Getting Started with AI Assistant

AI Assistant is your built-in automation expert within Siena. It helps you create and improve workflows through natural conversation, making automation building simple and intuitive.

In this article

• What is AI Assistant?
• Key features
• How to use AI Assistant
• Best practices
• Frequently asked questions

What is AI Assistant?

AI Assistant is a feature within Siena that helps you build and improve automations through conversation. Think of it as having a mini version of Siena dedicated to helping you create better workflows. Whether you're starting from scratch or improving existing automations, AI Assistant guides you through the process with no technical expertise required.

Key Features

Create New Automations

• Start with a simple description of what you want to achieve
• Get guided through the automation creation process
• Receive suggestions based on best practices
• Upload documents to automatically generate automations

Improve Existing Automations

• Get instant suggestions for improvement
• Analyze current automation performance
• Receive optimization recommendations
• Fix common issues automatically

Document Processing

• Upload process documents or PDFs
• Extract automation instructions automatically
• Convert written procedures into working automations
• Maintain accuracy while saving time

How to Use AI Assistant

Creating a New Automation

1. Navigate to your Automation Library
2. Click "Create New Automation"
3. Describe what you want to achieve in plain language, or use one of the prompts provided to help you get started
4. Follow AI Assistant's questions and suggestions
5. Review and approve the final automation

Improving Existing Automations

1. Open any existing automation
2. Click "Chat With AI & Playground"
3. Select one of the prompts to get started or type in any question you have in the text box below
4. Follow AI Assistant's questions and suggestions
5. Review suggested improvements
6. Accept or decline each suggestion
7. Save your updated automation

Using Document Upload

1. Start a new automation
2. Click the upload button
3. Select your process document
4. Review AI Assistant's interpretation
5. Refine and approve the suggested automation

Best Practices

When Creating New Automations

• Be specific about your goals
• Provide context about your use case
• Start with simple automations
• Test thoroughly before deployment

When Improving Automations

• Review suggestions carefully
• Consider the impact on existing workflows
• Test changes in a staging environment
• Document major improvements

For Best Results

• Keep process documents up to date
• Use clear, specific language
• Start simple and build complexity
• Regular review and optimization

Frequently Asked Questions

Q: Does AI Assistant require technical knowledge? A: No, AI Assistant is designed to be used by anyone, regardless of technical expertise. It guides you through the process using natural conversation.

Q: Can I edit AI Assistant's suggestions? A: Yes, you have full control over all suggestions. You can accept, reject, or modify any recommendations before implementing them.

Q: What types of documents can I upload? A: Currently, AI Assistant supports PDF and text documents. Image support is coming soon.

Q: Will AI Assistant affect my existing automations? A: No, AI Assistant only makes changes that you explicitly approve. Your existing automations remain unchanged unless you choose to improve them.

Q: How long does it take to create a new automation? A: Most simple automations can be created in minutes. More complex workflows might take longer but still significantly less time than manual creation.