Workflow Docs

AI

Answer with AI or summarize the conversation in a flow step.

The AI action runs a selected AI option against the current conversation context. The form is a single selector—no prompts or model fields in the workflow editor.

When to use

  • Let AI draft or send a reply (Answer With AI) mid-flow.
  • Produce a conversation summary for agents or downstream steps (Summarize Conversation).
  • Combine with Update Conversation (which can also enable summarize on conversation attributes).

Configuration

FieldWhat it doesWhen to use
Select an optionanswerWithAI or summarizeConversationPick the automation behavior
DescriptionCanvas noteExplain when this step runs

Options

LabelValueTypical use
Answer With AIanswerWithAIAutomated reply generation
Summarize ConversationsummarizeConversationShort summary for handoff or logging

Flow behavior

  • Input: Usually after a trigger or once enough messages exist.
  • Output: Single default edge to the next node.
  • AI capacity and instructions are governed by workspace AI settings in Pingmee, not this form.

Examples

Escalation summary

  1. After If / Else detects negative sentiment (or a keyword), add AISummarize Conversation.
  2. Connect to Task so an agent sees context.

Bot continues the thread

  1. Pingmee Trigger on new message.
  2. AIAnswer With AI.
  3. Optional Wait or human Update Conversation afterward.

On this page