Recommended flows
The Automations page opens on a short overview and a Recommended flows gallery until you have created your first automation. After that, the gallery moves into the New automation panel under the heading Start another flow, and Browse library takes you to the full library page. Each card shows the automation’s name, what it needs, the channels it uses, and a small diagram of the actual steps. That diagram is generated from the same definition the button builds, so what you see on the card is exactly what you get. Use template creates the automation as a draft in your workspace and opens it in the editor.The six starters
Welcome Series (Email)
Welcome Series (Email)
Trigger: Added to list. Three emails over roughly a week: a welcome,
then your story after 3 days, then best sellers after another 4. Marked
Popular.
Welcome Series (SMS)
Welcome Series (SMS)
Trigger: Added to list. A short two-step sequence: a welcome text, then
a reminder 2 days later.
Abandoned Cart
Abandoned Cart
Trigger: Added to cart. Waits an hour, sends a first email, texts a
reminder 23 hours later, then a last-chance email a day after that. Uses
both email and SMS. Marked Popular.
Browse Abandonment
Browse Abandonment
Trigger: Viewed product. Waits 2 hours and follows up by email, then
sends a second email the next day.
Post-Purchase Thank You
Post-Purchase Thank You
Trigger: Placed order. Thanks the customer an hour after they order,
then asks for a review 14 days later.
Shipping Updates
Shipping Updates
Trigger: Fulfilled order. Emails the customer when the order ships,
then sends a delivery nudge by SMS 3 days later. Uses both email and SMS.
The library page
Browse library opens the full list. Filter by channel with All, Email, SMS and Push, or search by name and description. The cards behave the same as the ones on the Automations page. Everything else about a starter is a normal automation. Change the trigger, add or remove steps, adjust the wait times, add an exit rule. Nothing about it is locked.Generate with AI
The sparkle button in the top corner of the canvas opens the AI flow agent. Describe the automation you want in plain language and it proposes complete plans you can approve.1
Describe it
Write what you want, for example “abandoned cart recovery with email then
SMS after 2 hours”. Anything shorter than 5 characters is refused.
2
Read the proposals
You get several plans back, each with a name, the trigger it would use, a
short explanation of why, and the steps it would build.
3
Refine, if you want
Write a follow-up such as “add SMS after 2 hours and skip the discount
email” and press Revise plan. The agent reworks the plans with your
change applied.
4
Approve and apply
Approve and apply builds the whole automation on the canvas and renames
the automation after the plan. Undo in the header reverses it if you change
your mind.
What the AI can build
A proposal is a real, connected automation, not an outline.
Email steps come back with a subject line and preview text already filled in. Every step is named, and wait steps carry their real duration.
What it does not do
- It never publishes, schedules or sends anything.
- It cannot place the data steps: Webhook, Update in list, Update user properties, Internal team notification and Grant points are yours to add afterwards.
- It cannot place an A/B test step.
- It does not set your audience filter or exit rules. Open the trigger setup panel and set those yourself.
- Applying a plan replaces whatever is currently on the canvas. On an automation you have already built, apply to a fresh one instead, or undo straight away.
Continue in AI chat
Open AI chat moves the conversation into the full assistant, carrying your prompt and the name of the automation you have open. Use it when you want to talk through the approach rather than pick between finished plans.The AI features run on your own AI provider key. If none is configured, the
panel says so and offers a Fix AI key shortcut. See AI
provider for how to set one up.
Starting from an automation you already have
If something in your workspace is already close to what you need, copy it instead. Duplicate on any row’s menu in the Automations list copies the whole thing: every step, the connectors between them, the audience filter and the exit rules. The copy is created as a draft named after the original with(copy) appended, and it never inherits Live status.
This is usually the better option when you want the same sequence for a different audience. Duplicate it, then change the audience filter on the copy.
Which one to use
Use a recommended flow
You want one of the standard e-commerce automations and you want the
timings to be sensible defaults you can adjust.
Use AI
You have something specific in mind that no starter covers, and you would
rather describe it than place a dozen steps by hand.
Duplicate
You already have an automation that works and you need a variant of it.
Start from scratch
You know exactly what you want, or the automation is mostly data steps
rather than messages.

