Action assistantNEW
Not every task fits in a single form. With the visual builder for action assistants you create a multi-screen walkthrough that operates on a record, reading and writing the right fields at each step, with conditional branching and composite actions. A custom button on the record fires the assistant, and from there any user runs a complex operation with no training and no fear of getting it wrong.
- Multi-screen assistants that read and write the record’s fields step by step.
- Conditional branching and composite actions at each stage of the flow.
- A custom button or action on the record fires the assistant right away.
Free in Sellio, you only pay for the machine
Guided multi-screen assistants are usually a pricey add-on on other platforms. On Sellio the action assistant is part of the free plan: you only pay for the machine.
Anyone runs it without training
The walkthrough guides the person through each screen, so an operation that required an expert can now be done by any user.
Truly standardized processes
Because the assistant always guides down the same path, the operation comes out the same every time, with less variation and less error.
Less error in critical tasks
Validation at each step and conditional branching keep wrong data or skipped steps from reaching the record.
Knowledge that doesn’t depend on a person
The procedure lives inside the system, not in a veteran’s head, so the operation goes on even when someone’s on vacation or changes teams.
No code to maintain
Everything is built in the visual builder, so adjusting the assistant is a configuration task, not a development one.
Visual builder: you design the screens and the branches, without coding.
Standardizes complex operations: the hard procedure becomes a walkthrough anyone can follow.
Reads and writes to the real record: the assistant isn’t just a form, it runs genuine composite actions.
Guided assistants are usually a paid add-on module; on Sellio they’re included.
The hard procedure, now error-proof
Every company has that operation only one or two people know how to do right. The action assistant captures that knowledge in a guided walkthrough: each screen asks for the right information, validates along the way, branches by the answers and writes everything to the record. Anyone runs it the same way, without depending on the expert.
Built by dragging, not coding
In the visual builder you design the assistant’s screens, define which fields each one reads and writes, create the conditional branches and the composite actions at the end. Then just wire a custom button on the record. The walkthrough goes to production without a line of code.
- 1
Build the assistant’s screens in the visual builder, defining what each one reads and writes.
- 2
Add conditional branches and the composite actions at the end.
- 3
Wire a custom button or action on the record to fire the assistant.
- 4
Publish and any user runs the operation by following the walkthrough.
Account opening with many rules
The assistant guides the operator screen by screen, asking for each document and detail in the right order, branching by customer type and writing everything to the record at the end.
Closing a complex ticket
A button on the ticket opens the assistant that collects root cause, solution and satisfaction, validates what’s missing and runs the closing actions all at once.
Step-by-step contract renewal
The assistant reads the contract’s current fields, guides the adjustment of values and terms and writes the renewal, standardizing an operation that used to vary from person to person.
Does the assistant only show fields or does it also write?
It really reads and writes the record's fields; it's not just a form, it runs genuine composite actions.
Do I need to code to create an assistant?
No, everything is built in the visual builder, with no code.
What triggers the assistant?
A custom button or action on the record, which any user can fire.
Can it follow different paths depending on the user's answer?
Yes, the builder supports conditional branching at each stage of the flow.
Does it work for processes only a specialist knows how to do?
Yes, the assistant captures that knowledge in a guided walkthrough anyone can follow.
Isn't this usually a paid add-on module elsewhere?
It is, but on Sellio guided assistants are included.
Does it validate data during the process?
Yes, each step validates along the way and keeps wrong data from reaching the record.
Can I adjust the assistant after it's published?
Yes, since everything is built in the visual builder, adjusting it is a configuration task, not a development one.
Are there real examples of use?
Yes, like account opening with many rules, closing a complex ticket, or a step-by-step contract renewal.