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Mango9

AI Builder

Describe the automation you want, then review the generated draft before using it.

In the CRM: Workflows → AI Builder

Reviewed against the CRM source on October 10, 2026. Availability depends on your role, account and connection setup.

Give the assistant a concrete request

Include the starting event, the contact or group involved, the desired action and any waiting period. For example: “When a lead is imported, create a follow-up task for an eligible agent for tomorrow.”

Ask for a small draft first. The assistant cannot supply a missing provider account, invent a valid sender or turn an unavailable trigger into a working one.

Review before activation

  1. Check that the proposed trigger is available in the current trigger list.
  2. Open every action and choose real templates, groups, recipients and assistants from your account.
  3. Review condition skips and delays in order. Remove unsupported webhook steps.
  4. Save as Draft and test with one contact you control.
  5. Read the job result and verify the actual task, contact change or delivery status before activation.

If the draft cannot be saved

Correct the named field or missing reference in the visual builder. Refresh if an account, template or workflow changed while the assistant was generating.

If AI generation is unavailable, use Create Workflow to build the same supported steps manually. A generated plan is a suggestion, not proof that execution is ready.