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SMBcrm Workflows Updates Clearer AI Actions and New Conversation AI Category

· 2 min read
SMBcrm Team
SMBcrm Team
Product Team

What’s New in SMBcrm Workflows​

We’ve renamed and reorganized AI-related workflow actions to make them easier to find, understand, and use.

AI Actions category (updated names)​

All AI-powered actions previously grouped under the “Workflow AI” category are now consolidated under a clearer “AI Actions” category, with simplified names:

  • AI Translate (formerly “Workflow AI - Translate content”)
  • AI Summarize (formerly “Workflow AI - Summarize Text”)
  • AI Intent Detection (formerly “Workflow AI - Intent Detection”)
  • AI Decision Maker (formerly “Workflow AI - Decision Maker”)

Screenshot 2025-12-29 at 10

Conversation AI category (new grouping)​

Workflow actions that were previously labeled as “AI Actions” but relate specifically to conversation-focused AI have been moved into a dedicated Conversation AI category for better organization.

Why This Update Was Made​

As more AI capabilities have been added to workflows, it became harder to tell which AI actions applied to general workflow automation versus conversation-focused AI tools. This update improves the “mental model” inside the workflow builder by separating these functions into clearer categories with more direct names.

The goal is simple: less time searching through action lists and fewer mistakes when selecting the right AI tool for a workflow step.

What You Need to Know​

  • No action is required on your part
  • Existing workflows will continue to run normally
  • Only action names and categories have changed to improve clarity and navigation

If you’d like help reviewing your automation setup or planning new AI-assisted workflows, visit our team at Support or Contact Us.