What are the steps?
- Open Assistant. Your organization must enable it before you can send questions.
- Start a conversation. Choose a portal and record type when you want a rule using that portal’s real field names; leave them empty for usage help.
- Ask a concrete question and read the proposed answer or rule/article draft.
- Review a suggestion, choose its visibility and save it as a draft. Open the editor to improve and test it before publishing.
What does it look like in practice?
- Example
“Help me write a rule for a deal without a next step, with a short example of what to write.”