What Are Ask AI Templates?
Ask AI Templates are guided, pre-built workflows that walk you through common operational tasks step-by-step. Instead of executing manual clicks across multiple menus, you select a template, and Ask AI prompts you for necessary parameters to execute the workflow on your behalf. The system includes over 90 templates spanning core operations, including communication setup, CRM tracking, payment gateways, and AI agent configuration.
Key Benefits of Ask AI Templates
Faster Multi-Step Execution: Complete intake forms, booking configurations, and campaign setups within a single conversational flow.
Reduced Training Requirements: New team members can complete setup tasks by following guided prompts without needing to memorize platform navigation menus.
Categorized Workflow Library: Workflows are organized into dedicated categories (Communication, CRM, Commerce & Payments, AI Agents, Integrations, Social Media, Sales, Marketing) for quick discovery.
Context-Aware Scoping: The template library automatically filters based on your working context, showing location-level workflows when inside an account view and company-level workflows.
Permission-Aware Visibility: Templates automatically respect user role permissions. If a user role lacks access to a feature (such as Calendars or Invoices), related templates stay hidden.
Context-Aware Template Filtering
Ask AI Templates dynamically adjust based on your current account location and assigned user permissions.
Account-Level Templates
When working inside a specific account, Ask AI displays templates for location-level operations. These include managing contacts, creating marketing campaigns, booking appointments, issuing invoices, and connecting messaging channels.
Role Permission Filtering
Templates enforce platform security settings. If a user role has read-only access or no permission for a feature (e.g., Calendars), related templates remain hidden from the library until write access is granted.
Available Template Categories
Ask AI Templates mirror day-to-day platform workflows. Key categories include:
Communication: Connect channels (Facebook Messenger, Instagram DM, SMS) and launch messaging campaigns.
CRM: Manage contacts, construct sales pipelines, and track deals.
Commerce & Payments: Configure booking calendars, connect payment gateways, and issue customer invoices.
AI Agents: Deploy Voice AI, Conversation AI, and Reputation management bots.
Integrations: Link third-party channels such as Facebook Lead Ads and Social Planner accounts.
Social Media: Schedule and publish content across connected social channels.
Sales & Marketing: Build pipelines, launch campaigns, and setup lead capture flows.
How to Use an Ask AI Template
Open Ask AI from the main menu.
2. Click Templates in the Ask AI sidebar to view the workflow catalog.
3. Select a category tab or type keywords in the search bar to filter available templates.
4. Select a template card to launch the guided prompt sequence.
5. Provide the required parameters (such as contact lists, dates, or message text) when prompted by Ask AI.
6. Review the summary generated by Ask AI, then select Confirm to execute the workflow.
Common Issues and Fixes
Expected Templates Are Not Visible
Cause: Your assigned user permissions do not include access to the underlying platform feature, or you are in the wrong view context.
Fix: Verify whether you are in the correct account. If the issue persists, request that your account administrator upgrade your role permissions for the specific feature.
Template Stops Responding Mid-Workflow
Cause: Session timeout or lost network connection.
Fix: Exit the conversation. Confirmed steps will remain saved in your account. Re-open Ask AI and select the template again to restart the guided sequence.
FAQ
Can I edit or customize an Ask AI Template structure?
Template structures are fixed workflows, but all data inputs (names, parameters, message copy, dates) are fully customizable during the guided conversation.
What happens if I exit a template before completing all steps?
Any configuration step that was explicitly confirmed before exiting will remain saved in your account. Unconfirmed steps will not execute.