Improve an existing flow with AI
Open the flow and describe one desired result. Before applying it, review which nodes the AI will add, change or remove.
Open the flow and describe one desired result. Before applying it, review which nodes the AI will add, change or remove. After applying the change, validate the flow and confirm the intended path in the simulator.
Before you start
- The correct flow to edit
- Permission to change the flow
Step by step
Open Flow Builder → AI panel
Go to Flow Builder → AI panel from the main menu. Confirm that the selected record matches the task you are about to complete.
Improve an existing flow with AI
Open the flow and describe one desired result. Before applying it, review which nodes the AI will add, change or remove.
Check the result
After applying the change, validate the flow and confirm the intended path in the simulator.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
