Adding an AI Step to a Workflow

Some steps need a bit of judgement, like reading an enquiry and working out what the customer wants. That’s what the AI step is for. This video shows how to add an AI step, write its instruction in plain words, and choose a model or leave it on Auto. You’ll also see how AI Assist credits and the step limit work, what tools the step can use, and how to add output fields so later steps can use the answer. Then see how to test it with Run now, and a worked example that reads website enquiries, pulls out the event type and guest count, and adds each booking to a Group bookings pipeline.