You can now ask your CRM questions about workflow performance in plain language and get clear answers based on your live account data. That means less time digging through logs and reports, and more time understanding what is working, what is getting stuck, and where you may be losing sales opportunities.

📌 Why This Matters

For a small business owner, workflows are only helpful if they actually move leads and customers forward. This feature helps you quickly see how your automations are performing, which messages are getting engagement, where contacts drop off, and whether people are reaching your goals. Instead of hunting through different screens, you can ask one question and get a useful answer right inside your workflow area.

✨ What’s New

• Performance insights: Ask how a workflow is doing over a specific time period and see entries, completion rate, goal conversions, step-by-step progress, and where contacts are getting stuck.
• Email and SMS results: Check delivery, opens, clicks, replies, bounces, unsubscribes, opt-outs, and other engagement metrics for individual message steps.
• Branch and path insights: See what percentage of contacts went down each path in if/else and split steps so you can understand how contacts are being routed.
• Contact tracking: Look up whether a specific person completed a workflow, failed, or is still active, when they entered, how long they took, and where they are now.
• Trigger diagnostics: Find out whether a trigger is firing properly, how many contacts qualified, and the main reasons some contacts were rejected.
• Workflow search: Search all workflows by name, status, tags, triggers, actions, or last editor so you can quickly find the one you need.
• Version history: Check who last edited a workflow and how many saved versions exist.
• Read-only answers you can trust: The assistant only reads data when answering questions, uses your account timezone, and clearly tells you when there is not enough data to report.

🛠️ How to Use It

1. Step 1: Open the AI assistant inside any workflow in your CRM.
2. Step 2: Ask a question in plain language, such as how a workflow performed last week, which contacts failed at a certain step, or which workflow uses a specific tag or action.
3. Step 3: Review the structured answer to see key numbers, comparisons to the previous period, and suggested next steps.
4. Step 4: Use those insights to fix bottlenecks, improve underperforming messages, and make sure more leads reach the next stage.

💡 Pro Tip

Check your highest-value workflows every week so you can catch drop-offs early and recover leads before they turn into lost revenue.