Smart Workflows Documentation
Getting Started
Follow these steps to get Smart Workflows up and running.
Install Prerequisites
Ensure AI Suite Core 3.0+ is installed and configured with an AI provider. Then upload and activate Smart Workflows via Setup > Modules.
Browse Templates
Open Smart Workflows from the sidebar. The Templates tab shows 10 ready-made workflows across 4 categories. Click "Use Now" to deploy instantly, or "Customize first..." to adjust via AI Interview.
Use the AI Assistant
Switch to the AI Assistant tab and describe what you want to automate. The AI will guide you through trigger selection, conditions, and actions step by step.
Configure Privacy Shield
Click the Privacy Shield badge to choose your data protection mode. Strict mode ensures no personal data is sent to the AI provider — recommended for GDPR compliance.
Download Diagnostics Report
If you need support, go to the module admin page and click the "Download Diagnostics" link. This generates a JSON file with system info, PHP version, installed modules, and recent errors (secrets are automatically redacted). Upload this file when creating a support ticket at custom-perfexcrm.com/support/ for faster troubleshooting.