The AI Decision Maker helps you automatically send contacts down different paths in your workflow. Instead of setting up complicated rules, you just tell the AI what you want it to do in plain English, and it figures out where each contact should go.

What does the AI Decision Maker do?

Think of it like a smart traffic director for your contacts. You tell it what to look for (like how engaged someone is, or what type of business they have), and it automatically sends each person down the right path in your workflow.

For example:

• Send hot leads to your sales team
• Send interested but not ready contacts to a nurture sequence
• Send cold contacts to a re-engagement campaign

Why use AI Decision Maker?

• Simple setup: Just describe what you want in normal language
• Saves time: Set up smart routing in minutes instead of hours
• Always has a backup: If someone doesn't fit your rules, they go to a "Default" path
• Handles complexity: Can consider multiple factors at once without getting complicated
  
  

How to set it up

Step 1: Add the action

1. In your workflow, click "+ Add Action"
2.  search for "Decision Maker" or scroll down to see "Workflow AI" section
3. Click on AI Decision Maker

Step 2: Fill in the details

• Action Name: Give it a name or continue using the default one.
• Instructions:Tell the AI what decision to make (this is the most important part!)
  • Make sure to pass context via custom variable picker (The tag icon on the top right )
• Information: Add background info about your business.

Step 3: Create your paths

• Click "Add Branch" for each path you want
• Give each path a name and describe when to use it
  • You can even pass custom variables in the branch using the custom variable picker
• Don't worry about the "Default Branch" - it's automatically created as a backup

What to fill in each field

Instructions

This is where you tell the AI what to do. Be specific about what to look for and where to send people.

Good example:

Look at the contact's engagement score and company size. 
If the engagement score is over 60 OR they work at a large company, send them to sales. 
If the engagement score is between 30-60 and it's a small/medium company, send them to email nurturing. 
If the engagement score is under 30, send them to a re-engagement campaign.

Important:

To make smart decisions, the AI needs information about your contacts. Use the custom value picker (tag icon) to add contact fields, custom fields, or data from previous workflow steps. Without this context, the AI can't make informed decisions.

Examples of useful information:

Contact details: {{contact.email}}, {{contact.phone}}

Custom fields: {{contact.lead_score}}, {{contact.company_size}}

Tags: {{contact.tags}}

Previous workflow data: Results from forms, surveys, or other actions

Information

Help the AI understand your business better. This makes its decisions more accurate.

Example:

We sell software to companies with 10-500 employees. 
Small companies have 1-50 people, medium have 51-200, large have 200+. 
Engagement scores go from 0-100. Our sales team can handle about 20 new leads per week.

Setting up branches

What each branch needs: 

Branch Name: A clear name for where contacts go

• Examples: "Send to Sales", "Email Nurture Campaign", "Re-engage"

Description: When should contacts go down this path?

• Example: "For contacts with high engagement (over 60) or large companies"

The Default Branch

• Automatically created: You don't need to set this up
• Safety net: Anyone who doesn't fit your other rules goes here
• Can't be deleted: It's always there to catch contacts that don't match anywhere else
  

Use Case Examples

Example 1: Lead scoring and routing

What you want: Send different types of leads to different places based on how interested they seem.

Instructions:

Route contacts based on {{contact.lead_score}} and {{contact.company_type}}. 
High scores (over 80) go to sales immediately. 
Medium scores (40-80) go to email nurturing. 
Low scores (under 40) go to educational content first.
Enterprise companies always go to sales regardless of score.

Information:

We sell project management software. Lead scores range 0-100 based on email opens, website visits, and downloads. We work with small businesses and enterprises. Our sales team focuses on high-value prospects.

Branches you'd create

1.)Immediate Sales Contact

• Description: "High lead score (80+) or enterprise companies ready for sales outreach"

2.)Email Nurture Sequence

• Description: "Medium interest contacts (score 40-80) who need more nurturing"

3.)Educational Content

• Description: "Early-stage contacts (score under 40) who need to learn more about our solution"

Example 2: E-commerce follow-up

Instructions:

Look at {{contact.purchase_history}} and {{contact.last_order_value}}. First-time buyers get a welcome series. Repeat customers with high order values get VIP treatment. Customers who haven't bought in 90+ days get a win-back campaign.

Information:

We sell online products with average order values between $50-500. First-time customers need onboarding. High-value customers (over $300 orders) get special treatment. We want to re-engage customers who haven't purchased in 3+ months.

Tips for better results

Writing good instructions

1. Be specific: Use exact numbers when possible (like "over 60" instead of "high")
2. Use your data: Reference the contact fields you actually have
3. Think through scenarios: What should happen for different types of contacts?
4. Test with real contacts: See if the AI makes the decisions you expect

Adding helpful background info

1. Explain your business: What do you sell and to whom?
2. Define your numbers: What do your scores/ratings mean?
3. Mention constraints: How many leads can your team handle?
4. Describe your customers: What are the different types of people you work with?

Setting up branches

1. Use clear names: Make it obvious what each path does
2. Be specific in descriptions: Exactly when should someone go this way?
3. Cover all scenarios: Make sure you have paths for different situations
4. Keep it simple: Don't create too many branches - focus on the main scenarios

Frequently Asked Questions

How does the AI decide where to send someone?

The AI reads your instructions and looks at the contact's information (like their email engagement, company size, etc.), then picks the best branch based on what you told it to look for.

What if someone doesn't fit any of my branches?

They automatically go to the "Default Branch" so they don't get stuck. This branch is always there as a backup.

Can I change or delete the Default Branch?

No, the Default Branch is permanent. It's there to make sure every contact has somewhere to go.

What if the AI sends someone to the wrong place?

Look at your instructions and make them more specific. The clearer you are about what you want, the better decisions the AI will make.

Can I see where each contact went?

Yes, check your workflow's "Execution Logs" to see which path each contact took.

How many different paths can I create?

You can create several branches, but keep it reasonable. Too many options can make things confusing. Focus on your main scenarios.