How to Use AI Conditions in eGrow Automations

The AI Condition feature in eGrow allows you to create smarter automations by asking the AI a question (prompt) about your data. Based on the AI's answer, a condition is evaluated, and the automation moves forward depending on the result. This is particularly useful for tasks like managing duplicate orders, customer follow-ups, or workflow optimization.

Example: Automatically Moving Duplicate Orders to a Specific Stage

In this example, we’ll create an automation that detects duplicated orders (orders with the same products from the same customer within the same day) and moves them to a designated stage (e.g., “Duplicate / Canceled”).

Step 1: Create an Automation Trigger

1. Navigate to Automations in your eGrow dashboard.

2. Click Create New Automation.

3. Choose the Order Trigger and select Order created.

   This ensures the automation starts whenever a new order is created.

Step 2: Add an AI Condition

1. Click Add Condition and select AI Condition.

2. In the Prompt field, enter a question or instruction for the AI. For example:

   Check if the customer has another order with the same products within the same day.
   

3. Add the relevant Data fields that the AI should analyze:

   • Customer

   • Products

   • Purchase History

   • Team History

   • Conversations

   • Shipping Tracking

4. The AI will analyze the data and evaluate whether the condition is met.

Step 3: Define the Action Based on the AI Condition

1. Add an Action after the AI Condition.

2. Choose Update order stage action.

3. Select the stage to move the order to if it meets the condition, for example:

   Duplicate (Canceled)
   

Step 4: Save and Activate the Automation

1. Review the automation to ensure the trigger, AI condition, and action are correctly set.

   

   Click Save and Activate.

2. From now on, any new order that matches the duplicate criteria will automatically be moved to the selected stage.

Tips for Using AI Conditions

• Use clear and specific prompts for the AI to ensure accurate evaluations.

• Combine AI Conditions with other automation steps for more complex workflows.

• Test your automation with sample orders before applying it to live data.

This setup saves time and ensures duplicated orders are automatically handled, reducing errors and improving workflow efficiency.