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How to connect AI Agent and CloudTalk
Create a New Scenario to Connect AI Agent and CloudTalk
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 CloudTalk will be your first step. To do this, click "Choose an app," find AI Agent or CloudTalk, 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 CloudTalk Node
Next, click the plus (+) icon on the AI Agent node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
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Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the AI Agent and CloudTalk 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 CloudTalk 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, CloudTalk, 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 CloudTalk integration works as expected. Depending on your setup, data should flow between AI Agent and CloudTalk (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 CloudTalk
CloudTalk + AI Agent + Google Sheets: When a new call is received in CloudTalk, an AI Agent analyzes the call, extracts relevant data, and adds it as a new row in a Google Sheets spreadsheet for reporting.
CloudTalk + AI Agent + Slack: Upon receiving a new call in CloudTalk, the call details are sent to an AI Agent for summarization. The AI Agent then posts a summary of the call in a designated Slack channel for quick team review.
AI Agent and CloudTalk 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 CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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See how Latenode works
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FAQ AI Agent and CloudTalk
How can I connect my AI Agent account to CloudTalk using Latenode?
To connect your AI Agent account to CloudTalk 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 CloudTalk accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update CloudTalk call details using AI Agent analysis?
Yes, you can! Latenode enables this by passing call transcripts to AI Agent for analysis and updating CloudTalk records, improving data accuracy and agent performance.
What types of tasks can I perform by integrating AI Agent with CloudTalk?
Integrating AI Agent with CloudTalk allows you to perform various tasks, including:
- Analyze customer sentiment from CloudTalk calls using AI Agent.
- Automatically tag CloudTalk conversations based on AI Agent insights.
- Create summaries of CloudTalk calls using AI Agent.
- Route calls based on real-time AI Agent analysis of customer needs.
- Generate automated follow-up messages in CloudTalk via AI Agent.
How does Latenode enhance AI Agent's capabilities?
Latenode allows you to integrate AI Agent with other services, automating complex tasks and scaling AI workflows beyond its core functions.
Are there any limitations to the AI Agent and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AI Agent models might require significant Latenode processing resources.
- Real-time analysis depends on the speed and accuracy of both AI Agent and CloudTalk.
- The integration is limited by the APIs and capabilities of AI Agent and CloudTalk.
