Route Contacts with Plain-English Rules Using AI Decision Maker

The AI Decision Maker action lets you describe, in ordinary sentences, where contacts should go next. Instead of stacking many If/Else conditions, you write the routing logic once and the AI picks the matching branch for each contact.

This is a premium action, so every execution carries a small usage charge.

When it helps

• Lead qualification that depends on several fields at once (score, company size, tags).
• Screening form submissions for spam or low-quality entries.
• Routing that changes often, since you edit a sentence rather than rebuild conditions.

Set it up

1. Open Automation > Workflows and edit your workflow (a trigger must already exist).
2. Click +, open the AI Actions group, and choose AI Decision Maker.
3. Give it a clear Action Name, especially in workflows with many branches.
4. In Instructions, describe how to decide. Use the variable picker to insert live data such as {{contact.tags}} or a custom field like lead score, so the AI sees real values.
5. In Additional Context, add the definitions the AI needs, for example "Small means 1-50 employees; scores run 0-100."
6. Create your branches with + New Branch. Give each a short name (such as "High priority - Sales") and a one-line description of when contacts belong there.
7. Click Save Action, then build the follow-up steps under each branch.

The Default Branch

Every Decision Maker includes a locked Default Branch. Contacts who match nothing else flow here, so nobody gets stuck. It cannot be renamed or deleted, so decide what a sensible fallback looks like, such as a gentle nurture email.

Writing better instructions

• Name the exact fields to evaluate rather than saying "look at the contact".
• Put numeric thresholds in the instructions and the units in the context.
• Keep branch descriptions mutually exclusive where you can.
• Test with a few real contacts and read the execution log to see which branch was chosen.

Good to know: The AI can only judge what you give it, so always pass the relevant fields into the instructions.