Convert Workbench chats to stories

Workbench lets you convert conversations into Tines stories. This gives you a starting point for turning ad-hoc interactions into reusable workflows, though you'll want to review and refine the result before putting it into production.

How conversion works 

When you convert a chat, Workbench generates a story based on the actions executed, stories triggered, configurations discussed, and overall workflow logic from the conversation.

To convert a chat to a story:

  1. Find the conversation in your chat history.

  2. Click the lightning icon next to the conversation.

The chat history dropdown showing the lightning icon next to a conversation for converting it to a story.

Workbench will generate a story and open it in the storyboard.

Refine the generated story 

What Workbench generates is a starting point. You'll likely want to review and test the workflow, add error handling, adjust configurations, add comments, and connect it to the right triggers.

🪄Tip

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