Making changes to automated workflows can feel risky when one edit changes something that was already working well. With undo and redo available for AI-assisted workflow building in your CRM, you can test ideas, make changes faster, and go back to an earlier version if needed without starting over.

📌 Why This Matters

When you use AI to help build or adjust a workflow, it can make several changes quickly, from updating steps to reorganizing the flow. That is helpful, but it can also make business owners hesitate if they are worried about losing a version that was already working. Undo and redo give you a safety net, so you can try new ideas with more confidence and keep improving your automations without the fear of making a mistake you cannot easily fix.

✨ What’s New

• Undo AI changes: Use Ctrl+Z on Windows or Cmd+Z on Mac to return to the previous AI-generated version in your current session.
• Redo changes: Use Ctrl+Y on Windows or Cmd+Y on Mac to bring back a change you just reversed.
• Works across AI edits: This applies to AI-added actions, edits to existing steps, and larger workflow reorganizations.
• Recent change visibility: You can also check the recent change tab in the top-right area of the workflow builder to review updates during your session.

🛠️ How to Use It

1. Step 1: Open your workflow builder and create or edit a workflow using the AI assistant.
2. Step 2: If the latest AI change is not what you wanted, press Ctrl+Z on Windows or Cmd+Z on Mac to go back to the previous version.
3. Step 3: If you want that change back, press Ctrl+Y on Windows or Cmd+Y on Mac to restore it.
4. Step 4: Continue building, knowing each AI-generated version is preserved in your undo history during the current session.
5. Step 5: Use the recent change tab in the top right of the workflow builder if you want another way to review what changed.

💡 Pro Tip

Use undo and redo when refining lead follow-up or appointment reminder workflows so you can test ideas faster and keep the version that helps you win more replies, bookings, or sales.