Overview
The AI Process Assistant lets you modify a process by describing the change you want, rather than editing nodes, dispositions, and call windows by hand. The assistant proposes a change, you review exactly what it would modify, and you decide whether to apply it.
Opening the Assistant
- Open a process and click Edit Process.
- Click AI Assistant in the toolbar.
Describe the change you want in the message box, for example “Add a wait step after the intro”, and send it.
Reviewing a Proposed Change
The assistant responds with a Process Review summary — the process title, description, start node, status, and step/disposition counts — plus a validity check before anything is applied.
Switch to the Changes tab to see exactly what’s modified, broken down by section (Steps, Dispositions, Call Windows, etc.), each with its own Apply action:
Nothing is saved until you click Apply Changes (or an individual section’s Apply button). Click Cancel to discard the proposal without touching the process.
AI can make mistakes. Review the proposed changes before applying them, the same way you’d review a manual edit.
