Before You Start
Confirm the following items before initiating workflow generation in Ask AI:
An active Kyrios account session with permissions to view and edit the Workflow & Automation System.
Verified trigger and action specifications for your intended automation sequence.
Access to the Workflow Builder for subsequent testing and publishing operations.
Step 1: Open Ask AI and Submit Your Workflow Prompt
Start a new chat inside Ask AI and enter a clear description of the automation sequence you want to generate.
Open the Ask AI interface and start a new chat.
In the text composer field, type a plain-language prompt outlining your intended trigger and subsequent actions.
Example prompt: "Create a workflow that sends an email when someone submits a form, notifies my team, and creates a task to call the contact."
Send the message to Ask AI.
Step 2: Inspect the Live Workflow Preview
Ask AI displays the generated automation directly within an interactive, view-only preview panel.
Locate the workflow canvas displayed in the right pane of the Ask AI window.
Click any individual trigger node or action step on the canvas to review its preliminary settings and properties.
Verify the sequence matches your intended process flow.
Step 3: Refine the Workflow Structure Using Follow-Up Prompts
Modify steps, insert delays, or add additional triggers by continuing the conversation directly within the chat panel.
Enter your specific modification into the Ask AI composer.
Example prompt: "Wait 2 hours after the form submission before sending the email to the contact"
Submit your message.
Review the updated preview panel to confirm the new logic path or delay step appears in the correct position.
Step 4: Open and Publish in the Workflow Builder
Transfer the finalized preview into the native Workflow Builder to complete configuration, run functional tests, and deploy the automation.
Click the Open in automation to edit button located at the bottom of the preview panel.
Make any required manual adjustments to node templates, assignees, or conditional branches.
Run test executions using the built-in test tools to confirm execution logic.
Set the workflow status toggle from Draft to Publish to deploy the automation across your account.
How to Create Workflows via Ask AI on WhatsApp
You can initiate and generate Kyrios workflow drafts from mobile devices using Ask AI on WhatsApp. This interface accepts standard conversational prompts to generate draft automations remotely. Once Ask AI builds the automation, log in to your Kyrios desktop account, navigate to the Workflow Builder, and complete manual testing before publishing.
Common Issues and Fixes
Unable to Click and Edit Nodes Inside the Preview Panel
Cause: The Ask AI preview canvas operates strictly in view-only mode and does not support manual field editing or block configuration.
Fix: Click Open in automation to edit at the bottom of the canvas to open the draft in the full Workflow Builder, where manual edits are supported.
Follow-Up Edit Does Not Place Step in the Correct Sequence
Cause: The follow-up conversational prompt omitted relative placement context.
Fix: Submit a follow-up prompt specifying the exact location relative to existing nodes (e.g., "Insert a wait step of 15 minutes directly before the internal notification action").
Workflow Does Not Fire After Creation
Cause: All workflows generated by Ask AI remain in draft status by default.
Fix: Open the workflow in the Workflow Builder, test the execution path, and toggle the status control from Draft to Publish.
FAQ
Can I manually edit triggers and actions inside the Ask AI preview panel?
No. The preview panel supports conversational adjustments through chat prompts, but direct manual editing is only supported after clicking Open in automation to edit to launch the Workflow Builder.
Are workflows created in Ask AI published automatically?
No. Ask AI saves all generated automations as drafts to ensure you can verify configurations and test execution logic before setting the workflow to publish.
Can I create Kyrios workflows using WhatsApp?
Yes. Ask AI on WhatsApp accepts conversational workflow creation prompts and generates draft automations that sync to your account for subsequent builder testing and publishing.