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Connect AI Agent to Ortto to qualify leads and personalize marketing using AI-enriched data. Latenode's visual editor and flexible JavaScript nodes simplify advanced workflows. Scale automations affordably by paying only for execution time.
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Create a New Scenario to Connect AI Agent and Ortto
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 Ortto will be your first step. To do this, click "Choose an app," find AI Agent or Ortto, 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.
AI Agent
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 Ortto Node
Next, click the plus (+) icon on the AI Agent node, select Ortto from the list of available apps, and choose the action you need from the list of nodes within Ortto.
AI Agent
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Ortto
Authenticate Ortto
Now, click the Ortto node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ortto settings. Authentication allows you to use Ortto through Latenode.
Configure the AI Agent and Ortto 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 Ortto Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Ortto
Trigger on Webhook
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AI Agent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI Agent, Ortto, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the AI Agent and Ortto integration works as expected. Depending on your setup, data should flow between AI Agent and Ortto (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
AI Agent + Google Sheets + Ortto: When an AI Agent conversation is completed, a summary is generated and logged into a Google Sheets spreadsheet. Subsequently, the user's profile in Ortto is updated with information extracted from the conversation.
Ortto + AI Agent + Slack: When a new activity event occurs in Ortto (e.g., user feedback), an AI Agent analyzes the feedback and sends a summary to a designated Slack channel to alert the support team.
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 Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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How can I connect my AI Agent account to Ortto using Latenode?
To connect your AI Agent account to Ortto on Latenode, follow these steps:
Can I automatically qualify Ortto leads using AI Agent analysis?
Yes, you can! Latenode allows you to seamlessly send lead data from Ortto to AI Agent for scoring and qualification, enriching your customer profiles automatically.
What types of tasks can I perform by integrating AI Agent with Ortto?
Integrating AI Agent with Ortto allows you to perform various tasks, including:
How easily can I manage AI Agent prompts within Latenode workflows?
Latenode provides a user-friendly interface to design, test, and version prompts directly within your workflows, enhancing flexibility and control.
Are there any limitations to the AI Agent and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: