Managing automations inside your CRM can get complicated fast, especially when your If/Else logic has multiple branches and conditions. This update makes it easier to adjust that logic using AI, so you can spend less time fixing workflows and more time focusing on running your business.

📌 Why This Matters

If/Else logic helps your CRM decide what should happen next based on customer actions, status, or details in their record. When it is easier to update branches, conditions, and operators, you can keep your automations accurate without digging through every step manually. That means fewer mistakes, faster follow-up, and a better experience for your leads and customers.

✨ What’s New

• Edit branches, segments, and conditions: You can add, remove, and update different parts of your If/Else logic directly through the AI Builder.
• Handle multiple changes at once: The CRM can process compound edits in a single request, such as changing an operator while also adding a new condition.
• Get clarification when needed: If a request is unclear in a more complex If/Else setup, the system asks for clarification instead of making the wrong change or doing nothing.
• More accurate edit detection: Improvements to how edits and targets are identified help reduce misclassification and make updates more reliable.

🛠️ How to Use It

1. Step 1: Open the workflow or automation in your CRM where you use If/Else logic.
2. Step 2: Use the AI Builder to describe the change you want, such as adding a condition, updating a value, or changing an operator.
3. Step 3: Review the suggested edits, especially if your workflow includes multiple branches or nested conditions.
4. Step 4: Confirm the update and test the workflow to make sure leads and customers are moving through the right path.

💡 Pro Tip

Use clearer If/Else logic for things like lead routing, follow-up timing, and purchase-based actions so your CRM responds faster and helps turn more opportunities into revenue.