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How to connect AI Agent and Cleverreach
Create a New Scenario to Connect AI Agent and Cleverreach
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Cleverreach will be your first step. To do this, click "Choose an app," find AI Agent or Cleverreach, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
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Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Cleverreach Node
Next, click the plus (+) icon on the AI Agent node, select Cleverreach from the list of available apps, and choose the action you need from the list of nodes within Cleverreach.
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Authenticate Cleverreach
Now, click the Cleverreach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cleverreach settings. Authentication allows you to use Cleverreach through Latenode.
Configure the AI Agent and Cleverreach Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Cleverreach Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring AI Agent, Cleverreach, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and Cleverreach integration works as expected. Depending on your setup, data should flow between AI Agent and Cleverreach (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect AI Agent and Cleverreach
AI Agent + Cleverreach + Google Sheets: When a conversation ends in AI Agent, the summary is extracted, and the corresponding contact details are retrieved from Cleverreach. The summary and contact information are then added as a new row in Google Sheets for personalized email campaigns.
Cleverreach + AI Agent + Google Sheets: When a new subscriber is added in Cleverreach, AI Agent enriches the subscriber data, and the enriched data is then saved to Google Sheets for further analysis and improved targeting.
AI Agent and Cleverreach integration alternatives
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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See how Latenode works
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FAQ AI Agent and Cleverreach
How can I connect my AI Agent account to Cleverreach using Latenode?
To connect your AI Agent account to Cleverreach on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and Cleverreach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I personalize email content using AI-generated insights?
Yes, you can! Latenode allows you to use AI Agent to generate personalized content and send it via Cleverreach, improving engagement thanks to dynamic and tailored emails.
What types of tasks can I perform by integrating AI Agent with Cleverreach?
Integrating AI Agent with Cleverreach allows you to perform various tasks, including:
- Automatically create email subject lines using AI based on customer data.
- Generate personalized welcome emails triggered by new subscriber events.
- Analyze email campaign performance and suggest content improvements.
- Segment your Cleverreach audience using AI-driven insights.
- Automatically translate email content into different languages for global campaigns.
How can I automate complex email marketing workflows with AI Agent?
Latenode's visual editor allows you to create advanced workflows, combining AI Agent's insights with Cleverreach's email automation features for efficient campaigns.
Are there any limitations to the AI Agent and Cleverreach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- AI Agent's content generation depends on the quality of input data.
- Cleverreach API rate limits may affect the speed of large-scale automations.
- Custom AI models may require additional setup and fine-tuning.
