Overview
The new AI Automatizer Agent introduces AI-powered capabilities into the management of workflow processes. The system provides new UI components for AI interaction, process review and differential analysis before publishing, and enhanced options for saving and copying processes.
How to check if the Automatizer Agent is running
The Automatizer Agent is enabled from the Configure options when selecting the Voyager AI Assistant in the Automation Hub. A toggle switch controls the feature's availability. It is turned ON by default ⤵
NOTE: you have to have access to Automatizer for the Agent to work. Automatizer may be a paid-for add-on for your subscription tier. Please contact your Customer Success Manager if you have any questions.
When enabled, the "Create with AI" action appears in the Automatizer, and the "AI Agent" button is visible in the process editor ⤵
Creating a new process using the Automatizer AI Agent
Click on the "Create with AI" button to initiate the creation of a new process with AI assistance. All new processes created by the agent default to a Personal process owned by the Current User, named “Draft" and in the unpublished draft status.
You can type - or speak - your prompts to the text input area in the AI Agent side panel ⤵
NOTE: there is a 300-character limit for user prompts.
You can also use AI to help with prompt creation by clicking on the AI icon ⤵
Use “Rephrase” to help reword the prompt or “Text Correction” to improve the grammar and structure of the prompt ⤵
The AI will guide you to define the minimum requirements for publishing a process: Trigger, Condition, and Action.
Trigger: Must be defined (Entity, Type).
Condition: The AI should generate a `Condition Name` based on fields and values. If no condition is defined, it defaults to the "Ignore Condition" state.
Action: At least one action must be defined. The AI generates an `Action Name` based on its type and parameters.
Supported Functionality
For the 5.20 release (October 2025) the supported functionalities are:
Component | Supported Functionality |
Trigger | Primary record, PPI trigger. |
Condition | Full support. |
Actions | Create Record, Create Related Record, Update Record, Update Related Record, Link Record as Related, Send Email, Archive Record, Enroll/Unenroll in Email Sequence, Trigger Another Process, Copy Record, Change Ownership. |
Refining and Copying the Process
The AI will respond with questions if there is any ambiguity or the instructions in the prompt are unclear and will help you to provide clarification. The chat interface displays a history of user prompts and AI responses, similar to the Report AI Agent and, when first opened, the view will scroll to the newest message ⤵
Clicking into the process itself will close the AI side panel - it can be re-opened by clicking on the AI icon in the top right ⤵
The AI generated process can be copied at any point by clicking on the three dots icon ⤵
Clicking "Copy" opens the standard "Copy Process" dialog which includes a checkbox "Include unpublished changes to the copy". This is checked by default ⤵
When you click on “Create” a notification appears "A copy of the process has been created" and the new process can be accessed from the Open button in the notification (this opens the new process copy in the same window, triggering a close confirmation for the current process).
Publishing a process
When you are happy with the draft process, click on “Publish”. For AI-generated processes, you must preview and approve the process by ticking the acknowledgement.
Until the process is approved, the "Publish" and "Publish & Activate" buttons are disabled and the agreement has an orange background.
Checking the box opens the “Preview Changes” dialog. You should review the process steps and then click on “Agree Changes”. Once approved, the checkbox appears checked with a green background, and the "Publish" and "Publish & Activate" buttons are enabled ⤵
The "Preview Changes" dialog displays a side-by-side comparison of the published process (left) and the unpublished changes (right). This dialog includes an "Approve" button, visible only if opened via the AI agreement checkbox. Clicking it closes the dialog and enables publishing ⤵
NOTE: for manually-created processes, users can now access the Preview Changes option to review prior to publishing or publishing and activating as normal.
Creating a backup of the process
When publishing, you can opt to create a backup copy of the current process. The toggle to "Save a backup copy?" is OFF by default. When switched on, an input name for the backup copy appears which is pre-filled with "{process_name} - Backup {datetime.now()}".
If selected, the backup copy is created when either the "Publish" or "Publish & Activate" button is pressed. The functionality uses the standard process copy feature without unpublished changes ⤵