efficient
Automation AI can scan your automation for potential improvements. It offers tips on how to streamline processes and suggests what actions you can add to achieve better results.
Step-by-Step Guidance
Need help setting up an automation? Automation AI guides you through the process, explaining each step so you can feel confident in what you're building for your families.
Answer Questions
Got questions while working on an automation? Ask Automation AI for help with any doubts or queries—whether it's about specific actions or general best practices for childcare communications.
Add Actions to Your Automation
It can help you add specific actions—like sending a tour reminder text, waiting for enrollment confirmation, updating a waitlist status, or tagging families based on their activity.
Suggest Next Steps
Not sure what to do next? Automation AI provides suggestions for the next steps you should take, helping you move forward with confidence.
How To Use Automation AI
When you open the automation builder, you'll find Automation AI in the bottom left corner.
[SCREENSHOT: Automation builder interface showing the AI icon in bottom left corner]Click the AI icon to open the chat box. There are 3 ways to chat with Automation AI:
- Analyze Automation: Click the "Describe this Automation" button to have Automation AI analyze your automation.
- Help Building: Click the "Assist with Building" button to get suggestions from Automation AI.
- Standard Chat: Start typing in the text box and ask anything.
Learn More About Automations
Automation AI isn't only for helping you build an automation or analyzing your current automation structure. You can also learn anything you need to know about automations by chatting with Automation AI.
If you need to learn more about different actions or triggers, or if you don't even know what an action or a trigger is, simply ask Automation AI.
For Example: In the screenshot below, we asked Automation AI "What is a trigger" and received a detailed explanation of what a trigger is with examples of different automation triggers.
[SCREENSHOT: Chat showing question "What is a trigger" and detailed AI response with examples]How to Clear & Start New Chat
If you need to start a new chat with Automation AI, click the "Clear Chat" button in the top right corner of the chat box.
After clicking "Clear Chat", your previous chat will disappear and you'll be brought back to the first step where you can choose what you'd like Automation AI to do.
[SCREENSHOT: Clear Chat button location in top right of AI chat interface]How to Export the Current Chat
If you'd like to export your current chat and keep a record of the conversation, simply click the "Export Chat" button to download a copy of the entire conversation.
How to Analyze Your Entire Automation
If you want Automation AI to analyze your automation and describe it to you or your team, click the "Describe This Automation" button.
Automation AI will give you a detailed overview of your automation from start to finish, including details about different steps in the automation.
This can be incredibly useful when:
- You forget why you built an automation
- You have new staff members learning your processes
- You want to understand how parent communications are automated
- You need to explain your enrollment follow-up process to your team
How to Build Automations with AI
If you're having trouble building your automation, or you want help from AI to build the best possible automation for your situation, you can use Automation AI to get this done fast and easy.
Step 1: Ask Automation AI for Help
To start building your automation with AI, just start typing in the chat box and ask for help building your automation.
Mention the use case you want to achieve and Automation AI will share detailed explanations of the actions and triggers that are best to add for your use case, plus give you step-by-step instructions to follow to configure the desired automation.
[SCREENSHOT: Chat box with example request like "I want to send a reminder text 24 hours before a scheduled tour"]Step 2: Choose from Provided Suggestions
Once you start receiving suggestions from Automation AI, you'll be able to pick the best option from the suggestions provided.
[SCREENSHOT: List of suggested actions from Automation AI]Step 3: Add Trigger or Action to Automation
To add the suggested action or trigger to your automation, simply select the place where you want it to be added. The action will be added and the sidebar will open for configuring that specific action.
[SCREENSHOT: Automation builder showing where to click to add suggested action, with sidebar open for configuration]Example: Below is an example where the user asked Automation AI to configure a wait step where the family should pass through when they have opened an email.
[SCREENSHOT: Configuration guidance from AI for a wait step based on email open]Step 4: Next Steps for Automation
While you're chatting with Automation AI, it will give you suggested questions to ask that will help you build next steps in your automation, or help you better understand the process being implemented.
You can see in the screenshot below that Automation AI has given us 4 different follow-up questions to ask.
[SCREENSHOT: Four suggested follow-up questions displayed in the chat interface]Step 5: Rating Automation AI's Answers (Optional)
As you continue your conversation with Automation AI, you can select if you liked what the AI answered, or tell us if you were not satisfied with the answer.
This gives us better insights on where the AI needs to be trained and updated so we can provide you with the best possible Automation AI experience.
[SCREENSHOT: Thumbs up/down rating buttons below an AI response]Frequently Asked Questions
Why should I use Automation AI?
Automation AI makes building and optimizing automations much faster and easier. It takes out the guesswork by offering real-time suggestions and making sure your automations are efficient and error-free. This means you can spend less time on setup and more time running your childcare center.
Can Automation AI handle complex automations?
Absolutely! Automation AI is designed to help with both simple and complex automations. Whether it's a one-step process or a multi-layered automation for enrollment follow-ups and parent communications, it's got your back.
How do I add an action in my automation?
Automation AI will suggest actions based on what you're trying to achieve. Simply click on the suggested action, select where you want it added in your automation, and configure it with AI's guidance.