How-to guides

Short, task-focused recipes. Each one gets a specific job done from start to finish. If you're new to AI Studio, read Concepts first.

Start flows from your tools

• Save form responses to Tables: add a Tables record for every form response.
• Add form responses to CRM: create or update a CRM contact for every form response, without duplicates.

Work with AI

• Draft a reply with AI: write text with an AI model, or get structured answers to branch on.
• Answer questions from your knowledge base: suggest answers to LiveChat messages from your Knowledge Base articles.
• Summarize LiveChat conversations: add an AI summary to each conversation when it closes.

Connect to other services

• Call an external API: send requests with the HTTP node and use the response.
• Connect a credential: save an API key or sign-in once and reuse it.
• Send a notification: post to Slack, message on LINE, or send an email when something happens.

Branch, repeat and wait

• Branch on a condition: send each run down a different route.
• Loop over a list of items: run the same steps for each item.
• Delay a step: wait for a time, or until a date.
• Pause until someone responds: wait for an approval or another system.
• Call a subflow: reuse steps across flows.

Work with data

• Transform data between steps: reshape data with expressions, Formatter, Filter or Code.
• Reuse code with Functions: save JavaScript once and call it from any flow.
• Work with files: import a CSV, email a report, or make a PDF.
• Share values between flows: save values with the Variables node.

Troubleshoot

• Handle errors and retries: keep a flow going when a step fails, and retry flaky requests.
• Debug a failed execution: find which step failed and why.