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How to connect AI Agent and Cloze
Create a New Scenario to Connect AI Agent and Cloze
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 Cloze will be your first step. To do this, click "Choose an app," find AI Agent or Cloze, 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 Cloze Node
Next, click the plus (+) icon on the AI Agent node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
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Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the AI Agent and Cloze 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 Cloze 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring AI Agent, Cloze, 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 Cloze integration works as expected. Depending on your setup, data should flow between AI Agent and Cloze (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 Cloze
Cloze + AI Agent + Slack: When a contact is updated in Cloze, an AI Agent summarizes the update. The summary is then posted to a dedicated Slack channel.
Cloze + AI Agent + Google Sheets: When a contact is updated in Cloze, an AI Agent analyzes the customer sentiment. The sentiment analysis results are then logged in Google Sheets.
AI Agent and Cloze 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.
Related categories
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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See how Latenode works
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FAQ AI Agent and Cloze
How can I connect my AI Agent account to Cloze using Latenode?
To connect your AI Agent account to Cloze 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 Cloze accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cloze contacts based on AI Agent insights?
Yes, you can! Latenode enables seamless data transfer. Enrich your Cloze contacts with AI Agent's analysis, ensuring your CRM is always up-to-date with the latest intelligence.
What types of tasks can I perform by integrating AI Agent with Cloze?
Integrating AI Agent with Cloze allows you to perform various tasks, including:
- Automatically summarize AI Agent conversation insights within Cloze contact notes.
- Trigger Cloze follow-up tasks based on sentiment analysis from AI Agent.
- Create new Cloze leads from AI Agent data, automatically.
- Update Cloze contact stages based on AI Agent lead scoring results.
- Use AI Agent to classify and tag Cloze contacts for better segmentation.
HowsecureistheAIAgentClozeintegrationonLatenode?
Latenode employs robust security measures, including encryption and access controls, to ensure your data remains secure during AI Agent and Cloze integration workflows.
Are there any limitations to the AI Agent and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AI Agent outputs may require custom JavaScript parsing.
- Cloze API rate limits may affect high-volume data transfers.
- Some advanced AI Agent features might not have direct Cloze equivalents.
