How can I use AI features in WupSales workflows?

WupSales includes powerful AI features powered by multiple AI providers including OpenAI, Claude, Gemini, and DeepSeek.

Available AI Features:

1. AI Content Generation in Workflows

Generate dynamic content for:

2. AI Image Generation

Create images using DALL-E or Gemini:

3. AI-Powered Chatbots

Build intelligent customer service chatbots:

Setting Up AI Features:

Step 1: Configure AI Provider

  1. Go to AI Copilot → Settings → API
  2. Choose your AI provider:
    • OpenAI: GPT-4, GPT-4o, DALL-E 3
    • Claude: Claude 4 Sonnet, Claude 4 Opus
    • Gemini: Gemini 2.0 Flash, Gemini Pro
    • DeepSeek: DeepSeek Chat
    • Perplexity: Sonar, Sonar Pro
  3. Enter API key
  4. Test connection

Step 2: Create AI Workflow

  1. Go to AI Copilot → Workflow
  2. Create new workflow
  3. Add trigger (e.g., “New order completed”)
  4. Add “AI Generate Text” action block
  5. Configure prompt with variables:
    Write a thank you email for {{customer_name}} who just purchased {{product_name}} for {{order_total}}. Mention they earned {{points_earned}} points.
  6. Add “Send Email” action with AI-generated content
  7. Publish workflow

AI Workflow Examples:

Personalized Tier Upgrade Email:

Trigger: Customer tier changed to Gold
Action 1: AI Generate - "Write a congratulatory email for {{customer_name}} reaching Gold tier. Highlight their {{lifetime_spend}} spent and new benefits."
Action 2: Send Email with generated content

Product Review Response:

Trigger: New product review submitted
Condition: Rating >= 4 stars
Action 1: AI Generate - "Write a grateful response to this review: {{review_content}}"
Action 2: Post comment with generated response

AI Models Comparison:

Provider Best For Speed Cost
GPT-4o General purpose, balanced quality Fast $$
Claude 4 Sonnet Long-form content, nuanced writing Medium $$
Gemini 2.0 Fast responses, Google integrations Very Fast $
DeepSeek Technical content, code Fast $

Pro Tip: Test different AI models with the same prompt to find which works best for your use case!