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Create Conversation

Start a new AI conversation in AskElephant, optionally attached to a meeting, contact, or company so it appears on that object's page.

Create Conversation node in the workflow builder

What It Does

Creates a new, empty conversation thread. If you attach it to a meeting, calendar event, contact, or company, the conversation becomes accessible from that object's page in AskElephant. You can also give it a custom title and pin it to the top of the conversation list.

When To Use It

Use this when a workflow needs to start a conversation that later nodes will send messages into, such as Send Message to Conversation or Attach Documents to Conversation. If you just need a single AI response as a workflow variable without a visible conversation, use Run Prompt instead. If you want to create the conversation and send the first message in one step, use Chat with AI.

Configuration

Configure the node with these settings:

Field

What it controls

Title

The conversation's title. Defaults to Untitled Chat if left blank.

Meeting

Attach the conversation to a specific meeting so it appears on that meeting's page.

Calendar Event

Attach the conversation to an upcoming calendar event so it appears on that event's page.

Contact

Attach the conversation to a specific contact so it appears on that contact's page.

Company

Attach the conversation to a specific company so it appears on that company's page.

Pinned

When enabled, pins the conversation to the top of the conversation list.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

Variable

Type

Description

Example

conversation

object

A reference to the created conversation

{{nodeId.conversation}}

conversation.id

string

{{nodeId.conversation.id}}

conversationLink

string

A clickable link to the created conversation in AskElephant

{{nodeId.conversationLink}}

Example Workflow

When a deal closes, create a conversation attached to the company, then use Send Message to Conversation to ask the AI to draft a handoff summary for the customer success team.

Related Nodes

  • Send Message to Conversation

  • Attach Documents to Conversation

  • Chat with AI

Need More Help?

Reach the AskElephant support team by:

  • clicking the Support tab on the right side of your screen,

  • emailing [email protected],

  • or using @askelephant support in your dedicated Slack channel.