New! SalesEdge.io Adds Built-In AI Assistant to Simplify Workflow Automation Instantly
We’re excited to introduce a helpful new feature inside the SalesEdge.io Workflow Builder — an intelligent AI assistant that gives you instant guidance as you build your automations.
This update is designed to make it easier than ever to understand what each trigger or action does, how to set it up correctly, and how to use it to grow your business more efficiently — all without needing to leave what you're working on.
What’s New
Smart AI Guidance: Click the blue "Learn More" button inside any trigger or action settings panel to get detailed explanations, setup tips, and practical real-world examples.
No Extra Cost: This feature is completely free and doesn’t count against any AI usage limits.
Interactive Support: Ask follow-up questions right within the panel and get answers tailored specifically to the automation step you're configuring.
Available Across the Platform: Works with all standard triggers and actions (support for marketplace elements is coming soon).
How to Use It
Go to the Automations area and open any workflow
Add or edit a trigger or action
Look for the blue light bulb icon labeled "Learn More" in the top-right corner of the panel
Click to open the assistant, review suggested guidance, and ask any custom questions
Why This Matters
Whether you’re new to automation or a seasoned coach scaling your systems, this AI assistant makes it easier to take full advantage of everything SalesEdge.io can do. You’ll spend less time guessing or waiting on support, and more time getting things done. It’s like having a tech expert by your side — whenever you need it.
For existing SalesEdge.io users: This update is already live in your account.
Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.
