Overview

You can now build and edit automations by chatting with the Config Assistant, right inside the automation builder. Describe what should happen, and the assistant fills in the trigger and actions, writes any new email or text message template the automation needs, and asks before it saves anything.

In this article, you'll learn how to:

• Start a new automation with the Config Assistant
• Review the draft and any new templates
• Publish or save the automation
• Edit or turn off an existing automation
• Look up your other automations

Note: The chat appears only for companies with the Config Assistant turned on. Everyone else sees the automation builder as before.

Start a New Automation

1. Go to Settings → Automations and click New Automation.
2. The builder opens with the Config Assistant chat beside it, asking What automation do you want to build?
3. Describe your automation in the Describe your automation box. For example: "When a Local Move project is created, email and text the customer a welcome message."

Tip: Prefer to build it yourself? Click Add Trigger to build the automation by hand.

Review the Draft

While the assistant works, the builder on the right fills in with the trigger and each action, so you can watch the automation take shape. When it's done, the assistant sums up the trigger and actions in the chat and asks before it saves. Nothing is saved until you say so.

New templates

If the automation needs an email or text message template that doesn't exist yet, the assistant writes one and selects it in the action. Each new template gets a card in the chat. Click the card, or the Open link beside the template in the builder, to review or edit it in its own tab.

Publish or Save

• Publish: Tell the assistant to publish. It saves the automation and turns it on, and an Automation created! message confirms it.
• Save without turning on: Tell the assistant to save it instead. The automation is saved but stays off.

Your new automation appears on the Automations page. If you published it, its switch is on.

Edit or Turn Off an Automation

1. On the Automations page, click the pencil on any automation.
2. The builder opens with the chat, asking What changes do you want to make?
3. Ask for a change to the steps, or ask a question about the automation.

You can also ask the assistant to turn the automation on or off. An Automation turned off. message confirms it.

Look Up Your Other Automations

Ask the assistant about your company's other automations, including the ones a specific teammate created, and it will tell you which are on. It also uses them as examples when you ask for something similar.

Important Notes

⚠️ Publishing from the chat turns the automation on right away. Review the trigger, actions and any new templates first.

⚠️ New templates the assistant writes are saved to your email and text message templates. Review their wording before publishing the automation.

FAQ

Can I still build automations by hand?
Yes. Click Add Trigger in the builder.

I published by mistake. How do I stop it?
Open the automation and ask the assistant to turn it off, or turn off its switch on the Automations page.

Need Help? If you have questions about building automations with the Config Assistant, contact our Product Experts team at help@supermove.com.