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== Step-by-Step Instructions == Below is a detailed guide on how to utilize the AI Actions Library, including steps for using the built-in actions and creating your own custom action. === Using Preconfigured AI Actions === 1. **Click Automations** on the left menu. 2. Select an **existing automation** or **create a new one**. 3. In the automation designer, click on the **(+)** node where you want to place the action. 4. In the **Add an action** modal, click **Suggested**, then select **AI Actions Library**. 5. Choose the desired action from the following preconfigured options: - **Summarize** - **Analyze** - **Translate** - **Classify intent** - **Determine sentiment** After selecting an action, you will be prompted with the specific configuration options available for that action. Follow the instructions relevant to your selected action. === Build Your Own Action === If you prefer to customize your AI action, use the **Build your own action** functionality: 1. Click on **Automations** on the left menu. 2. Select an **existing automation** or **create a new one**. 3. In the automation designer, click on the **(+)** node to add your action. 4. Click **Workflow**, and then select **AI Actions Library**. 5. Click on **Build your own action**. 6. In the modal that appears, type your AI prompt in the **What do you want to do with this contact?** section. You can utilize an example prompt provided at the bottom of the modal. 7. Click the **lightning bolt icon** to add a personalization tag, selecting the desired **Contact**, **Account**, or **Deal** field. 8. Under **Save the response to this field**, choose between: - '''Save to existing field''' - Select an existing contact field from the dropdown. - '''Create a new field''' - Input a **Field name**, choose the **Field type**, and the **Field group**. 9. (Optional) Click **Get an example response** to test your AI prompt. 10. Click **Save** when you are done configuring your action.
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