AI Automation Page and Library

AI Automation (in the dashboard's sidebar) is where every automation in your Switchboard lives: the ones you made, drafts you haven't finished, how many credits they use, and the Automation library of ready-made automations written by Avox. Links into the dashboard still start with /automation.

The AI Automation page#

The AI Automation page

From top to bottom:

Part	What it shows
Header	Docs, Library (the Automation library) and Create automation, the page's main button.
Your automations	Every automation, with its trigger, how many steps it has, the credits it used this credit period (or the last 30 days), whether it's on, and when it was last edited. Click a name or Manage for its runs and credits, Edit to open the builder, or the switch to turn it on or off. Sort by newest, name, last edited or most credits.
Unfinished drafts	Automations you started in the wizard but didn't create yet (up to 10). Continue opens the wizard on the step you left.
Overview	How many automations you have of your plan's limit, how many are on, how many times they ran in the last 30 days, and your automation credits (below).
Start from a premade	A few automations from the library. See all opens the whole library.

Automation credits#

The Automation credits used tile shows this period's credits: how many are used, when they reset, and any bought credits still left. Two buttons sit right in the tile:

Top up buys extra credits. They last 12 months and are used after your plan's own credits.
Upgrade changes to a plan with more credits each month.

Both need the Manage billing permission; without it, the tile says to ask an Admin. When credits run low the tile turns amber, and red once they run out (automated replies stop until they reset or you top up). See Credits.

The Automation library#

The Automation library with a category picked

Open it with Library at the top of the AI Automation page, See all under the premades, or Browse the library when you have no automations yet.

Search looks through each premade's name, description, category and extra words.
Categories narrow the list: Sales and leads, Support, Bookings, Engagement and Opening hours. Each shows how many premades match your search. If nothing matches, Clear filters brings everything back.
The search and category stay in the page's address, so you can share or reload a filtered list.

Every card says:

what the automation does and its category,
the most credits one run can use (or Free to run),
whether it uses your tables or a connected app, and
anything your Switchboard is missing for it, like an approved template, a published Flow, calling, a table made from the right premade table, or a connected app, with a link to fix it and the matching error code.

Preview the chat plays the automation as a WhatsApp conversation first, with sample values. Click a card (or Use this automation in the preview) to open the wizard with everything filled in. Check the steps, then create it. Start from scratch opens an empty wizard.

When you can't create one#

Cards and the Create automation button are switched off, and say why on hover, when:

Situation	What to do
Every automation your plan allows is used	Delete one you don't need (Manage automations highlights the switched-off ones), or upgrade. Code AVX-3068.
Your plan doesn't include automations yet	Choose a plan in Billing, or ask an Admin to.
You don't have permission to manage automations	Ask an Admin of the Switchboard for access.
Creating automations was turned off for your account	Contact Avox support.

You can still search the library and preview every premade in all of these cases.

Creating, editing and the builder#

Create automation opens a three-step wizard: Type (what starts it), Name and Build (the steps). Blobatar sits next to the page title and reacts as you go.
Back to automations is always the first button on the left, in the wizard, the builder and an automation's page.
In the builder, the Actions panel on the right lists every step you can add. Search it, then drag a step onto the canvas or click it to add it at the end. See Builder.

BuilderThe automation canvas, step by step CreditsHow automation credits are counted and topped up Run logEvery run step by step, why runs stop, and credit usage

Last updated 24 October 2026

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AI Automation Page and Library

The AI Automation page#

Automation credits#

The Automation library#

When you can't create one#

Creating, editing and the builder#

Related#

AI Automation Page and Library

The AI Automation page#

Automation credits#

The Automation library#

When you can't create one#

Creating, editing and the builder#

Related#