While editing actions on a component in the Builder, a Method AI chat window will be available on the right where you can ask the Method to explain an existing action set, or how to build an action set.
It will be able to explain the actions in context of the screen, as well as debug potential problems.
To use, open up any event with an action set, and Method AI should appear on the right hand side.
❗️Remember: AI can make mistakes. Review before applying changes.
Prompt Tips
When adding a new action, say where the step goes:
“at the end of the action set”
“First thing:”
“after step 2”
Despite that last example, best practice is to name the step by what it does, not its liine number. Numbers shift after steps are added.
Quote the exact message and title.
To remove a step, name it by its title.
Ask before you build: “What does step 3 do?” changes nothing.
Always review! Especially any step that updates or deletes records.
Example Ask Prompts
By default, Method AI will be set to Ask mode. Here are some prompts to try.
Task | Prompt |
Ask what a step does | What does step 3 do? |
Ask which fields the action set changes | Which fields does this action set change? |
Ask whether anything deletes records | Does anything in this action set delete records? |
Ask a question while in Build mode | What does this action set do? |
Example Build prompts
Task | Prompt |
Add actions |
|
Add a message at the end | Add one action at the end of the action set that shows a message titled 'Thanks' saying 'Thanks for joining the webinar' |
Add a check as the first step | First thing: if Site measurements confirmed isn't checked, show a message titled 'Site measurements needed' saying 'Please confirm site measurements before sending this estimate.' and stop. |
Add a step at the end | Add one action at the end of the action set that shows a message titled 'Primer end' saying 'Added at the end' |
Insert a step after a numbered step | After step 2, add a message titled 'Primer mid' saying 'Inserted after step 2' |
Ask the user to confirm before continuing | At the beginning, ask the user to confirm with OK and Cancel, and stop if they click Cancel |
Look up a value and store it | At the beginning, look up the customer's email and store it in a result called Primer email |
Loop through line items | At the end, loop through the estimate's line items and show a message with each item's name |
Change an action |
|
Remove a named step | Remove the Primer mid message step |
Set a field value | At the end, set the Memo field to 'Primer updated' |
Change a message's text | Change the message in step 4 to 'Add a billing contact with an email before sending.' |
Move a step | Move step 8 to after step 9 |
Undo |
|
Undo the last AI change | Undo |