Docs / AI Copilot (on-request)

Natural-language automation builder

Describe an automation in plain English and get a draft Signal Rule, journey, or campaign you can review and save.

Natural-language automation builder

Describe what you want in plain English — "when health drops below 50 and renewal is within 90 days, create a risk task and notify the manager" — and the builder drafts the corresponding Signal Rule for you to review, adjust, and save.

Find it as Build with AI in the Signal Rules panel (Admin Console). It lowers the barrier to automation without hiding what the automation actually does — you always see the generated conditions and actions before saving. On-request.

Related: *Signal rules: automation triggers* · *Criteria fields (reference)*

More in AI Copilot (on-request)

• AI Copilot: what it is and where to find it
• Account brief (pre-call intelligence)
• Churn narrative (why is this account at risk?)
• Draft email
• AI next actions
• Analyze & process calls
• Relationship intelligence
• Usage narrative
• AI goal proposer
• CSM chat copilot

← Back to AI Copilot (on-request)