Tribe AI is a conversational assistant built into Tribe that helps you create automations without manually navigating through menus and settings. Rather than configuring each condition and action yourself, you simply describe what you need in plain language and the assistant builds the configuration for you. This is particularly useful when you want to set up a new automation quickly, especially one with multiple conditions or actions. By following this guide, you will learn how to use Tribe AI to create automations efficiently and get the most out of the feature.
Note: Automations actively change data and trigger actions within your Tribe environment once enabled. Review each configuration carefully before saving, and test in a controlled setting where possible to avoid unintended changes to your data.
Table of Contents
What Does Tribe AI Do for Automations?
Who Can Use Tribe AI?
How Tribe AI Works
Step-by-Step Instructions
Where Is Tribe AI Displayed?
Prompting Best Practices
Frequently Asked Questions
Quick Summary
What Does Tribe AI Do for Automations?
Tribe AI uses conversational artificial intelligence to help you create new automations in Tribe. Instead of manually navigating through menus and configuring each condition and action one by one, you describe the automation you need in plain language. The assistant asks clarifying questions to ensure accuracy, then generates the automation configuration based on your requirements.
When creating an automation, Tribe AI can help you:
Define the trigger conditions for the automation
Set the actions that follow when those conditions are met
Refine the automation through follow-up conversation before saving it
Tribe AI also supports the Field Picker, helping you locate the correct field path when selecting fields for your automation.
Tribe AI supports all languages, so you can prompt in your preferred language.
Who Can Use Tribe AI?
Tribe AI is available to users who have permission to create and manage automations within their Tribe environment. This includes administrators and any role with access to configuration features. If you are unsure whether your role includes these permissions, contact your Tribe administrator.
How Tribe AI Works
Understanding how Tribe AI operates helps you get consistent, accurate results.
Context-aware assistance: Tribe AI works within the specific area you are configuring. When creating an automation, always start Tribe AI from the Automations tab. This ensures the assistant has the correct context to build the right configuration.
Creating new automations only: Tribe AI is designed to build new automations from scratch. Once an automation is created, you can edit and refine it manually using Tribe's standard editing tools. The assistant cannot edit an existing automation.
Conversational refinement: While the chat window remains open, you can continue the conversation to adjust the automation. Request additional conditions, modify actions, or change settings until you are satisfied. The automation is only saved when you click Create Automation.
Intelligent responses: Because Tribe AI uses advanced artificial intelligence, similar prompts may produce slightly different suggestions. This is normal and allows you to explore different approaches to building the same automation.
Step-by-Step Instructions
Creating an Automation with Tribe AI
Navigate to the area where you want to create an automation, for example Sales Opportunities.
Enable configuration mode by clicking the gear icon.
Select the Automations tab, then click the Tribe AI button.
Describe the automation you want to create in the chat box. For example, "Create an automation that sends a notification when a sales opportunity value exceeds €10,000."
Answer any clarifying questions the assistant asks to help it build an accurate configuration.
Review the suggested automation in the preview. Continue the conversation to request changes, such as "Add a condition for opportunities created this quarter" or "Change the action to assign the opportunity to a specific account manager."
When satisfied with the configuration, click Create Automation.
Your new automation will be added to your automations list. You can edit it manually at any time after creation.
Note: Tribe AI must be used from the Automations tab. Starting Tribe AI outside the Automations tab may result in the assistant not having the correct context to build your automation.
Did you know? You can speak to Tribe AI instead of typing. Click the record icon in the chat window to ask your question aloud.
Using Tribe AI in the Field Picker
When selecting fields for your automation, Tribe AI can help you locate the correct field path without having to navigate the data model manually.
Open the Field Picker and click the Tribe AI button.
Describe the field you need. For example, "I need the visiting city of the organisation."
Answer any clarifying questions the assistant asks.
Tribe AI will navigate the data model and identify the correct field path automatically.
Confirm the selection by clicking on it, or request a different field if the suggestion is not correct.
Where Is Tribe AI Displayed?
Tribe AI is accessible in the following locations:
Automations tab in configuration mode: The Tribe AI button appears on the Automations tab when configuration mode is enabled. Use this to create new automations directly from the area you are working in.
Dashboards in configuration mode: On dashboards such as Sales or Projects, enable configuration mode to access Tribe AI. From here, you can use Tribe AI to create new automations.
Field Picker: Whenever the Field Picker is open — for example, when adding conditions or defining actions — the Tribe AI button is available to help you find the correct field.
Prompting Best Practices
Following these guidelines will help you get accurate, useful results from Tribe AI.
Be specific and explicit. Provide clear details about what you want. Rather than "Notify me about opportunities," say "Send a notification when a sales opportunity with a value greater than €10,000 is created in Q4 2025."
Use exact dates and values. Avoid vague terms such as "recent" or "last year." Specify exact date ranges, for example "from 1st January to 31st March 2026" or "Q1 2026."
Reference field names when possible. If you know the exact field name in Tribe, include it in your prompt. "Trigger when Account Manager equals John Smith" is clearer than "Trigger when it is my opportunity."
Expect clarifying questions. Tribe AI will ask questions to ensure accuracy. This is a normal part of the process. Answer each question clearly and specifically.
Continue the conversation. If the initial suggestion is not quite right, keep refining it. Request changes such as "Add another condition for the opportunity stage" or "Change the action to send an email instead." Iterate until you are satisfied.
Break complex requests into steps. For automations with many conditions or actions, describe your requirements in stages rather than all at once. If the result is not right, ask for one change at a time rather than starting over.
Manual editing is always available. Once Tribe AI creates your automation, you can modify it using Tribe's standard editing tools. The AI output is a starting point, not a final constraint.
Frequently Asked Questions
Can I use Tribe AI to edit an existing automation?
Can I use Tribe AI to edit an existing automation?
No. Tribe AI is designed to create new automations only. Once an automation has been created, edit it manually using Tribe's standard editing tools.
Why is Tribe AI not responding to my request?
Why is Tribe AI not responding to my request?
Ensure you are on the Automations tab before starting Tribe AI. The assistant requires the correct tab context to build an accurate automation configuration.
Can I continue making changes after Tribe AI suggests a configuration?
Can I continue making changes after Tribe AI suggests a configuration?
Yes. Whilst the chat window is open, continue the conversation to request adjustments. The automation is only saved when you click Create Automation.
What happens if Tribe AI does not understand my request?
What happens if Tribe AI does not understand my request?
Tribe AI will ask clarifying questions. Answer these with specific details such as exact field names, date ranges, or values. If you are still not getting the right result, try rephrasing your request with more precise information.
Can I use Tribe AI in my own language?
Can I use Tribe AI in my own language?
Yes. Tribe AI supports all languages. Describe your request in your preferred language and the assistant will understand and respond accordingly.
Why do I get different results when asking the same question twice?
Why do I get different results when asking the same question twice?
Tribe AI uses advanced artificial intelligence that interprets requests contextually. Similar prompts may produce slightly different suggestions, which allows you to explore different approaches. For more consistent results, use the same wording and exact field names in your prompts.
Can Tribe AI answer general questions about Tribe?
Can Tribe AI answer general questions about Tribe?
No. Tribe AI is specifically trained to help you create automations. For other support needs, please refer to the Help Centre.
What should I do if Tribe AI creates an incorrect automation?
What should I do if Tribe AI creates an incorrect automation?
Continue the conversation and ask Tribe AI to correct the issue. For example, "Remove that condition" or "Change the action to notify a different user." If you have already saved the automation, edit it manually using Tribe's standard editing tools.
Quick Summary
Tribe AI allows you to create automations in Tribe by describing what you need in plain language, removing the need to navigate configuration menus manually. The assistant refines the automation through conversation before saving, and the Field Picker integration makes selecting the correct fields straightforward. Once an automation is created, it can be edited at any time using Tribe's standard editing tools.