Interact Workflow Assistant

Estimated reading: 2 minutes

Interact Workflow Assistant is designed to simplify how you build Interact workflows. Instead of manually creating each activity, configuring JSON structures, and mapping fields, this feature generates the entire flowchart for you. By selecting the target queue and the operation you want to perform, AI Interact automatically creates the underlying activities, prepares the JSON input/output structure, and sets up the field requirements needed to read, process, or update data within Interact.

This feature significantly reduces manual effort, minimizes configuration errors, and accelerates the development of Interact-based automations, making it easier even for users to build consistent and reliable workflows.

How to use this feature:

Important:

Ensure the Robility Copilot integration is activated. Interact Workflow Assistant is available only when Copilot is enabled.

1. Select VB.NET and Interact Workflow Assistant option.
2. Choose the Interact workflow assistant
3. It checks whether the Interact package is already installed in your project.

a. If installed, it proceeds.
b. If not, it automatically installs and configures the required package, ensuring no manual setup is needed.

4. You will receive AI-assisted prompts to select:

a. The queue you want to work with, and
b. The action/activity you wish to automate (e.g., fetch data, update data, create a new record, etc.).
Based on your selection, AI Interact understands what type of flowchart and data mappings are needed.

5. Click “Create Workflow” and it generates a complete flowchart that includes:

a. The required Interact activities
b. Pre-configured JSON input/output schemas
c. Hardcoded field names
d. Property mappings
e. Auto-generated variables to store and retrieve output data

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