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Wizflow’s AI Assistant is your intelligent workflow companion, purpose-built for financial services professionals. Whether you’re creating complex onboarding flows, compliance questionnaires, or customer support workflows, the AI Assistant helps you build faster, optimize smarter, and maintain better.

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What Can the AI Assistant Do?

The AI Assistant provides comprehensive support across your entire workflow development process: Workflow Creation & Design
  • Generate complete chatflows from simple descriptions
  • Suggest optimal question sequences and branching logic
  • Recommend compliance-ready templates for banking, insurance, and mortgage workflows
Content Enhancement
  • Transform brief ideas into detailed, professional prompts
  • Generate customer-friendly question text and help descriptions
  • Create contextually appropriate email templates and notifications
Optimization & Improvement
  • Analyze existing flows for efficiency improvements
  • Suggest ways to reduce customer drop-off rates
  • Recommend best practices for financial service workflows
Expert Guidance
  • Answer questions about Wizflow features and capabilities
  • Provide industry-specific compliance guidance
  • Offer troubleshooting support and solutions

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Getting Started

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Invoking the Assistant

Start any conversation with the AI Assistant using these commands:

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Common Use Cases

Explain Platform Features:
Get Workflow Suggestions:
Request Best Practices:
Brainstorm Ideas:

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Key AI Features

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Prompt Enhancer

Transform simple keywords into detailed, professional prompts with Ctrl + E. Perfect for creating question text, image prompts, and email templates that maintain consistency with your brand voice.

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Chat Interface

Natural conversation with the AI Assistant for real-time help, suggestions, and guidance throughout your workflow development process.

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Smart Context Awareness

The Assistant understands your workflow context, analyzing existing content to provide relevant, consistent suggestions that match your flow’s tone and structure.

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Asset Generation

The Assistant can make images, email templates and PDF templates, and connect them to the triggers in your flow.

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Plans for Big Builds

When a request has several parts that depend on each other, such as collecting a customer’s housing, pension and investments, computing figures from them and emailing a summary, the Assistant writes a plan before it starts. The plan shows as a checklist in the builder, and each step is ticked off as the Assistant finishes it, so you can follow a long build and see what is left.

The Assistant working through its plan on a multi-part flow

Small edits skip the plan. To get one anyway, ask the Assistant to make a plan first.

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Why Use the AI Assistant?

Faster Development
  • Reduce workflow creation time from hours to minutes
  • Generate professional content with minimal input
  • Eliminate writer’s block with intelligent suggestions
Better Compliance
  • Built-in knowledge of financial service regulations
  • Compliance-ready templates and question structures
  • Guidance on AML, GDPR, and industry-specific requirements
Improved User Experience
  • Customer-friendly language and question flow
  • Optimized conversion paths based on best practices
  • Reduced abandonment through better design
Enhanced Productivity
  • Focus on strategy while AI handles detailed implementation
  • Consistent quality across all your workflows
  • Intelligent troubleshooting and optimization suggestions

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Next Steps

Ready to dive deeper? Explore the specific AI features: