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How to connect AI Agent and Qwilr
Create a New Scenario to Connect AI Agent and Qwilr
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 Qwilr will be your first step. To do this, click "Choose an app," find AI Agent or Qwilr, 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 Qwilr Node
Next, click the plus (+) icon on the AI Agent node, select Qwilr from the list of available apps, and choose the action you need from the list of nodes within Qwilr.
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Authenticate Qwilr
Now, click the Qwilr node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Qwilr settings. Authentication allows you to use Qwilr through Latenode.
Configure the AI Agent and Qwilr 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 Qwilr 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, Qwilr, 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 Qwilr integration works as expected. Depending on your setup, data should flow between AI Agent and Qwilr (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 Qwilr
AI Agent + Qwilr + Google Sheets: When an AI Agent conversation is completed, the summary is logged alongside the corresponding Qwilr proposal status in a Google Sheet for sales tracking and analysis.
Qwilr + AI Agent + Slack: When a Qwilr proposal is accepted, use AI to draft a congratulatory message in Slack to celebrate team wins.
AI Agent and Qwilr 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 Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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See how Latenode works
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FAQ AI Agent and Qwilr
How can I connect my AI Agent account to Qwilr using Latenode?
To connect your AI Agent account to Qwilr 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 Qwilr accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically generate Qwilr proposals from AI Agent insights?
Yes, with Latenode! Trigger Qwilr proposal creation using AI Agent data for personalized client communication, boosting efficiency through automated workflows and dynamic content.
What types of tasks can I perform by integrating AI Agent with Qwilr?
Integrating AI Agent with Qwilr allows you to perform various tasks, including:
- Automatically populate Qwilr proposals with AI-generated content summaries.
- Use AI to personalize proposal language based on client data in Qwilr.
- Generate client-specific case studies for Qwilr from AI Agent research.
- Trigger Qwilr proposal updates when AI Agent detects new client insights.
- Analyze Qwilr proposal acceptance rates using AI Agent-driven sentiment analysis.
WhatAIAgentfunctionalityisavailablewithinLatenodeworkflows?
Latenode offers prompt-based AI steps and custom JS code for AI Agent, providing scalability, and flexible data processing for enhanced automation.
Are there any limitations to the AI Agent and Qwilr integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex AI Agent logic might require advanced JavaScript coding within Latenode.
- Rate limits on AI Agent and Qwilr APIs may affect high-volume automation.
- Real-time updates between AI Agent and Qwilr depend on API availability.
