Create & Edit Workflows from Ask AI, Including WhatsApp

TL;DR

Workflows can now be created and edited directly from Ask AI. This includes starting from a WhatsApp conversation.

No immediate action is required from agency owners.

Who this affects

Anyone using Ask AI or considering its use will find this relevant. Agencies looking to streamline workflow creation or those with clients using WhatsApp for customer interactions may find this useful. Since 'who is affected' is unknown, we cannot specify plan levels or sub-account setups at this time. Those not using Ask AI can safely ignore this update for now.

What changed

HighLevel has integrated workflow creation and editing directly into Ask AI. Users can initiate workflow creation by providing a prompt to Ask AI. Once a workflow is generated, its steps can be previewed directly within Ask AI. Further modifications to the workflow can be made conversationally through Ask AI.

Access to the full Workflow Builder is available from within Ask AI for more detailed adjustments. A notable addition is the ability to create workflows starting from a WhatsApp conversation, leveraging Ask AI. HighLevel has not confirmed any limits, plan gating, or the rollout status for this feature.

Where to find it

HighLevel has not published the exact navigation path for this feature yet. Based on the description, this functionality will be accessible directly through the Ask AI interface, likely presenting options for workflow creation and editing when a relevant prompt is given. The Workflow Builder itself remains in its usual location under Automation.

How agencies will use this

An agency could use this to rapidly prototype automation for a new client. For instance, a client needs a simple nurturing sequence for new leads coming from a Facebook ad. An agency owner could open Ask AI and prompt, "Create a workflow that sends a welcome email immediately after a new lead is added, then waits one day and sends an SMS reminder, then waits three days and sends a follow-up email." Ask AI would generate a draft workflow with email and SMS steps, including waits. The agency owner could then conversationally refine it within Ask AI, asking to change email content or add an internal notification for specific lead tags, before finalizing it in the full Workflow Builder and assigning it to a client's sub-account.

Our take

This is a standard update, not a major shift. The ability to create and edit workflows conversationally via Ask AI could reduce the initial friction of setting up automation. The WhatsApp integration is an interesting detail, though its practical impact will depend on specific use cases. Given that 'who is affected,' 'where in product,' 'limits,' and 'rollout status' are all unknown, it's difficult to gauge the immediate significance. This update is minor in the short term, but could indicate future directions for AI-driven automation within HighLevel.