Skip to main content
AI routing is a branching step where you describe each path in ordinary language instead of writing rules.
Founders and C-level · Agencies, not product companies · Everything else
Add it from the AI group in the step palette.

​
Setting it up

Each route has a label (the branch name on the canvas) and a description (what the AI is matching on). Be concrete:
  • Good: “Agencies and consultancies that sell services to other businesses.”
  • Weak: “Good fit.”
An everything else branch is always present and cannot be removed. Every lead ends up somewhere.

​
What the AI sees

The whole picture, not a handful of fields:
  • Lead fields: name, title, company, headline, location
  • Custom fields
  • Enriched profile data: About, past roles, education, skills, follower count
  • Recent posts, when the profile has them

​
The decision

  • Made once per lead, when they reach the step, and then stored.
  • Stored with a short reason and the facts it relied on, both visible on the lead’s timeline.
  • A lead re-entering the sequence later is decided again from whatever is known then.
While the decision is being made the enrollment shows waiting — no teammate needs to do anything.

​
Test before you publish

Test on 20 leads runs the routing on a sample and shows the split and the reasons, without changing anything. Do this before publishing. A route that catches 19 of 20 leads is a route description that needs narrowing.

​
Why this one doesn’t need approval

Everything else AI-written needs a person to approve it, because it is text that goes to a prospect. Routing chooses a path, not words. The text on each path is your text, reviewed as usual. The test run is the review.

​
Tips

  • Keep routes mutually exclusive. Overlapping descriptions make the split unstable.
  • Three or four routes is plenty. Ten route descriptions are hard to keep distinct.
  • Put the most specific route first and let everything else catch the long tail.
  • Routing on data you have is more reliable than routing on inference. If you can write it as a Condition step, do that instead — it is instant and free.