What it is
Every workflow in your TraxionLab account has a built-in AI assistant with a Chat tab. It already answered questions like "how is this workflow doing?" As of this week it can also trace a contact, follow them across workflows, explain what changed, and compare or report. This is the most useful thing to land in automations in a while, because "what happened to this lead?" is the question we hear most. Now you can answer it yourself in about 30 seconds.
Trace one contact
Ask about a named contact and you get their latest run, step by step. Click See contact path and the workflow opens with their route highlighted. If they went through more than once, it tells you which run you're looking at.
Follow them everywhere
See which workflows they entered, how many times, how each run ended, and whether they're in one right now.
Explain what changed
It shows who edited the workflow and what changed between versions. Ask whether an edit caused a problem and it answers with how sure it is: "Direct cause," "Lines up," or "Can't tell."
Compare and report
Put two workflows head to head, rank your workflows by completion rate, or ask for a PDF you can download.
Who it's for
Anyone with a follow-up workflow running: new-lead texts, missed-call text-back, appointment reminders, review requests. It's most useful once you have more than two or three workflows and more than one person editing them, which is most Growth and Partner accounts.
- New-lead texts
- Missed-call text-back
- Appointment reminders
- Review requests
- Teams with more than one editor
Set it up in TraxionLab
There's nothing to turn on. Anything marked Check in your account is a spot where your screen may look a little different. If you can't find it, reply to our email and we'll walk you through it.
Part 1 · Open the assistant
Log in at app.traxionlab.com and go to Automation → Workflows.
Open the workflow you have a question about.
Click the purple sparkle icon, the last one in the left icon bar. Hover and it says Workflow AI. The panel opens on a Build / Chat toggle, with Build selected. Click Chat.
Part 2 · Ask about a customer
Type a question that names the person by email, phone, or name. For example: "Show me the path jane@example.com took through this workflow," or "Show me the journey of jane@example.com across all the workflows."
Read the step-by-step answer. Click See contact path to open that contact's Execution Logs in a new tab, with their route highlighted in green.
Part 3 · Check what changed, or get a report
If a workflow suddenly started acting up, ask: "Compare the last 10 versions of this workflow. Did a change cause this?"
For a contact report, ask for a PDF. For example: "Give me a report of jane@yourbusiness.com's journey across my workflows as a PDF." The PDF summarizes that contact's last 30 days: which workflows they went through, their entry and exit times, each step on their path, and recommendations. Then click Download PDF on the card under the answer.
A real-world example
An HVAC company and the missing reminder
A homeowner calls, annoyed that nobody reminded her about her tune-up. The office manager opens the reminder workflow and asks what happened, then checks every other workflow she's in before calling her back.
Ask
The office manager opens the reminder workflow and asks, "Show me the path she took through this workflow."
See why
The answer shows she entered, then stopped at the text step because her number had opted out of texts months earlier.
Look wider
The manager asks, "Show me her journey across all the workflows," and sees she's sitting in a review request that will fire tomorrow.
Call back
The manager removes her from it, adds a note, and calls her back with a real answer instead of "let me look into it."
Tips from our team
- Ask with an email or phone number, not just a first name. You'll get the right person on the first try.
- Check versions before you blame the software. Most "it suddenly stopped working" problems turn out to be an edit. Ask which version changed and who changed it.
- Use the leaderboard once a month. Ask it to rank your workflows by completion rate. The one at the bottom is usually the one quietly losing you leads.
- Treat "Can't tell" as an honest answer. When it isn't sure an edit caused the problem, it says so. Send us the question and we'll dig in.
FAQ
Your quick win this week
Ask about one customer
Open a workflow, ask what happened to one person, and click See contact path. If you can't find the assistant, reply to our email and we'll walk you through it.
Works best alongside
The assistant lives on each workflow under Automation.