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Required permission:
  • Create Flow
  • View Flow
Flow Menu Display

Flow Menu Display

The “Build with AI” button is located in the Flow builder header, next to the “New” button. The “Build with AI” button in the Flow builder header Note: The button is only visible to users with Create Flow permission.

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Open the AI Flow Builder Dialog

Click the “Build with AI” button in the Flow builder header. This opens the AI Flow builder dialog.
  • Flow Title: Enter a descriptive name for your flow.
Requirements:
  • Alphanumeric characters only (letters, numbers, and spaces)
  • Cannot be empty
  • Flow title should be unique, can’t use with existing flow name.
  • Flow Description: Provide a detailed description of your workflow process. This description is used by AI to understand and generate your flow structure.
Requirements:
  • Minimum 20 characters
  • Maximum 400 characters
Do
  • Clearly describe each step of your workflow
  • Describe what information needs to be collected
Example:
We manage parcel deliveries between city branches. Each courier should log the customer’s address, confirm pickup and drop-off points with GPS, capture proof photos at delivery, and track how long the delivery takes.
Avoid meaningless or unclear sentences
  1. Cancel Button: You can cancel the AI Flow creation at any time
  2. Submit Button: Once you’ve filled in both required fields, click the Submit button to start build flow with AI.

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Success Generate Flow

  • A success notification appears: “Flow generated successfully!”
  • The modal closes automatically
  • The newly created flow opens in the flow builder
  • You can now customize the generated structure