Use AI steps in workflows

Workflows can now think for themselves. Add an AI step to generate text on the fly, such as a meeting summary or a draft follow-up email, and reuse that text in later steps. You can also start a workflow the moment a visitor becomes a lead in your website chat widget.

These steps run on meetergo's EU-hosted AI, so no workflow data leaves the European Union. If you are new to workflows, start with the Workflows overview.

Add an AI step

1. Open or create a workflow in Workflows.
2. Add a new action and choose AI step.
3. Fill in two fields:
   • Prompt: what you want the AI to write. Reference context from the workflow with tags like {{Transcript}} or {{Summary}}.
   • Output name: a short name for the result, for example summary.
4. Click outside the field to save. The step saves automatically.

Example

A prompt like this:

Summarise this meeting and draft a follow-up email. Transcript: {{Transcript}}

with the output name followup produces text you can drop into any later step.

Use the AI output in later steps

Once your AI step has an output name, reference it in any step that comes after it using {{ai.<name>}}.

For example, if your output name is summary, a later email step can include {{ai.summary}} in its body, and the workflow fills in the generated text when it runs.

Trigger a workflow from a captured lead

Workflows can now react to your website chat. The When a website-chat lead is captured trigger fires the moment a visitor is captured as a lead by your Mira website widget.

Use it to:

• Send the new lead a welcome or follow-up email
• Notify your team that a lead came in
• Create a task or a note to follow up

Because the lead's details are captured in the chat, you can address the email to the lead contact, the visitor who just chatted with you.

Put it together

Combine the two: trigger a workflow when a lead is captured, add an AI step that drafts a personal reply from the chat context, and send that draft to the lead, all automatically.

Related articles

• Workflows overview
• Add Mira chat to your website
• Meet Mira, your AI assistant