Quick start
- Navigate to Automation inside your dashboard and click on Workflows.
- Create a brand new workflow from scratch or open an existing one that needs a massive upgrade.
Follow the detailed steps below to complete the setup.
You just got off a massive onboarding call with a new commercial roofing client. You mapped out the perfect lead nurture sequence on a whiteboard. You know exactly what the triggers, time delays, and automated text messages need to be.
Then you sit down at your computer. You start dragging and dropping boxes. You click into a menu to set a delay. You click into another menu to add a tag. Suddenly, an hour has completely vanished. Your wrist hurts, and you still have three more workflows to build before you can even launch the campaign. Building automations manually is a massive bottleneck for your agency.
You should be able to just speak your ideas and watch them build themselves. HighLevel just made that a reality with Voice Dictation in the AI Builder and AI Assistant. You can now build and modify entire workflows using natural speech in any language. Let us get you building at the speed of sound.
Part 1: Access the Workflow Engine
Ready to streamline this? Here is exactly how to do it in 60 seconds:
- Navigate to Automation inside your dashboard and click on Workflows.
- Create a brand new workflow from scratch or open an existing one that needs a massive upgrade.
Part 2: Dictate Your Automation Logic
It is time to stop typing and start talking.
- Locate the AI Builder prompt box directly above the Add Trigger button.
- Click the microphone icon. Make sure to grant your browser microphone permissions if a popup asks for it.
- Speak your workflow idea naturally. Tell it exactly what triggers and actions you want. For example, tell it to insert an SMS reminder before an appointment or add a two-hour delay after a form submission.
- Click Stop when you are done speaking, or simply wait for the system to auto-stop.
Part 3: Review and Refine with the Assistant
Your workflow will automatically appear on the canvas. Now we polish it.
- Review the generated workflow. You can manually edit the triggers, actions, and conditions just like a normal build.
- If you want to keep modifying things hands-free, use the in-builder AI Assistant. Speak your requests directly into the chat to add steps incrementally or ask configuration questions.
- Click Save and Publish to push your fully functioning automation live.
Stop wasting profitable hours dragging boxes around a screen and start speaking your next big campaign into existence.
Frequently Asked Questions
How do I access the Workflow Engine?
Ready to streamline this? Here is exactly how to do it in 60 seconds: Navigate to Automation inside your dashboard and click on Workflows. Create a brand new workflow from scratch or open an existing one that needs a massive upgrade.
What should I know about dictate Your Automation Logic?
It is time to stop typing and start talking. Locate the AI Builder prompt box directly above the Add Trigger button. Click the microphone icon. Make sure to grant your browser microphone permissions if a popup asks for it. Speak your workflow idea naturally. Tell it exactly what triggers and actions you want. For example, tell it to insert an SMS reminder before an appointment or add a two-hour delay after a form submission. Click Stop when you are done speaking, or simply wait for the system to auto-stop.
How do I review and Refine with the Assistant?
Your workflow will automatically appear on the canvas. Now we polish it. Review the generated workflow. You can manually edit the triggers, actions, and conditions just like a normal build. If you want to keep modifying things hands-free, use the in-builder AI Assistant. Speak your requests directly into the chat to add steps incrementally or ask configuration questions. Click Save and Publish to push your fully functioning automation live. Stop wasting profitable hours dragging boxes around a screen and start speaking your next big campaign into existence.
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