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AI automation generator

At the top of the Automations page sits a box titled ✨ Generate an automation in seconds. Type what you want to automate in everyday language, click Generate, and a few seconds later the finished draft opens in the visual editor — trigger, messages, waits, branches and tags already wired up. You review it, adjust what you like, and switch it on.

The generator is available to every customer on every plan — no add-on needed.

How to use it

  1. Open Automations and click into the text box (✨ Generate an automation in seconds).
  2. Describe the flow you want. Write it like you’d explain it to a colleague — trigger, messages, timing, conditions. You can write in English, German or any language; your messages will be drafted in the language you use.
  3. Click Generate (or press Ctrl/Cmd + Enter). Building takes a few seconds.
  4. The draft opens in the editor, inactive. Nothing is sent to anyone yet.
  5. Review every step: read the message texts, check the waits, check the branches. Edit anything by clicking the card — it’s a normal automation like any other.
  6. When you’re happy, set it to Active in the top bar and Save.

Writing a good prompt

  • Name the trigger (“when someone writes PRICE”, “when a new contact is created”, “when the tag vip is added”).
  • Spell out the timing (“wait 1 day”, “after 2 hours”).
  • Describe branches as if/then (“if they haven’t replied, send a reminder”).
  • Mention tags you want set and any template or form by name.
  • One automation per prompt. For a second flow, generate again.

Example prompts

1. Welcome + reminder

When a new contact is created, send a friendly welcome, wait 1 day, and if they haven’t replied, send a reminder and tag them “Follow-up”.

Produces: trigger Contact is created → welcome message → Wait for 1 day → Condition: Has replied → yes: end; no: reminder + Add tag Follow-up → end. When reviewing, check the two messages after the 1-day wait: if the contact never replied, the 24-hour window is closed there, so swap the reminder for an approved template (Send WhatsApp template).

2. Keyword info with buttons

When someone writes “INFO”, reply with a short intro about our coaching program and three reply buttons: Prices, Free call, Not now. If they tap Prices, send the price overview. If they tap Free call, tag them “wants-call”. If they tap Not now, say thanks and stop.

Produces: trigger Inbound message keyword INFO → Send message with 3 reply buttons → Wait for event: Contact replies → Condition on Last answer (reply text) → three branches with the price message, an Add tag wants-call, and a polite goodbye ending in Stop automation.

3. Tag-based nurture with escape hatch

When the tag “trial-started” is added, wait 2 days, ask how the trial is going with two buttons (Great / Need help). If they need help, hand the chat to the AI agent. If someone gets the tag “purchased” at any point, skip everything and just send a thank-you.

Produces: trigger Tag is added trial-started → Wait for 2 days → question with reply buttons → Wait for event + Condition → “Need help” branch ends in Hand over to AI agent; plus a Jump to (goal) on Has tag purchased leading to the thank-you message.

After generating

The draft is a starting point, not a finished product. Before activating, always:

  • Read every message — adjust wording, add emojis, insert {{first_name}}.
  • Check the window logic — any message that can run more than 24 hours after the contact’s last reply must be a Send WhatsApp template step. The generator can’t always know your timing intent.
  • Check the trigger details — keyword spelling, the exact tag, the right form.
  • Set the priority in the top bar if the flow contains time-sensitive sends.
  • Test it on yourself — see Testing an automation.

If the result misses the mark, just rephrase and generate again — more specific prompts give better flows. Or use the draft as scaffolding and rearrange it by hand; everything the generator builds uses the same steps you can edit yourself.