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How to connect AI Agent and Ortto
Create a New Scenario to Connect AI Agent and Ortto
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 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.
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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 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.
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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:
- 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, Ortto, 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 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.
Most powerful ways to connect AI Agent and Ortto
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.
AI Agent and Ortto 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 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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See how Latenode works
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FAQ AI Agent and Ortto
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:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select AI Agent and click on "Connect".
- Authenticate your AI Agent and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
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:
- Enrich Ortto customer profiles with AI-generated insights.
- Personalize marketing campaigns based on AI Agent analysis.
- Automatically segment users in Ortto using AI-driven criteria.
- Trigger Ortto actions based on AI Agent's sentiment analysis.
- Update Ortto contact properties with AI Agent-extracted data.
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:
- Rate limits from AI Agent and Ortto may affect high-volume workflows.
- Complex AI Agent prompt logic may require JavaScript knowledge.
- Real-time data synchronization depends on the APIs of both services.
