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Workflow Builder: Learn More Using AI

Get contextual, AI-powered help inside GHL Customer Care’s Workflow Builder. Learn how to use the Learn More button to simplify setup, reduce errors, and save time.

3 min read787 words5 explained imagesUpdated Mon, 18 May at 6:15 AM
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On this page
  1. Key Benefits of Learn More Using AI
  2. Learn More Button
  3. Workflow AI Assistant Sidebar
  4. How To Use Learn More Using AI in Workflows
  5. Access Workflow Builder
  6. Open a Trigger or Action
  7. Select a Trigger Type
  8. Click the Learn More Button
  9. View Contextual Guidance
  10. Frequently Asked Questions
Discover the power of Learn More Using AI—a contextual help feature built into GHL Customer Care’s Workflow Builder. This guide explains how the feature delivers instant, AI-powered insights to help you build and manage workflows with confidence and ease.

What is Learn More Using AI?

Learn More Using AI is an intelligent, in-context help feature integrated into the Workflow Builder that offers real-time guidance for triggers and actions. By leveraging artificial intelligence, it provides tailored information, detailed instructions, and relevant use case examples, enabling users to quickly understand and configure workflow components without leaving the builder interface. This functionality empowers users to reduce errors, streamline setup, and optimize automation processes.

Key Benefits of Learn More Using AI

The benefits of Learn More Using AI are designed to make workflow creation as smooth and efficient as possible. Users enjoy:
  • Get Instant Answers: Receive immediate answers directly within the builder, eliminating the need to search through documentation.
  • Learn while you Build: Gain a deeper understanding of workflow elements with on-demand, contextual information.
  • Build with Confidence: Benefit from clear guidance and validation tips that ensure accurate workflow setup from the start.
  • Save Time: Access precise, AI-powered instruction at the moment of need, speeding up the configuration process.

Learn More Button

The Learn More button is a core component of this feature, providing users with seamless access to the AI Assistant.
  • A blue "Learn More" button with a bulb icon appears at the top-right corner of every trigger and action configuration panel.
  • It is designed for one-click access, opening the Workflow AI Assistant sidebar rich with detailed contextual insights.
  • This interface element ensures that useful information is just a click away whenever users need to configure workflow activities.

Workflow AI Assistant Sidebar

The Workflow AI Assistant sidebar delivers AI-powered guidance in a clear, organized format.
  • Once activated by the Learn More button, the sidebar provides targeted help tailored to the specific trigger or action.
  • It details configuration instructions, explains validation rules and constraints, and offers real-world examples to illustrate use cases.
  • The interactive design allows users to ask follow-up questions, ensuring a personalized support experience.
Learn Mode 2.0 

Learn Mode streams answers in real time and suggests follow-up questions at the end of each response.

Continue in Build Mode When you ask a build question in Learn Mode, you can switch to Build Mode using the Continue in Build Mode button. 

This keeps your request and submits it in Build Mode without retyping.

How To Use  Learn More Using AI in Workflows

Setting up and using Learn More Using AI is quick and straightforward, ensuring you maximize the benefits of AI-guided help:

Access Workflow Builder

From the left-hand menu, click Automation, then select the Workflows tab. Click + Create Workflow in the top-right to start building from a recipe, template, or scratch.

Access Workflow Builder (image 1 of 5) What this shows From the left-hand menu, click Automation, then select the Workflows tab. What this shows Illustrates the "Access Workflow Builder" section of "Workflow Builder: Learn More Using AI". This screenshot appears in the "Access Workflow Builder" section of "Workflow Builder: Learn More Using AI". The text alongside this image reads: From the left-hand menu, click Automation, then select the Workflows tab. Click + Create Workflow in the top-right to start building from a recipe, template, or scratch. Immediately after, the guide continues: To activate the Learn More feature, click into any trigger or action configuration panel. In this example, we’re starting by selecting + Add New Trigger. Image 1 of 5 What to chooseFrom the left-hand menu, click Automation, then select the Workflows tab. Click + Create Workflow in the top-right to start building from a recipe, template, or scratch.
Buttons and menus referenced AutomationWorkflows+ Create Workflow
Next stepTo activate the Learn More feature, click into any trigger or action configuration panel. In this example, we’re starting by selecting + Add New Trigger.

Open a Trigger or Action

To activate the Learn More feature, click into any trigger or action configuration panel. In this example, we’re starting by selecting + Add New Trigger.

Open a Trigger or Action (image 2 of 5) What this shows To activate the Learn More feature, click into any trigger or action configuration panel. What this shows Illustrates the "Open a Trigger or Action" section of "Workflow Builder: Learn More Using AI". This screenshot appears in the "Open a Trigger or Action" section of "Workflow Builder: Learn More Using AI". The text alongside this image reads: To activate the Learn More feature, click into any trigger or action configuration panel. In this example, we’re starting by selecting + Add New Trigger. Immediately after, the guide continues: After opening the configuration panel, choose a trigger from the list. In this example, we’re selecting Contact Tag, but any standard trigger or action will display the Learn More button. Image 2 of 5 What to clickTo activate the Learn More feature, click into any trigger or action configuration panel. In this example, we’re starting by selecting + Add New Trigger.
Buttons and menus referenced + Add New Trigger
Next stepAfter opening the configuration panel, choose a trigger from the list. In this example, we’re selecting Contact Tag, but any standard trigger or action will display the Learn More button.

Select a Trigger Type

After opening the configuration panel, choose a trigger from the list. In this example, we’re selecting Contact Tag, but any standard trigger or action will display the Learn More button.

Select a Trigger Type (image 3 of 5) What this shows After opening the configuration panel, choose a trigger from the list. What this shows Illustrates the "Select a Trigger Type" section of "Workflow Builder: Learn More Using AI". This screenshot appears in the "Select a Trigger Type" section of "Workflow Builder: Learn More Using AI". The text alongside this image reads: After opening the configuration panel, choose a trigger from the list. In this example, we’re selecting Contact Tag, but any standard trigger or action will display the Learn More button. Immediately after, the guide continues: In the upper-right corner of the configuration panel, click the blue Learn More button with the lightbulb icon. This launches the Workflow AI Assistant with contextual guidance. Image 3 of 5 What to chooseAfter opening the configuration panel, choose a trigger from the list. In this example, we’re selecting Contact Tag, but any standard trigger or action will display the Learn More button.
Buttons and menus referenced Contact Tag
Next stepIn the upper-right corner of the configuration panel, click the blue Learn More button with the lightbulb icon. This launches the Workflow AI Assistant with contextual guidance.

Click the Learn More Button

In the upper-right corner of the configuration panel, click the blue Learn More button with the lightbulb icon. This launches the Workflow AI Assistant with contextual guidance.

Click the Learn More Button (image 4 of 5) What this shows In the upper-right corner of the configuration panel, click the blue Learn More button with the lightbulb icon. What this shows Illustrates the "Click the Learn More Button" section of "Workflow Builder: Learn More Using AI". This screenshot appears in the "Click the Learn More Button" section of "Workflow Builder: Learn More Using AI". The text alongside this image reads: In the upper-right corner of the configuration panel, click the blue Learn More button with the lightbulb icon. This launches the Workflow AI Assistant with contextual guidance. Immediately after, the guide continues: After clicking the Learn More button, the Workflow AI Assistant sidebar opens on the left. This panel gives you detailed, contextual information based on the exact trigger or action you’re configuring. Image 4 of 5 What to clickIn the upper-right corner of the configuration panel, click the blue Learn More button with the lightbulb icon. This launches the Workflow AI Assistant with contextual guidance.
Buttons and menus referenced blue Learn More button
Next stepAfter clicking the Learn More button, the Workflow AI Assistant sidebar opens on the left. This panel gives you detailed, contextual information based on the exact trigger or action you’re configuring.

View Contextual Guidance

After clicking the Learn More button, the Workflow AI Assistant sidebar opens on the left. This panel gives you detailed, contextual information based on the exact trigger or action you’re configuring.

You’ll see explanations of what the feature does, how it works, step-by-step configuration guidance, and real-world use cases. You can also type follow-up questions directly into the chat box to get personalized answers — making it easy to troubleshoot, learn, and configure workflows correctly without leaving the page.

View Contextual Guidance (image 5 of 5) What this shows You’ll see explanations of what the feature does, how it works, step-by-step configuration guidance, and real-world use cases. What this shows Illustrates the "View Contextual Guidance" section of "Workflow Builder: Learn More Using AI". This screenshot appears in the "View Contextual Guidance" section of "Workflow Builder: Learn More Using AI". The text alongside this image reads: You’ll see explanations of what the feature does, how it works, step-by-step configuration guidance, and real-world use cases. You can also type follow-up questions directly into the chat box to get personalized answers — making it easy to troubleshoot, learn, and configure workflows correctly…. Immediately after, the guide continues: Q: Is Learn More Using AI available for all workflow components? Image 5 of 5 What to fill inYou’ll see explanations of what the feature does, how it works, step-by-step configuration guidance, and real-world use cases. You can also type follow-up questions directly into the chat box to get personalized answers — making it easy to troubleshoot, learn, and configure workflows correctly without leaving the page.
Buttons and menus referenced Workflow AI Assistant sidebar
Next stepQ: Is Learn More Using AI available for all workflow components?

Frequently Asked Questions 

Q: Is Learn More Using AI available for all workflow components?
It is available for all standard triggers and actions, but note that marketplace actions and triggers are not supported.
Q: Do I need to pay extra to use Learn More Using AI?
No, this feature is completely free for all GHL Customer Care users.
Q: Can I ask additional follow-up questions in the sidebar?
Yes, you can interact with the AI Assistant and ask follow-up questions for more personalized guidance.
Q: What kind of guidance does the AI Assistant provide?
It offers detailed information on how triggers and actions work, step-by-step setup instructions, validation constraints, and practical examples.
Q: Where can I find further documentation on Learn More Using AI?
Additional details and reference materials can be found in our support documentation linked in the Related Articles section.

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