Understand Settings with AI Field Tooltips

Some fields in the builder carry a small information icon. Hovering over it shows a short definition, and one more click opens an AI assistant that explains the field in depth. The feature is still being rolled out, so it appears only on selected fields for now.

Where it appears today

The tooltips currently show up in the Advanced Settings of two actions:

• Manual SMS
• Manual Call

You may not see them on every account yet.

Use a tooltip

1. Go to Automation > Workflows and open a workflow.
2. Add or select a Manual SMS or Manual Call action.
3. Expand Advanced Settings in the action panel.
4. Hover over the information icon next to a field to read the short description.
5. Click Explain Field to open the AI assistant with that field's details.
6. Ask follow-up questions, for example how the setting affects assignment or timing.

Why it helps

• You learn what a field really changes before saving.
• You avoid guesswork on settings where a small tweak alters timing or who gets assigned.
• You stay in the builder rather than searching for documentation.

If you do not see the icon

Confirm you are in Advanced Settings of one of the two supported actions. If it is still missing, the preview has probably not reached your account yet.

Good to know: Use the broader Learn More button on any step when a field has no tooltip.