Learn More Using AI is a help feature built into the ZipLeads Workflow Builder. This guide explains how it gives you instant, AI-powered tips so you can build and manage workflows with confidence.
What is Learn More Using AI?
Learn More Using AI gives you real-time help with triggers and actions while you work in the Workflow Builder. It uses AI to show you tailored information, clear instructions and useful examples. You can understand and set up each part of your workflow without leaving the builder. This helps you avoid mistakes, set things up faster and get more out of your automations.
Key Benefits of Learn More Using AI
Learn More Using AI is designed to make building workflows as smooth as possible. You can:
Get Instant Answers: Get answers straight away inside the builder, so you don't need to search through help articles.
Learn while you Build: Understand each part of your workflow better, with information right when you need it.
Build with Confidence: Follow clear guidance and validation tips so your workflow is set up correctly from the start.
Save Time: Get precise, AI-powered instructions the moment you need them, so setup is quicker.
Learn More Button
The Learn More button is how you open the AI Assistant.
A blue "Learn More" button with a lightbulb icon appears in the top-right corner of every trigger and action configuration panel.
One click opens the Workflow AI Assistant sidebar, full of helpful information about what you're working on.
Help is always just a click away whenever you're setting up a workflow step.
Workflow AI Assistant Sidebar
The Workflow AI Assistant sidebar shows AI-powered guidance in a clear, organised layout.
When you click the Learn More button, the sidebar gives you help specific to the trigger or action you're working on.
It explains how to set it up, covers validation rules and limits, and gives real-world examples.
You can ask follow-up questions to get answers that suit your situation.
Learn Mode 2.0
Learn Mode shows answers as they're written, in real time, and suggests follow-up questions at the end of each response.
Continue in Build Mode: If you ask a build question in Learn Mode, you can switch to Build Mode with the Continue in Build Mode button. Your request carries over and is submitted in Build Mode, so you don't need to type it again.
How to Use Learn More Using AI in Workflows
Using Learn More Using AI is quick and easy. Here's how:
Access Workflow Builder
From the left-hand menu, click Automation, then select the Workflows tab. Click + Create Workflow in the top-right to start building from a recipe, a template or from scratch.
Open a Trigger or Action
To use Learn More, click into any trigger or action configuration panel. In this example, we're starting by selecting + Add New Trigger.
Select a Trigger Type
Once the configuration panel is open, choose a trigger from the list. In this example, we're selecting Contact Tag, but every standard trigger or action shows the Learn More button.
Click the Learn More Button
In the top-right corner of the configuration panel, click the blue Learn More button with the lightbulb icon. This opens the Workflow AI Assistant with help for that step.
View Contextual Guidance
The Workflow AI Assistant sidebar opens on the left. It shows detailed information about the exact trigger or action you're setting up.
You'll see what the feature does, how it works, step-by-step setup guidance and real-world examples. You can also type follow-up questions into the chat box to get personalised answers. This makes it easy to troubleshoot, learn and set up your workflows correctly without leaving the page.
Frequently Asked Questions
Q: Is Learn More Using AI available for all workflow components?
It's available for all standard triggers and actions.
Q: Do I need to pay extra to use Learn More Using AI?
No, this feature is free for all ZipLeads users.
Q: Can I ask follow-up questions in the sidebar?
Yes. You can chat with the AI Assistant and ask follow-up questions for more personalised guidance.
Q: What kind of guidance does the AI Assistant provide?
It explains how triggers and actions work, gives step-by-step setup instructions, covers validation limits and shares practical examples.