new
improved
Automations
Workflow AI Analytics: Query Every Workflow, Trace Every Contact
Ask Workflow AI what happened, and it now tells you. The Workflow AI chat can trace a contact's path, follow one contact across every workflow, compare versions, compare workflows, and hand you a PDF report. No more jumping between Enrollment History, Execution Logs and Version History to piece the story together.
What's New
See Contact Path
- Ask about a named contact and get their latest run step by step, with the time and outcome of each step.
- Click "See contact path" to open the canvas with that path highlighted.
- Repeat enrollments are called out, so you know which run you are looking at.
Cross Workflow Contact Journey
- Follow one contact across every workflow: which workflows they entered, how many times, and how each run ended.
- See whether they are in any workflow right now.
- Ask about the whole account too, like "Who's in 3 or more workflows?", and see the contacts carrying the most load.
Version History in Chat
- See who edited the workflow and exactly what changed between versions: steps added, removed, moved or renamed, and fields or settings changed.
- Ask whether an edit caused a problem. The answer comes with a confidence level: "Direct cause", "Lines up" or "Can't tell".
- Secret values stay hidden.
PDF Reports
- Ask for a report and mention PDF, download or export.
- The full analysis shows in the chat, with a "Download PDF" card right under it.
- Reports are private to users with access to the sub account and the workflow.
Compare and Summarize
- Head to head: Compare two workflows on enrollments, completions, completion rate and error rate, with recommendations.
- Leaderboard: Rank your published or paused workflows by completion rate and see the underperformers against your account median.
How to Use
- Go to Automation > Workflows.
- Open a workflow.
- Click the Workflow AI icon in the left bar, then open the Chat tab.
- Ask your question in plain words. Try one of these:
- "Show me the path jane@acme.com took through this workflow"
- "Show me the journey of jane@acme.com across all the workflows"
- "Compare the last 10 versions of this workflow"
- "Give me a performance report for the last 30 days here, and also as a PDF I can download"
- "How does this workflow compare to Lead Follow Up?"
- For a PDF, click "Download PDF" on the card.
Why This Matters
"What happened to this contact?" and "what changed?" are the two questions every workflow owner asks when something looks off. Until now, the answer lived in three different places and you did the joining by hand. Now it's one question in the chat.
- Faster debugging: Find out why one contact got stuck without reading raw logs.
- Clear accountability: See who changed what, and whether that change broke something.
- Client ready reporting: Share a PDF instead of a pile of screenshots.
- Account wide view: Spot the workflows that need attention before your clients do.