# What are AI-Powered Field Tooltips in Workflows?

> AI-Powered Field Tooltips bring smart, contextual help directly to individual fields inside the Workflow Builder. Instead of guessing what a setting…

- Source: https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/what-are-ai-powered-field-tooltips-in-workflows
- Section: Workflows / Getting Started w/ Workflows
- Reading time: 3 min
- Images: 6, each explained below

---
AI-Powered Field Tooltips bring smart, contextual help directly to individual fields inside the Workflow Builder. Instead of guessing what a setting does, you can hover an info icon to get a quick definition and open the AI assistant for a deeper, conversational explanation. This makes advanced configuration easier to understand and helps teams build workflows with more confidence and fewer mistakes.

---

## **What is AI-Powered Field Tooltips?**

AI-Powered Field Tooltips add AI-assisted explanations at the field level inside workflow actions. This matters most when you’re configuring advanced settings and want to understand exactly how a specific field impacts workflow behavior—without leaving the builder or searching the Knowledge Base. This feature is currently in experiment and is live on two fields inside Advanced Settings for:

-   Manual SMS action
-   Manual Call action

---

## **Key Benefits of AI-Powered Field Tooltips**

Field-level AI explanations reduce confusion during setup, especially in advanced settings where small configuration changes can affect timing, assignments, or workflow outcomes. These tooltips help you move faster while still understanding what each field does.

-   **Faster Setup:** Get immediate clarity on settings while building workflows—no tab switching.
-   **Fewer Mistakes:** Understand field impact before saving changes that could alter workflow behavior.
-   **Better Learning Curve:** New users can learn the builder as they go with contextual help.
-   **Deeper Explanations on Demand:** Use Explain Field to get a more detailed, conversational breakdown.
-   **Follow-Up Answers**: Ask questions in the AI assistant to confirm your understanding.

---

## **How To Setup AI-Powered Field Tooltips**

Proper setup starts with navigating to a supported workflow action and locating a field that includes the ℹ️ icon. Since the feature is experimental, the main “setup” is verifying you’re in the right area and using the tooltip and Explain Field flow correctly.

1.  Go to Automation → Workflows.
    
    
![Step 1 of 6: Go to Automation → Workflows](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066572328/original/jTu1BriMOC8vYRGkH19m1YTl8krK8Alleg.png)

**Step 1 of 6: Go to Automation → Workflows**

This screenshot accompanies step 1 of 6 in the "How To Setup AI-Powered Field Tooltips" section of "What are AI-Powered Field Tooltips in Workflows?". At this point in the walkthrough you go to Automation → Workflows. For context, this section explains: AI-Powered Field Tooltips bring smart, contextual help directly to individual fields inside the Workflow Builder. Instead of guessing what a setting does, you can hover an info icon to get a quick definition and open the AI assistant for a deeper, conversational explanation. This makes advanced…. This part of the guide covers 7 fields, listed below. The next step is to open an existing workflow (or create a new one).
- Where to go: Go to Automation → Workflows.
- Fields: Manual SMS action, Manual Call action, Workflow Builder: Learn More Using AI, Workflow AI Assistant, Workflow Action, Workflow Builder Walkthrough, Getting Started With Workflows
- Controls: Follow-Up Answers, How To Setup AI-Powered Field Tooltips, Frequently Asked Questions, Related Articles
- Next: Open an existing workflow (or create a new one).

Full procedure:

1. Go to Automation → Workflows.  <- this image
2. Open an existing workflow (or create a new one).
3. Add or select one of the supported actions: Manual SMS, or Manual Call
4. Open Advanced Settings in the action configuration panel.
5. Look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon to read the short tooltip description. Click Explain Field to open the AI assistant.
6. Ask follow-up questions (example.

    
2.  Open an existing workflow (or create a new one).
    
    
![Step 2 of 6: Open an existing workflow (or create a new one)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066572435/original/JemKtBk_xMdWskn6-7hKEzhtiJws6QwiJg.png)

**Step 2 of 6: Open an existing workflow (or create a new one)**

This screenshot accompanies step 2 of 6 in the "How To Setup AI-Powered Field Tooltips" section of "What are AI-Powered Field Tooltips in Workflows?". At this point in the walkthrough you open an existing workflow (or create a new one). This part of the guide covers 7 fields, listed below. The next step is to add or select one of the supported actions: Manual SMS, or Manual Call.
- Where to go: Open an existing workflow (or create a new one).
- Fields: Manual SMS action, Manual Call action, Workflow Builder: Learn More Using AI, Workflow AI Assistant, Workflow Action, Workflow Builder Walkthrough, Getting Started With Workflows
- Controls: Follow-Up Answers, How To Setup AI-Powered Field Tooltips, Frequently Asked Questions, Related Articles
- Next: Add or select one of the supported actions: Manual SMS, or Manual Call

Full procedure:

1. Go to Automation → Workflows.
2. Open an existing workflow (or create a new one).  <- this image
3. Add or select one of the supported actions: Manual SMS, or Manual Call
4. Open Advanced Settings in the action configuration panel.
5. Look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon to read the short tooltip description. Click Explain Field to open the AI assistant.
6. Ask follow-up questions (example.

    
3.  Add or select one of the supported actions: Manual SMS, or Manual Call
    
    
![Step 3 of 6: Add or select one of the supported actions: Manual SMS, or Manual Call](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066572198/original/KJqBhOSDQ5natFKJ5_1GIgo0hL_AJeS4NA.png)

**Step 3 of 6: Add or select one of the supported actions: Manual SMS, or Manual Call**

This screenshot accompanies step 3 of 6 in the "How To Setup AI-Powered Field Tooltips" section of "What are AI-Powered Field Tooltips in Workflows?". At this point in the walkthrough you add or select one of the supported actions: Manual SMS, or Manual Call. This part of the guide covers 7 fields, listed below. The next step is to open Advanced Settings in the action configuration panel.
- What to choose: Add or select one of the supported actions: Manual SMS, or Manual Call
- Fields: Manual SMS action, Manual Call action, Workflow Builder: Learn More Using AI, Workflow AI Assistant, Workflow Action, Workflow Builder Walkthrough, Getting Started With Workflows
- Controls: Follow-Up Answers, How To Setup AI-Powered Field Tooltips, Frequently Asked Questions, Related Articles
- Next: Open Advanced Settings in the action configuration panel.

Full procedure:

1. Go to Automation → Workflows.
2. Open an existing workflow (or create a new one).
3. Add or select one of the supported actions: Manual SMS, or Manual Call  <- this image
4. Open Advanced Settings in the action configuration panel.
5. Look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon to read the short tooltip description. Click Explain Field to open the AI assistant.
6. Ask follow-up questions (example.

    
4.  Open Advanced Settings in the action configuration panel.
    
    
![Step 4 of 6: Open Advanced Settings in the action configuration panel](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066572588/original/_B8v0_gI6TO8XimAuNvKiLD22gYqkwJMow.png)

**Step 4 of 6: Open Advanced Settings in the action configuration panel**

This screenshot accompanies step 4 of 6 in the "How To Setup AI-Powered Field Tooltips" section of "What are AI-Powered Field Tooltips in Workflows?". At this point in the walkthrough you open Advanced Settings in the action configuration panel. This part of the guide covers 7 fields, listed below. The next step is to look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon to read the short tooltip description. Click Explain Field to open the AI assistant.
- Where to go: Open Advanced Settings in the action configuration panel.
- Fields: Manual SMS action, Manual Call action, Workflow Builder: Learn More Using AI, Workflow AI Assistant, Workflow Action, Workflow Builder Walkthrough, Getting Started With Workflows
- Controls: Follow-Up Answers, How To Setup AI-Powered Field Tooltips, Frequently Asked Questions, Related Articles
- Next: Look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon to read the short tooltip description. Click Explain Field to open the AI assistant.

Full procedure:

1. Go to Automation → Workflows.
2. Open an existing workflow (or create a new one).
3. Add or select one of the supported actions: Manual SMS, or Manual Call
4. Open Advanced Settings in the action configuration panel.  <- this image
5. Look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon to read the short tooltip description. Click Explain Field to open the AI assistant.
6. Ask follow-up questions (example.

    
5.  Look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon to read the short tooltip description. Click Explain Field to open the AI assistant.
    
    
![Step 5 of 6: Look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066572982/original/3Wt9TVp5qdIsggVtTb8jJ6Va_CUCb327Uw.gif)

**Step 5 of 6: Look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon…**

This animation accompanies step 5 of 6 in the "How To Setup AI-Powered Field Tooltips" section of "What are AI-Powered Field Tooltips in Workflows?". At this point in the walkthrough you look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon to read the short tooltip description. Click Explain Field to open the AI assistant. This part of the guide covers 7 fields, listed below. The next step is to ask follow-up questions (example.
- What to click: Look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon to read the short tooltip description. Click Explain Field to open the AI assistant.
- Fields: Manual SMS action, Manual Call action, Workflow Builder: Learn More Using AI, Workflow AI Assistant, Workflow Action, Workflow Builder Walkthrough, Getting Started With Workflows
- Controls: Follow-Up Answers, How To Setup AI-Powered Field Tooltips, Frequently Asked Questions, Related Articles
- Next: Ask follow-up questions (example.

Full procedure:

1. Go to Automation → Workflows.
2. Open an existing workflow (or create a new one).
3. Add or select one of the supported actions: Manual SMS, or Manual Call
4. Open Advanced Settings in the action configuration panel.
5. Look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon to read the short tooltip description. Click Explain Field to open the AI assistant.  <- this image
6. Ask follow-up questions (example.

    
6.  Ask follow-up questions (example.
    
    
![Step 6 of 6: Ask follow-up questions (example](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066573055/original/AA-bTysSv3YhyZrzg78UUajaIRhE3X5mxw.png)

**Step 6 of 6: Ask follow-up questions (example**

This screenshot accompanies step 6 of 6 in the "How To Setup AI-Powered Field Tooltips" section of "What are AI-Powered Field Tooltips in Workflows?". At this point in the walkthrough you ask follow-up questions (example. For context, this section explains: AI-Powered Field Tooltips bring smart, contextual help directly to individual fields inside the Workflow Builder. Instead of guessing what a setting does, you can hover an info icon to get a quick definition and open the AI assistant for a deeper, conversational explanation. This makes advanced…. This part of the guide covers 7 fields, listed below.
- What this covers: Ask follow-up questions (example.
- Fields: Manual SMS action, Manual Call action, Workflow Builder: Learn More Using AI, Workflow AI Assistant, Workflow Action, Workflow Builder Walkthrough, Getting Started With Workflows
- Controls: Follow-Up Answers, How To Setup AI-Powered Field Tooltips, Frequently Asked Questions, Related Articles

Full procedure:

1. Go to Automation → Workflows.
2. Open an existing workflow (or create a new one).
3. Add or select one of the supported actions: Manual SMS, or Manual Call
4. Open Advanced Settings in the action configuration panel.
5. Look for the ℹ️ icon next to a supported field. Hover over the ℹ️ icon to read the short tooltip description. Click Explain Field to open the AI assistant.
6. Ask follow-up questions (example.  <- this image

    

---

## **Frequently Asked Questions**

**Q: Why don’t I see the ℹ️ icon next to my fields?**  
AI-Powered Field Tooltips are currently in an experiment and may only appear for specific fields (and not on every account yet). Also confirm you’re viewing Advanced Settings in Manual SMS or Manual Call.

**Q: I see the tooltip, but I don’t see the “Explain Field” button. Why?  
**In the experiment, the “Explain Field” CTA may only appear for supported fields and eligible accounts. Try checking another supported action (Manual SMS vs. Manual Call) or another field within Advanced Settings.

**Q: Does “Explain Field” change any settings automatically?  
**No—“Explain Field” is designed to explain what the field does. You still control and save all workflow settings manually.

**Q: Can I ask follow-up questions about my specific workflow goal?  
**Yes. After you click Explain Field, you can ask follow-ups to understand use cases and how the field may affect workflow behavior.

**Q: Is this the same as “Learn More” on actions and triggers?  
**It’s related, but not the same entry point. “Learn More” provides AI explanations for actions/triggers, while AI-Powered Field Tooltips focus on individual fields inside action configuration.

**Q: Will this expand to other actions and triggers?  
**That’s the intent if results are strong. Since it’s experimental, availability and scope may change as the rollout expands.

**Q: What if the AI explanation doesn’t match what I’m seeing in the action?  
**Use the action documentation as the source of truth and validate configuration behavior before publishing major workflow changes. The AI assistant is meant to help you understand settings, but official action behavior is best confirmed via the action docs.

**Q: Does this work outside of Workflows?  
**This experiment is currently focused on field-level help inside the Workflow Builder, starting with Manual SMS and Manual Call Advanced Settings.

---

## **Related Articles**  

-   [Workflow Builder: Learn More Using AI](https://docs.ghlcustomercare.com/docs/workflows/getting-started-w-workflows/workflow-builder-learn-more-using-ai)
-   [Workflow AI Assistant](https://docs.ghlcustomercare.com/docs/ai-employee/workflow-ai/workflow-ai-assistant)
-   [Workflow Action](https://docs.ghlcustomercare.com/docs/workflows/communication-workflow-actions/workflow-action-manual-sms)
-   [Workflow Builder Walkthrough](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/workflow-builder-walkthrough)
-   [Getting Started With Workflows](https://docs.ghlcustomercare.com/docs/workflows/workflow-builder/getting-started-with-workflows)

---

Documentation for GHL Customer Care. Support: support@ghlcustomercare.com