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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…

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  1. What is AI-Powered Field Tooltips?
  2. Key Benefits of AI-Powered Field Tooltips
  3. How To Setup AI-Powered Field Tooltips
  4. Frequently Asked Questions
  5. Related Articles

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 What this shows Step 1 of 6: Go to Automation → Workflows. What this shows Shows where to go for step 1 of 6 in the "How To Setup AI-Powered Field Tooltips" section of "What are AI-Powered Field Tooltips in 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). Step 1 of 6Image 1 of 6 Where to goGo to Automation → Workflows.
    Fields in this part of the guide Manual SMS actionManual Call actionWorkflow Builder: Learn More Using AIWorkflow AI AssistantWorkflow ActionWorkflow Builder WalkthroughGetting Started With Workflows
    Buttons and menus referenced Follow-Up AnswersHow To Setup AI-Powered Field TooltipsFrequently Asked QuestionsRelated Articles
    Next stepOpen an existing workflow (or create a new one).
    All 6 steps in this 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) What this shows Step 2 of 6: Open an existing workflow (or create a new one). What this shows Shows where to go for step 2 of 6 in the "How To Setup AI-Powered Field Tooltips" section of "What are AI-Powered Field Tooltips in Workflows?". 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. Step 2 of 6Image 2 of 6 Where to goOpen an existing workflow (or create a new one).
    Fields in this part of the guide Manual SMS actionManual Call actionWorkflow Builder: Learn More Using AIWorkflow AI AssistantWorkflow ActionWorkflow Builder WalkthroughGetting Started With Workflows
    Buttons and menus referenced Follow-Up AnswersHow To Setup AI-Powered Field TooltipsFrequently Asked QuestionsRelated Articles
    Next stepAdd or select one of the supported actions: Manual SMS, or Manual Call
    All 6 steps in this 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 What this shows Step 3 of 6: Add or select one of the supported actions: Manual SMS, or Manual Call What this shows Shows what to choose for step 3 of 6 in the "How To Setup AI-Powered Field Tooltips" section of "What are AI-Powered Field Tooltips in Workflows?". 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. Step 3 of 6Image 3 of 6 What to chooseAdd or select one of the supported actions: Manual SMS, or Manual Call
    Fields in this part of the guide Manual SMS actionManual Call actionWorkflow Builder: Learn More Using AIWorkflow AI AssistantWorkflow ActionWorkflow Builder WalkthroughGetting Started With Workflows
    Buttons and menus referenced Follow-Up AnswersHow To Setup AI-Powered Field TooltipsFrequently Asked QuestionsRelated Articles
    Next stepOpen Advanced Settings in the action configuration panel.
    All 6 steps in this 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 What this shows Step 4 of 6: Open Advanced Settings in the action configuration panel. What this shows Shows where to go for step 4 of 6 in the "How To Setup AI-Powered Field Tooltips" section of "What are AI-Powered Field Tooltips in Workflows?". 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. Step 4 of 6Image 4 of 6 Where to goOpen Advanced Settings in the action configuration panel.
    Fields in this part of the guide Manual SMS actionManual Call actionWorkflow Builder: Learn More Using AIWorkflow AI AssistantWorkflow ActionWorkflow Builder WalkthroughGetting Started With Workflows
    Buttons and menus referenced Follow-Up AnswersHow To Setup AI-Powered Field TooltipsFrequently Asked QuestionsRelated Articles
    Next stepLook 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.
    All 6 steps in this 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… What this shows Step 5 of 6: Look for the ℹ️ icon next to a supported field. What this shows Shows what to click for step 5 of 6 in the "How To Setup AI-Powered Field Tooltips" section of "What are AI-Powered Field Tooltips in Workflows?". 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. Step 5 of 6Image 5 of 6 What to clickLook 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 in this part of the guide Manual SMS actionManual Call actionWorkflow Builder: Learn More Using AIWorkflow AI AssistantWorkflow ActionWorkflow Builder WalkthroughGetting Started With Workflows
    Buttons and menus referenced Follow-Up AnswersHow To Setup AI-Powered Field TooltipsFrequently Asked QuestionsRelated Articles
    Next stepAsk follow-up questions (example.
    All 6 steps in this 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 What this shows Step 6 of 6: Ask follow-up questions (example. What this shows Shows what this covers for step 6 of 6 in the "How To Setup AI-Powered Field Tooltips" section of "What are AI-Powered Field Tooltips in Workflows?". 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. Step 6 of 6Image 6 of 6 What this coversAsk follow-up questions (example.
    Fields in this part of the guide Manual SMS actionManual Call actionWorkflow Builder: Learn More Using AIWorkflow AI AssistantWorkflow ActionWorkflow Builder WalkthroughGetting Started With Workflows
    Buttons and menus referenced Follow-Up AnswersHow To Setup AI-Powered Field TooltipsFrequently Asked QuestionsRelated Articles
    All 6 steps in this 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.

Frequently asked questions

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

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