> ## Documentation Index
> Fetch the complete documentation index at: https://docs.royaltyport.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Builder Chat

> Build and edit an automation by describing what you want — the assistant proposes changes you confirm before they touch the canvas

## What is the AI Builder Chat?

The **AI Builder Chat** is an assistant that builds and edits your automation from a
conversation. Instead of adding and configuring every step by hand on the canvas, you can
describe what you want in plain language — "add an API request that fetches the catalog, then
transform the response into rows" — and the assistant proposes the changes for you to review.

The assistant works on the **automation you currently have open**. It can read your existing
steps and connectors, and propose actions such as adding or editing steps, wiring connectors,
creating secrets and databases, and setting up tables — always as a proposal you approve first.

<Info>
  The AI Builder Chat is part of editing an automation, so it is available to organization and
  project **Admins** and **Collaborators**. **Viewers** have read-only access and don't see the
  chat. See [Automations Overview](/automations/overview#roles--access) for how roles map to access.
</Info>

## Opening the chat

<Steps>
  <Step title="Open an automation in Edit mode">
    From the Automations canvas, select the automation you want to work on and switch the
    **View / Edit** toggle to **Edit**.
  </Step>

  <Step title="Start the chat">
    Hover the automation's row in the sidebar and click the **chat** icon. The builder opens as a
    column beside the canvas.
  </Step>

  <Step title="Describe what you want">
    Type your request and press **Enter** (**Shift + Enter** for a new line). The assistant
    responds and, when it wants to change something, shows a proposal card.
  </Step>
</Steps>

To leave the chat and return to the standard sidebar, click the **✕** in the chat column header.

## Confirming and rejecting changes

The assistant never edits your automation silently. When it wants to make a change, it shows a
**proposal card** describing the action — for example, adding a step or creating a secret.

* **Confirm** — the change is applied to the canvas, and the assistant continues.
* **Reject** — the change is discarded. Rejecting a proposal re-enables the composer so you can
  redirect the assistant instead of re-proposing the same thing.

<Note>
  Destructive proposals (such as deleting a step or dropping a table column) are highlighted so you
  can review them carefully before confirming.
</Note>

If a change can't be applied, the card shows a compact **Failed** state with a **Copy error**
button, so you can grab the full detail without cluttering the conversation.

## Attaching reference files

You can attach files for the assistant to use as context — for example, an API's documentation, a
sample payload, or a specification for the workflow you're building.

<Steps>
  <Step title="Add a file">
    Click the **+** button at the bottom-left of the composer and choose one or more files.
  </Step>

  <Step title="Review the attachments">
    Each file appears as a chip above the message box. Remove one before sending with the **✕** on
    its chip.
  </Step>

  <Step title="Send your message">
    Send as usual. The attachments appear on your message in the transcript and stay available to
    the assistant for the rest of the conversation.
  </Step>
</Steps>

| Detail          | Value                        |
| --------------- | ---------------------------- |
| Supported types | PDF, TXT, Markdown (`.md`)   |
| Maximum size    | 10 MB per file               |
| Multiple files  | Yes — attach several at once |

<Tip>
  Attach an API's docs or a sample response before asking the assistant to build an **API Request**
  step — it can read the file and fill in the URL, headers, and expected output for you.
</Tip>

## Clearing the conversation

Click the **eraser** icon in the chat header to clear the current conversation and start fresh.
Clearing removes the message history for that automation's chat; it does not undo changes that
were already applied to the canvas.

## Related pages

<CardGroup cols={2}>
  <Card title="Workflow Canvas" icon="workflow" href="/automations/canvas">
    Build and edit workflows visually by connecting steps.
  </Card>

  <Card title="Steps" icon="puzzle" href="/automations/steps/overview">
    All step types the assistant can add and configure.
  </Card>

  <Card title="Secrets" icon="lock" href="/automations/secrets">
    Encrypted credentials the assistant can help you create.
  </Card>

  <Card title="Databases" icon="database" href="/automations/databases">
    Internal data stores and tables for your automations.
  </Card>
</CardGroup>